account_balance
Investment manager · 13F filer · SEC CIK 1000742
Sandler Capital Management
Reported value$169Mas of Jun 30, 2026
Positions112 46 new, 34 sold out
Top 10 weight23.6%KEYS alone is 5%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
KEYSKeysight Technologies, Inc.
5.1%Trimmed −25%
MSGSMadison Square GRDN SPRT Cor
2.7%Trimmed −31%
EGPEastGroup Properties Inc
2.5%Trimmed −19%
MSMMSC Industrial Direct Co Inc
2.3%New
PLDPrologis, Inc.
2.2%Trimmed −18%
HNGEHinge Health, Inc.
1.9%Added +27%
MSGEMadison Square Garden Entertainment Corp.
1.8%Trimmed −47%
AMEAmetek Inc
1.8%Added +22%
FWONKLiberty Media Corp
1.7%New
TKOTKO Group Holdings, Inc.
1.7%−57%
MARMarriott International Inc
1.7%New
SXTSensient Technologies Corp
1.6%Added +105%
KEYSKeysight Technologies, Inc.
5.1%Trimmed −25%
MSGSMadison Square GRDN SPRT Cor
2.7%−31%
EGPEastGroup Properties Inc
2.5%−19%
MSMMSC Industrial Direct Co Inc
2.3%New
PLDPrologis, Inc.
2.2%−18%
HNGEHinge Health, Inc.
1.9%
MSGEMadison Square Garden Entertainment Corp.
1.8%
AMEAmetek Inc
1.8%
FWONKLiberty Media Corp
1.7%
TKO1.7%MAR1.7%SXT1.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
KEYS Keysight Technologies, Inc. 5.1% Trimmed −25%
MSGS Madison Square GRDN SPRT Cor 2.7% Trimmed −31%
EGP EastGroup Properties Inc 2.5% Trimmed −19%MSM MSC Industrial Direct Co Inc 2.3% NewPLD Prologis, Inc. 2.2% Trimmed −18%HNGE Hinge Health, Inc. 1.9% Added +27%MSGE Madison Square Garden Entertainment Corp. 1.8% Trimmed −47%AME Ametek Inc 1.8% Added +22%FWONK Liberty Media Corp 1.7% NewTKO TKO Group Holdings, Inc. 1.7% Trimmed −57%MAR Marriott International Inc 1.7% NewSXT Sensient Technologies Corp 1.6% Added +105%What changed
Biggest moves since Mar 31, 2026
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