Sandler Capital Management Purchases in Q2 2025

Sandler Capital Management

  • $320 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EBAY
Ebay Inc

Consumer Cyclical
84.5K
New
$59.52 - $79.36 $5.03M - $6.71M
84.5K $6.29M
RL
Ralph Lauren Corp

Consumer Cyclical
15.1K
New
$182.34 - $286.22 $2.76M - $4.33M
15.1K $4.15M
FIS
Fidelity National Information Services, Inc.

Technology
48.7K
New
$68.14 - $82.13 $3.32M - $4M
48.7K $3.96M
META
Meta Platforms, Inc.

Communication Services
4.03K
+ 76.14%
$484.66 - $738.09 $1.96M - $2.98M
9.33K $6.89M
MSGS
Madison Square Garden Sports Corp.

Communication Services
17.9K
New
$175.61 - $208.95 $3.14M - $3.74M
17.9K $3.74M
LITE
Lumentum Holdings Inc.

Technology
33.3K
+ 203.34%
$49.56 - $95.06 $1.65M - $3.17M
49.7K $4.73M
HOLX
Hologic Inc

Healthcare
53.3K
+ 98.99%
$52.73 - $65.22 $2.81M - $3.47M
107K $6.98M
GS
Goldman Sachs Group Inc

Financial Services
4.55K
New
$462.22 - $707.75 $2.1M - $3.22M
4.55K $3.22M
JBL
Jabil Inc

Technology
14.2K
New
$116.88 - $218.1 $1.66M - $3.1M
14.2K $3.1M
MSFT
Microsoft Corp

Technology
6.08K
New
$354.56 - $497.45 $2.16M - $3.02M
6.08K $3.02M
GLW
Corning Inc

Technology
32.1K
+ 21.87%
$39.07 - $52.59 $1.25M - $1.69M
179K $9.41M
NVDA
Nvidia Corp

Technology
16.6K
New
$94.31 - $157.99 $1.56M - $2.62M
16.6K $2.62M
DDOG
Datadog, Inc.

Technology
18.3K
New
$87.0 - $134.33 $1.59M - $2.46M
18.3K $2.46M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
9K
New
$160.63 - $257.78 $1.45M - $2.32M
9K $2.31M
HON
Honeywell International Inc

Industrials
9.8K
New
$182.86 - $232.88 $1.79M - $2.28M
9.8K $2.28M
CLH
Clean Harbors Inc

Industrials
8.54K
+ 101.08%
$182.1 - $233.5 $1.56M - $2M
17K $3.93M
PLD
Prologis, Inc.

Real Estate
21.1K
+ 1056.05%
$89.76 - $112.34 $1.9M - $2.37M
23.1K $2.43M
ROK
Rockwell Automation, Inc

Industrials
6.63K
New
$218.97 - $332.17 $1.45M - $2.2M
6.63K $2.2M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
47K
New
$27.82 - $46.45 $1.31M - $2.18M
47K $2.18M
FCX
Freeport Mcmoran Inc

Basic Materials
45K
New
$29.15 - $44.46 $1.31M - $2M
45K $1.95M
FOXA
Fox Corp

Communication Services
34K
New
$47.21 - $57.04 $1.6M - $1.94M
34K $1.9M
SPXC
Spx Corp

Industrials
11.3K
New
$120.66 - $167.68 $1.37M - $1.9M
11.3K $1.9M
A
Agilent Technologies, Inc.

Healthcare
15.8K
New
$99.29 - $120.52 $1.57M - $1.91M
15.8K $1.87M
SHOP
Shopify Inc.

Technology
12.8K
+ 64.42%
$76.89 - $115.35 $981K - $1.47M
32.5K $3.75M
AEIS
Advanced Energy Industries Inc

Industrials
7.76K
+ 37.17%
$79.03 - $133.84 $613K - $1.04M
28.6K $3.79M
NTNX
Nutanix, Inc.

Technology
23.5K
New
$58.17 - $83.07 $1.37M - $1.95M
23.5K $1.8M
PKG
Packaging Corp Of America

Consumer Cyclical
9.33K
New
$175.97 - $201.36 $1.64M - $1.88M
9.33K $1.76M
VMC
Vulcan Materials CO

Basic Materials
6.66K
New
$226.49 - $276.01 $1.51M - $1.84M
6.66K $1.74M
CERT
Certara, Inc.

Healthcare
148K
New
$9.05 - $14.47 $1.34M - $2.14M
148K $1.73M
CEG
Constellation Energy Corp

Utilities
4.8K
New
$170.96 - $322.76 $820K - $1.55M
4.8K $1.55M
ZS
Zscaler, Inc.

Technology
2.35K
+ 34.45%
$174.67 - $315.32 $411K - $741K
9.18K $2.88M
CBRE
Cbre Group, Inc.

Real Estate
10.8K
New
$113.94 - $140.12 $1.23M - $1.52M
10.8K $1.52M
EAT
Brinker International, Inc

Consumer Cyclical
8.37K
New
$128.68 - $181.78 $1.08M - $1.52M
8.37K $1.51M
ORCL
Oracle Corp

Technology
6.5K
New
$122.82 - $218.63 $798K - $1.42M
6.5K $1.42M
GOOG
Alphabet Inc.

Communication Services
7.88K
New
$146.58 - $180.01 $1.15M - $1.42M
7.88K $1.4M
VRT
Vertiv Holdings CO

Industrials
15.4K
New
N/A
15.4K $1.33M
GRPN
Groupon, Inc.

Communication Services
38K
New
$16.78 - $38.84 $638K - $1.48M
38K $1.27M
NRG
Nrg Energy, Inc.

Utilities
7.8K
New
$83.61 - $162.67 $652K - $1.27M
7.8K $1.25M
EVR
Evercore Inc.

Financial Services
4.6K
New
$163.77 - $271.5 $753K - $1.25M
4.6K $1.24M
HEI
Heico Corp

Industrials
3.59K
New
$236.44 - $328.0 $850K - $1.18M
3.59K $1.18M
EQT
Eqt Corp

Energy
19K
New
$46.11 - $60.44 $876K - $1.15M
19K $1.11M
NOW
Service Now, Inc.

Technology
1.08K
New
$721.65 - $1040.18 $776K - $1.12M
1.08K $1.11M
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
18K
+ 34.69%
$28.9 - $40.98 $521K - $739K
70K $2.8M
NOC
Northrop Grumman Corp

Industrials
1.7K
New
$456.3 - $540.39 $776K - $919K
1.7K $849K
ONON
On Holding Ag

Consumer Cyclical
13.5K
New
$37.65 - $60.68 $509K - $820K
13.5K $703K
UAL
United Airlines Holdings, Inc.

Industrials
8K
New
$56.15 - $84.23 $449K - $674K
8K $637K
BX
Blackstone Inc.

Financial Services
3.69K
+ 48.44%
$120.07 - $151.11 $442K - $557K
11.3K $1.69M
IP
International Paper CO

Consumer Cyclical
13K
New
$43.89 - $54.46 $571K - $709K
13K $609K
AAL
American Airlines Group Inc.

Industrials
54.7K
New
N/A
54.7K $603K
Activity Summary
Buys All Purchases 67 New Holdings 48 Increased Positions 19 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 10 Puts 11
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