Sandler Capital Management New Holdings in Q4 2024

Sandler Capital Management

  • $870 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NET
Cloudflare, Inc.

Technology
104K
New
$78.11 - $117.56 $8.15M - $12.3M
104K $11.2M
LITE
Lumentum Holdings Inc.

Technology
127K
New
$61.49 - $94.9 $7.8M - $12M
127K $10.6M
MRVL
Marvell Technology, Inc.

Technology
94.4K
New
$70.31 - $124.78 $6.64M - $11.8M
94.4K $10.4M
GDDY
Go Daddy Inc.

Technology
51.6K
New
$153.16 - $209.03 $7.91M - $10.8M
51.6K $10.2M
MSFT
Microsoft Corp

Technology
23.8K
New
$406.35 - $454.46 $9.65M - $10.8M
23.8K $10M
SPOT
Spotify Technology S.A.

Communication Services
21.3K
New
$362.95 - $502.38 $7.74M - $10.7M
21.3K $9.54M
WIX
Wix.Com Ltd.

Technology
44.4K
New
$156.75 - $229.35 $6.97M - $10.2M
44.4K $9.53M
TRMB
Trimble Inc.

Technology
106K
New
$60.21 - $75.4 $6.39M - $8.01M
106K $7.5M
WCC
Wesco International Inc

Industrials
39.9K
New
$164.11 - $213.19 $6.56M - $8.52M
39.9K $7.23M
LNG
Cheniere Energy, Inc.

Energy
33.3K
New
$181.07 - $225.92 $6.03M - $7.52M
33.3K $7.15M
CRM
Salesforce, Inc.

Technology
20.8K
New
$270.87 - $367.87 $5.63M - $7.65M
20.8K $6.95M
WM
Waste Management Inc

Industrials
31.3K
New
$201.79 - $228.46 $6.31M - $7.15M
31.3K $6.31M
TREX
Trex CO Inc

Industrials
89.7K
New
$62.94 - $79.88 $5.65M - $7.17M
89.7K $6.19M
DOCU
Docusign, Inc.

Technology
66.5K
New
$61.42 - $106.99 $4.08M - $7.12M
66.5K $5.98M
PSTG
Pure Storage, Inc.

Technology
96.7K
New
$48.19 - $66.6 $4.66M - $6.44M
96.7K $5.94M
DLR
Digital Realty Trust, Inc.

Real Estate
33.3K
New
$156.46 - $195.69 $5.21M - $6.51M
33.3K $5.9M
HUBS
Hubspot Inc

Technology
8.09K
New
$514.07 - $757.4 $4.16M - $6.13M
8.09K $5.63M
WST
West Pharmaceutical Services Inc

Healthcare
17K
New
$285.69 - $344.0 $4.87M - $5.86M
17K $5.58M
PKG
Packaging Corp Of America

Consumer Cyclical
24.7K
New
$211.98 - $248.85 $5.23M - $6.14M
24.7K $5.55M
IT
Gartner Inc

Technology
10.6K
New
$481.22 - $551.8 $5.12M - $5.88M
10.6K $5.16M
RSG
Republic Services, Inc.

Industrials
25.4K
New
$198.0 - $218.75 $5.03M - $5.56M
25.4K $5.11M
WWD
Woodward, Inc.

Industrials
28K
New
$159.67 - $187.29 $4.47M - $5.24M
28K $4.65M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
19.9K
New
$173.13 - $258.09 $3.44M - $5.13M
19.9K $4.59M
DECK
Deckers Outdoor Corp

Consumer Cyclical
22.6K
New
$152.04 - $211.12 $3.43M - $4.77M
22.6K $4.59M
TER
Teradyne, Inc

Technology
35.2K
New
$102.58 - $133.62 $3.61M - $4.7M
35.2K $4.43M
PRCT
Procept Bio Robotics Corp

Healthcare
52.2K
New
$67.27 - $99.45 $3.51M - $5.19M
52.2K $4.2M
WHD
Cactus, Inc.

Energy
68.6K
New
$56.69 - $69.49 $3.89M - $4.76M
68.6K $4M
GPS
Gap Inc

Consumer Cyclical
194K
New
N/A
194K $3.9M
PG
Procter & Gamble CO

Consumer Defensive
22.3K
New
$161.05 - $179.7 $3.59M - $4M
22.3K $3.73M
VRT
Vertiv Holdings CO

Industrials
43K
New
N/A
43K $3.73M
RGEN
Repligen Corp

Healthcare
25.4K
New
$123.41 - $160.92 $3.13M - $4.09M
25.4K $3.66M
GTLB
Gitlab Inc.

Technology
62.4K
New
$48.76 - $67.19 $3.04M - $4.19M
62.4K $3.51M
DDOG
Datadog, Inc.

Technology
23K
New
$113.98 - $168.65 $2.62M - $3.87M
23K $3.28M
RH
Rh

Consumer Cyclical
8K
New
$311.9 - $446.04 $2.49M - $3.57M
8K $3.15M
ADI
Analog Devices Inc

Technology
12.1K
New
$206.35 - $236.48 $2.5M - $2.86M
12.1K $2.57M
MS
Morgan Stanley

Financial Services
20K
New
$104.42 - $134.99 $2.08M - $2.69M
20K $2.51M
FAST
Fastenal CO

Industrials
33.3K
New
$69.99 - $84.35 $2.33M - $2.81M
33.3K $2.39M
TTD
Trade Desk, Inc.

Technology
20K
New
$108.7 - $139.51 $2.17M - $2.79M
20K $2.35M
TOST
Toast, Inc.

Technology
56.8K
New
$27.43 - $43.54 $1.56M - $2.47M
56.8K $2.07M
BA
Boeing CO

Industrials
11.2K
New
$138.14 - $180.72 $1.54M - $2.02M
11.2K $1.98M
PLTR
Palantir Technologies Inc.

Technology
22K
New
$36.46 - $82.38 $802K - $1.81M
22K $1.66M
UEC
Uranium Energy Corp

Energy
240K
New
$6.55 - $8.6 $1.57M - $2.06M
240K $1.6M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
6.84K
New
$193.7 - $235.05 $1.32M - $1.61M
6.84K $1.56M
DE
Deere & CO

Industrials
3.38K
New
$389.45 - $466.0 $1.32M - $1.57M
3.38K $1.43M
KEYS
Keysight Technologies, Inc.

Technology
7.7K
New
$149.01 - $172.53 $1.15M - $1.33M
7.7K $1.24M
HON
Honeywell International Inc

Industrials
4.36K
New
$202.84 - $236.0 $884K - $1.03M
4.36K $984K
Atlassian Corporation
13.5K
New
N/A
13.5K $0
Western Digital Corp
300K
New
N/A
300K $0
Arista Networks Inc
71.7K
New
N/A
71.7K $0
Activity Summary
Buys All Purchases 83 New Holdings 56 Increased Positions 27 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 7 Puts 21
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