Sandler Capital Management - Q12026 Holdings

Sandler Capital Management holds 117 stocks with a total portfolio value of $ 193.14M as of Q12026. In Q12026, Sandler Capital Management added 47 new positions, increased stakes in 18 stocks, reduced 52 holdings, and fully exited 61 positions. The largest holding is Taiwan Semiconductor Manufac (TSM), representing 6.06% of the total portfolio.