Sandler Capital Management - Q42025 Holdings

Sandler Capital Management holds 131 stocks with a total portfolio value of $ 305.29M as of Q42025. In Q42025, Sandler Capital Management added 44 new positions, increased stakes in 37 stocks, reduced 50 holdings, and fully exited 55 positions. The largest holding is Corning Inc (GLW), representing 5.39% of the total portfolio.