HoldingsChannel.com
Sandler Capital Management Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
PROCTER & GAMBLE CO 324,880 +324,880 $35,737
     PG324,880+324,880$35,737
AMAZON COM INC 14,800 +14,800 $28,856
     AMZN14,800+14,800$28,856
DANAHER CORPORATION 200,104 -202,910 $27,696
     DHR200,104-2,910$27,696
MICROSOFT CORP 175,600 +77,500 $27,694
     MSFT175,600+77,500$27,694
AKAMAI TECHNOLOGIES INC 257,500 +257,500 $23,559
     AKAM257,500+257,500$23,559
BECTON DICKINSON & CO 100,600 +100,600 $23,115
     BDX100,600+100,600$23,115
CHARLES RIV LABS INTL INC 181,300 +181,300 $22,882
     CRL181,300+181,300$22,882
NVIDIA CORP 63,100 +23,201 $16,633
     NVDA63,100+23,201$16,633
ANSYS INC 67,979 +42,840 $15,803
     ANSS67,979+42,840$15,803
FAIR ISAAC CORP 50,879 -18,480 $15,655
     FICO50,879-18,480$15,655
JD COM INC      $15,390
     Call380,000+380,000$15,390
CIRRUS LOGIC INC 232,450 +144,450 $15,256
     CRUS232,450+144,450$15,256
DOCUSIGN INC 149,800 +149,800 $13,842
     DOCU149,800+149,800$13,842
MICRON TECHNOLOGY INC 320,000 +320,000 $13,459
     MU320,000+320,000$13,459
THERMO FISHER SCIENTIFIC INC 46,000 +26,666 $13,046
     TMO46,000+26,666$13,046
ABBOTT LABS 160,300 +160,300 $12,649
     ABT160,300+160,300$12,649
BIO TECHNE CORP 65,741 +5,630 $12,466
     TECH65,741+5,630$12,466
MERCURY SYS INC 163,600 +163,600 $11,671
     MRCY163,600+163,600$11,671
TETRA TECH INC NEW 152,962 +17,770 $10,802
     TTEK152,962+17,770$10,802
SLACK TECHNOLOGIES INC 386,500 +386,500 $10,374
     WORK386,500+386,500$10,374
ZOOM VIDEO COMMUNICATIONS IN 67,500 +67,500 $9,863
     ZM67,500+67,500$9,863
SPLUNK INC 74,300 +74,300 $9,379
     SPLK74,300+74,300$9,379
ENTEGRIS INC 206,000 +206,000 $9,223
     ENTG206,000+206,000$9,223
PTC INC 150,450 +150,450 $9,209
     PTC150,450+150,450$9,209
CAE INC 724,666 -209,722 $9,145
     CAE724,666-209,722$9,145
EQUINIX INC 13,466 +13,466 $8,410
     EQIX13,466+13,466$8,410
EXPONENT INC 116,649 -75,370 $8,388
     EXPO116,649-75,370$8,388
VEEVA SYS INC 52,700 +52,700 $8,241
     VEEV52,700+52,700$8,241
MKS INSTRS INC 95,640 +95,640 $7,790
     MKSI95,640+95,640$7,790
ISHARES TR (IBB) 69,300 +69,300 $7,466
     IBB69,300+69,300$7,466
QUEST DIAGNOSTICS INC 91,200 +91,200 $7,323
     DGX91,200+91,200$7,323
BLACKROCK INC 16,000 +16,000 $7,040
     BLK16,000+16,000$7,040
LIVE NATION ENTERTAINMENT IN      $6,364
     Call140,000-10,000$6,364
LAM RESEARCH CORP 26,435 +26,435 $6,344
     LRCX26,435+26,435$6,344
NANOSTRING TECHNOLOGIES INC 260,900 +260,900 $6,275
     NSTG260,900+260,900$6,275
ALIBABA GROUP HLDG LTD 32,000 -8,000 $6,223
     BABA32,000-8,000$6,223
INPHI CORP 74,334 -10,280 $5,885
     IPHI74,334-10,280$5,885
TRANSUNION 88,488 -165,670 $5,856
     TRU88,488-165,670$5,856
STERIS PLC 40,500 +40,500 $5,669
     STE40,500+40,500$5,669
CROWDSTRIKE HLDGS INC 96,000 +96,000 $5,345
     CRWD96,000+96,000$5,345
ATLASSIAN CORP PLC 38,500 +38,500 $5,285
     TEAM38,500+38,500$5,285
QUIDEL CORP 53,660 +53,660 $5,248
     QDEL53,660+53,660$5,248
GILEAD SCIENCES INC 67,200 +67,200 $5,024
     GILD67,200+67,200$5,024
SALESFORCE COM INC 34,700 +34,700 $4,996
     CRM34,700+34,700$4,996
DATADOG INC 129,800 +129,800 $4,670
     DDOG129,800+129,800$4,670
HOLOGIC INC 122,510 +122,510 $4,300
     HOLX122,510+122,510$4,300
WESTERN DIGITAL CORP.      $4,162
     Call100,000+100,000$4,162
BIOLIFE SOLUTIONS INC 416,890 -150,878 $3,960
     BLFS416,890-150,878$3,960
DEXCOM INC 14,000 +14,000 $3,770
     DXCM14,000+14,000$3,770
LOCKHEED MARTIN CORP 8,326 -9,520 $2,822
     LMT8,326-9,520$2,822

See Full List: All Stocks Held By Sandler Capital Management
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Sandler Capital Management

Size ($ in 1000's)
At 03/31/2020: $723,234
At 12/31/2019: $871,330

Sandler Capital Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sandler Capital Management 13F filings. Link to 13F filings: SEC filings

Sandler Capital Management Top Holdings 13F Filings | www.HoldingsChannel.com

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