Sandler Capital Management Purchases 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
SHOP
Shopify Inc.

Technology
76.4K
+ 110.2%
$78.14 - $119.49 $5.97M - $9.13M
146K $15.5M
CRL
Charles River Laboratories International, Inc.

Healthcare
52.9K
+ 1104.97%
$178.58 - $220.69 $9.45M - $11.7M
57.7K $10.7M
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
LNG
Cheniere Energy, Inc.

Energy
33.3K
New
$181.07 - $225.92 $6.03M - $7.52M
33.3K $7.15M
CMI
Cummins Inc

Industrials
20.5K
New
$324.93 - $383.42 $6.66M - $7.86M
20.5K $7.15M
CRM
Salesforce, Inc.

Technology
20.8K
New
$270.87 - $367.87 $5.63M - $7.65M
20.8K $6.95M
SYK
Stryker Corp

Healthcare
18.7K
+ 135.86%
$345.14 - $392.15 $6.45M - $7.32M
32.4K $11.7M
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
MIR
Mirion Technologies, Inc.

Industrials
227K
+ 65.93%
$10.94 - $18.65 $2.49M - $4.24M
572K $9.99M
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
CCJ
Cameco Corp

Energy
89.9K
+ 81.77%
$48.64 - $61.14 $4.38M - $5.5M
200K $10.3M
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
WMB
Williams Companies, Inc.

Energy
59.3K
+ 45.67%
$46.37 - $59.74 $2.75M - $3.54M
189K $10.2M
PRCT
Procept Bio Robotics Corp

Healthcare
52.2K
New
$67.27 - $99.45 $3.51M - $5.19M
52.2K $4.2M
GVA
Granite Construction Inc

Industrials
41.5K
+ 63.84%
$79.33 - $100.2 $3.29M - $4.16M
106K $9.34M
WHD
Cactus, Inc.

Energy
68.6K
New
$56.69 - $69.49 $3.89M - $4.76M
68.6K $4M
VRSK
Verisk Analytics, Inc.

Industrials
13.8K
+ 64.16%
$262.86 - $294.75 $3.63M - $4.07M
35.3K $9.72M
ABNB
Airbnb, Inc.

Consumer Cyclical
29.1K
+ 132.94%
$125.36 - $147.37 $3.64M - $4.28M
50.9K $6.69M
FISV
Fiserv Inc

Technology
31.2K
+ 1560.75%
N/A
33.2K $4.16M
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
MLM
Martin Marietta Materials Inc

Basic Materials
7.55K
+ 70.23%
$516.5 - $619.58 $3.9M - $4.68M
18.3K $9.46M
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
SHW
Sherwin Williams CO

Basic Materials
11.6K
+ 74.57%
$338.75 - $399.71 $3.91M - $4.62M
27.1K $9.2M
DDOG
Datadog, Inc.

Technology
23K
New
$113.98 - $168.65 $2.62M - $3.87M
23K $3.28M
FICO
Fair Isaac Corp

Technology
1.59K
+ 81.18%
$1911.01 - $2382.4 $3.03M - $3.78M
3.54K $7.05M
RH
Rh

Consumer Cyclical
8K
New
$311.9 - $446.04 $2.49M - $3.57M
8K $3.15M
NFLX
Netflix Inc

Communication Services
1.59K
+ 19.62%
$687.65 - $936.56 $1.09M - $1.49M
9.67K $8.62M
AMZN
Amazon Com Inc

Consumer Cyclical
6.08K
+ 13.7%
$180.88 - $232.93 $1.1M - $1.42M
50.4K $11.1M
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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