Sandler Capital Management Buys Marvell Technology Inc, Salesforce.com Inc, Lennox International Inc, Sells Sonos Inc, , Revolve Group Inc

• New Purchases: MRVL, CRM, NKE, LEVI, WSO, WELL, WMT, POOL, ISRG, MRNA, SHOP, AMZN, BLK, ROK, MYTE, HAYW, VEEV, DE, MOS, NET, CF, ON, BKLN,
• Added Positions: LII, AOS, ADI, EGP, PYPL, PLD, CGNX, NXPI, FB, CCI, ZS, TER, CLH, LULU, CAE, ENTG, ESTC, AMD, A, INMD, NUAN, BLFS, NOC, EXPO, AYI, MEG, MA, NEWR, NVST, CB, TREX, MKSI, AKAM, ANSS, MP,
• Reduced Positions: SONO, MSFT, BRKS, LH, DHR, FOUR, CRL, AXON, NVDA, URI, SNPS, STLD, PINS, VMC, STE, TTEK, WAT, V, TECK, CRWD, ACM, TECH, FICO,
• Sold Out: IPHI, RVLV, CME, AMAT, BHP, TSM, WLK, CREE, SHW, DGX, EXPE, SWKS, LRCX, IQV, ABC, MU, NOW, FDX, IPGP, EL, CDNS, PNC, TKR, LPX, PACB, AAPL, EXAS,

For the details of SANDLER CAPITAL MANAGEMENT's stock buys and sells, go to https://www.gurufocus.com/guru/sandler+capital+management/current-portfolio/portfolio

1. Charles River Laboratories International Inc (CRL) - 177,367 shares, 5.13% of the total portfolio. Shares reduced by 10.57%
2. PayPal Holdings Inc (PYPL) - 130,211 shares, 2.96% of the total portfolio. Shares added by 56.43%
3. Coinbase Global Inc (COIN) - 145,300 shares, 2.88% of the total portfolio.
4. A.O. Smith Corp (AOS) - 503,828 shares, 2.84% of the total portfolio. Shares added by 69.54%
5. Nuance Communications Inc (NUAN) - 614,178 shares, 2.61% of the total portfolio. Shares added by 7.95%

Sandler Capital Management initiated holding in Marvell Technology Inc. The purchase prices were between $41.51 and $58.76, with an estimated average price of $48.88. The stock is now traded at around $62.550000. The impact to a portfolio due to this purchase was 1.72%. The holding were 378,228 shares as of 2021-06-30.

Sandler Capital Management initiated holding in Salesforce.com Inc. The purchase prices were between $210.54 and $246.26, with an estimated average price of $230.13. The stock is now traded at around $259.660000. The impact to a portfolio due to this purchase was 1.69%. The holding were 88,422 shares as of 2021-06-30.

Sandler Capital Management initiated holding in Nike Inc. The purchase prices were between $127.11 and $155.95, with an estimated average price of $134.55. The stock is now traded at around $169.980000. The impact to a portfolio due to this purchase was 1.38%. The holding were 114,000 shares as of 2021-06-30.

Sandler Capital Management initiated holding in Levi Strauss & Co. The purchase prices were between $23.69 and $30.48, with an estimated average price of $27.36. The stock is now traded at around $27.660000. The impact to a portfolio due to this purchase was 1.31%. The holding were 606,269 shares as of 2021-06-30.

Sandler Capital Management initiated holding in Watsco Inc. The purchase prices were between $260.75 and $305.43, with an estimated average price of $285.7. The stock is now traded at around $276.270000. The impact to a portfolio due to this purchase was 1.3%. The holding were 57,871 shares as of 2021-06-30.

Sandler Capital Management initiated holding in Welltower Inc. The purchase prices were between $71.04 and $84.02, with an estimated average price of $76.4. The stock is now traded at around $84.440000. The impact to a portfolio due to this purchase was 1.29%. The holding were 198,840 shares as of 2021-06-30.

Sandler Capital Management added to a holding in Lennox International Inc by 391.33%. The purchase prices were between $311.59 and $353.51, with an estimated average price of $336.82. The stock is now traded at around $330.590000. The impact to a portfolio due to this purchase was 1.61%. The holding were 73,700 shares as of 2021-06-30.

Sandler Capital Management added to a holding in Analog Devices Inc by 138.27%. The purchase prices were between $145.89 and $172.16, with an estimated average price of $160.19. The stock is now traded at around $165.850000. The impact to a portfolio due to this purchase was 1.16%. The holding were 149,013 shares as of 2021-06-30.

Sandler Capital Management added to a holding in A.O. Smith Corp by 69.54%. The purchase prices were between $66.05 and $72.25, with an estimated average price of $68.99. The stock is now traded at around $71.810000. The impact to a portfolio due to this purchase was 1.16%. The holding were 503,828 shares as of 2021-06-30.

Sandler Capital Management added to a holding in EastGroup Properties Inc by 185.40%. The purchase prices were between $143.28 and $170.97, with an estimated average price of $157.96. The stock is now traded at around $171.520000. The impact to a portfolio due to this purchase was 1.09%. The holding were 130,430 shares as of 2021-06-30.

Sandler Capital Management added to a holding in PayPal Holdings Inc by 56.43%. The purchase prices were between $239.91 and $293.65, with an estimated average price of $263.49. The stock is now traded at around $279.510000. The impact to a portfolio due to this purchase was 1.07%. The holding were 130,211 shares as of 2021-06-30.

Sandler Capital Management added to a holding in Prologis Inc by 5156.05%. The purchase prices were between $106 and $126.28, with an estimated average price of $116.62. The stock is now traded at around $130.700000. The impact to a portfolio due to this purchase was 0.97%. The holding were 106,435 shares as of 2021-06-30.

Sandler Capital Management sold out a holding in . The sale prices were between $172.27 and $183.95, with an estimated average price of $179.46.

Sandler Capital Management sold out a holding in Revolve Group Inc. The sale prices were between $41.97 and $70.24, with an estimated average price of $53.48.

Sandler Capital Management sold out a holding in CME Group Inc. The sale prices were between $201.02 and $218.85, with an estimated average price of $211.07.

Sandler Capital Management sold out a holding in Applied Materials Inc. The sale prices were between $114.88 and $143.05, with an estimated average price of $134.34.

Sandler Capital Management sold out a holding in Taiwan Semiconductor Manufacturing Co Ltd. The sale prices were between $108.21 and $124.8, with an estimated average price of $117.3.

Sandler Capital Management sold out a holding in BHP Group Ltd. The sale prices were between $68.54 and $80.83, with an estimated average price of $73.98.