Sandler Capital Management Buys Salesforce.com Inc, ON Semiconductor Corp, Laboratory Corp of America Holdings, Sells A.O. Smith Corp, Lennox International Inc, Agilent Technologies Inc

• New Purchases: GOOGL, PG, LSTR, CDNS, TDY, YUM, TSM, DPZ, TMO, OLN, AMBA, MCHP, SMTC, DDOG, PLAN, NOVT, COUP, NVEE, WTI, GM,
• Added Positions: CRM, ON, LH, URI, CLH, EXPO, FICO, MEG, NUAN, NVDA, SNPS, V, TER, EGP, ZS, WELL, PLD, SONO, NEWR, ANSS, MP, VMC, PINS,
• Reduced Positions: A, CRL, PYPL, FB, ADI, DHR, WAT, MRVL, AMD, ENTG, NXPI, MSFT, LEVI, MA, TECK, AXON, POOL, BLFS, ISRG, FOUR, NOC, CRWD, ACM, BRKS, CCI, AKAM, CAE, ROK, TECH, INMD, ESTC, TTEK, STLD,
• Sold Out: AOS, LII, CGNX, LULU, NKE, AYI, WMT, MRNA, SHOP, AMZN, TREX, NVST, CB, BLK, MKSI, STE, MYTE, HAYW, VEEV, DE, MOS, NET, CF, CONE,

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) - 119,687 shares, 4.38% of the total portfolio. Shares reduced by 32.52%
2. Salesforce.com Inc (CRM) - 153,282 shares, 3.69% of the total portfolio. Shares added by 73.35%
3. Nuance Communications Inc (NUAN) - 664,668 shares, 3.25% of the total portfolio. Shares added by 8.22%
4. Clean Harbors Inc (CLH) - 336,881 shares, 3.11% of the total portfolio. Shares added by 22.35%
5. Bio-Techne Corp (TECH) - 68,647 shares, 2.95% of the total portfolio. Shares reduced by 4.93%

Sandler Capital Management initiated holding in Alphabet Inc. The purchase prices were between $2448.89 and $2904.31, with an estimated average price of $2720.51. The stock is now traded at around $2957.520000. The impact to a portfolio due to this purchase was 0.74%. The holding were 3,100 shares as of 2021-09-30.

Sandler Capital Management initiated holding in Procter & Gamble Co. The purchase prices were between $135.24 and $145.68, with an estimated average price of $141.69. The stock is now traded at around $147.190000. The impact to a portfolio due to this purchase was 0.68%. The holding were 55,000 shares as of 2021-09-30.

Sandler Capital Management initiated holding in Landstar System Inc. The purchase prices were between $149.3 and $171.86, with an estimated average price of $159.81. The stock is now traded at around $179.750000. The impact to a portfolio due to this purchase was 0.62%. The holding were 44,500 shares as of 2021-09-30.

Sandler Capital Management initiated holding in Cadence Design Systems Inc. The purchase prices were between $136.93 and $167.61, with an estimated average price of $152.37. The stock is now traded at around $186.920000. The impact to a portfolio due to this purchase was 0.61%. The holding were 45,480 shares as of 2021-09-30.

Sandler Capital Management initiated holding in Teledyne Technologies Inc. The purchase prices were between $418.06 and $463.38, with an estimated average price of $441.71. The stock is now traded at around $449.670000. The impact to a portfolio due to this purchase was 0.6%. The holding were 15,800 shares as of 2021-09-30.

Sandler Capital Management initiated holding in Taiwan Semiconductor Manufacturing Co Ltd. The purchase prices were between $108.12 and $124.7, with an estimated average price of $117.53. The stock is now traded at around $118.080000. The impact to a portfolio due to this purchase was 0.59%. The holding were 59,110 shares as of 2021-09-30.

Sandler Capital Management added to a holding in Salesforce.com Inc by 73.35%. The purchase prices were between $237.55 and $285.63, with an estimated average price of $254.07. The stock is now traded at around $307.090000. The impact to a portfolio due to this purchase was 1.56%. The holding were 153,282 shares as of 2021-09-30.

Sandler Capital Management added to a holding in ON Semiconductor Corp by 371.49%. The purchase prices were between $34.79 and $49.48, with an estimated average price of $42.72. The stock is now traded at around $62.130000. The impact to a portfolio due to this purchase was 1.28%. The holding were 397,763 shares as of 2021-09-30.

Sandler Capital Management added to a holding in Laboratory Corp of America Holdings by 110.35%. The purchase prices were between $274.82 and $308.34, with an estimated average price of $293.32. The stock is now traded at around $288.370000. The impact to a portfolio due to this purchase was 0.85%. The holding were 65,060 shares as of 2021-09-30.

Sandler Capital Management added to a holding in United Rentals Inc by 115.10%. The purchase prices were between $298.85 and $365.84, with an estimated average price of $335.67. The stock is now traded at around $381.670000. The impact to a portfolio due to this purchase was 0.78%. The holding were 46,440 shares as of 2021-09-30.

Sandler Capital Management added to a holding in Clean Harbors Inc by 22.35%. The purchase prices were between $89.62 and $105.48, with an estimated average price of $98.37. The stock is now traded at around $107.700000. The impact to a portfolio due to this purchase was 0.57%. The holding were 336,881 shares as of 2021-09-30.

Sandler Capital Management added to a holding in Fair Isaac Corp by 26.51%. The purchase prices were between $397.93 and $552.88, with an estimated average price of $475.97. The stock is now traded at around $377.860000. The impact to a portfolio due to this purchase was 0.26%. The holding were 35,077 shares as of 2021-09-30.

Sandler Capital Management sold out a holding in A.O. Smith Corp. The sale prices were between $61.07 and $73.71, with an estimated average price of $69.92.

Sandler Capital Management sold out a holding in Lennox International Inc. The sale prices were between $294.17 and $353.91, with an estimated average price of $326.97.

Sandler Capital Management sold out a holding in Cognex Corp. The sale prices were between $79.76 and $91.19, with an estimated average price of $86.06.

Sandler Capital Management sold out a holding in Lululemon Athletica Inc. The sale prices were between $364.23 and $432.61, with an estimated average price of $399.87.

Sandler Capital Management sold out a holding in Nike Inc. The sale prices were between $145.23 and $173.85, with an estimated average price of $163.

Sandler Capital Management sold out a holding in Acuity Brands Inc. The sale prices were between $161.81 and $188.03, with an estimated average price of $175.38.