Sandler Capital Management Buys Cisco Systems Inc, PayPal Holdings Inc, West Pharmaceutical Services Inc, Sells Becton, Dickinson and Co, Amazon.com Inc, Microsoft Corp

• New Purchases: CSCO, PYPL, WST, UPS, ROK, GLD, SPGI, NUAN, ADI, QRVO, TSM, LULU, MCO, NXPI, QCOM, SWKS, EMN, ITB, EFX, TER, DHI, KBE, CONE,
• Added Positions: AMD, STE, CRL, DXCM, AKAM, TRU, ANSS, HOLX, IPHI, CRWD, TMO,
• Reduced Positions: AMZN, MSFT, DOCU, PG, SPLK, NVDA, FICO, TTEK, DDOG, ENTG, EXPO, MKSI, BLFS, NSTG, VEEV, DHR, TECH,
• Sold Out: BDX, CRUS, MU, ABT, MRCY, WORK, ZM, CAE, PTC, EQIX, IBB, DGX, BLK, BABA, QDEL, TEAM, GILD, CRM, LMT,

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. Square Inc (SQ) - 700,000 shares, 7.00% of the total portfolio.
2. Capital One Financial Corp (COF) - 723,000 shares, 4.31% of the total portfolio.
3. Charles River Laboratories International Inc (CRL) - 224,282 shares, 3.72% of the total portfolio. Shares added by 23.71%
4. Danaher Corp (DHR) - 189,978 shares, 3.20% of the total portfolio. Shares reduced by 5.06%
5. General Electric Co (GE) - 4,875,000 shares, 3.17% of the total portfolio.

Sandler Capital Management initiated holding in Cisco Systems Inc. The purchase prices were between $38.33 and $48.13, with an estimated average price of $43.76. The stock is now traded at around $41.98. The impact to a portfolio due to this purchase was 2.09%. The holding were 471,500 shares as of .

Sandler Capital Management initiated holding in PayPal Holdings Inc. The purchase prices were between $91.38 and $174.23, with an estimated average price of $137.26. The stock is now traded at around $194.57. The impact to a portfolio due to this purchase was 1.9%. The holding were 114,300 shares as of .

Sandler Capital Management initiated holding in West Pharmaceutical Services Inc. The purchase prices were between $149.8 and $227.17, with an estimated average price of $195.53. The stock is now traded at around $275.31. The impact to a portfolio due to this purchase was 1.87%. The holding were 86,270 shares as of .

Sandler Capital Management initiated holding in United Parcel Service Inc. The purchase prices were between $90 and $111.18, with an estimated average price of $99.66. The stock is now traded at around $159.97. The impact to a portfolio due to this purchase was 1.77%. The holding were 167,400 shares as of .

Sandler Capital Management initiated holding in Rockwell Automation Inc. The purchase prices were between $143.68 and $227.39, with an estimated average price of $192.53. The stock is now traded at around $233.03. The impact to a portfolio due to this purchase was 1.44%. The holding were 70,960 shares as of .

Sandler Capital Management initiated holding in SPDR GOLD TRUST. The purchase prices were between $148.05 and $167.37, with an estimated average price of $161.08. The stock is now traded at around $188.18. The impact to a portfolio due to this purchase was 1.31%. The holding were 82,500 shares as of .

Sandler Capital Management added to a holding in Advanced Micro Devices Inc by 332.43%. The purchase prices were between $42.59 and $57.44, with an estimated average price of $52.87. The stock is now traded at around $81.66. The impact to a portfolio due to this purchase was 1.01%. The holding were 261,190 shares as of .

Sandler Capital Management added to a holding in Steris PLC by 166.56%. The purchase prices were between $137.7 and $165.89, with an estimated average price of $152.22. The stock is now traded at around $157.75. The impact to a portfolio due to this purchase was 0.99%. The holding were 107,958 shares as of .

Sandler Capital Management added to a holding in Charles River Laboratories International Inc by 23.71%. The purchase prices were between $118.84 and $189.72, with an estimated average price of $158.99. The stock is now traded at around $217.15. The impact to a portfolio due to this purchase was 0.71%. The holding were 224,282 shares as of .

Sandler Capital Management added to a holding in DexCom Inc by 59.93%. The purchase prices were between $250.71 and $421.36, with an estimated average price of $355.93. The stock is now traded at around $437.22. The impact to a portfolio due to this purchase was 0.32%. The holding were 22,390 shares as of .

Sandler Capital Management added to a holding in TransUnion by 25.33%. The purchase prices were between $59.05 and $93.21, with an estimated average price of $79.49. The stock is now traded at around $86.48. The impact to a portfolio due to this purchase was 0.19%. The holding were 110,902 shares as of .

Sandler Capital Management sold out a holding in Becton, Dickinson and Co. The sale prices were between $225.4 and $270, with an estimated average price of $246.67.

Sandler Capital Management sold out a holding in Cirrus Logic Inc. The sale prices were between $56.96 and $78.28, with an estimated average price of $68.31.

Sandler Capital Management sold out a holding in Micron Technology Inc. The sale prices were between $39.89 and $53.72, with an estimated average price of $47.03.

Sandler Capital Management sold out a holding in Abbott Laboratories. The sale prices were between $76.57 and $98, with an estimated average price of $90.16.

Sandler Capital Management sold out a holding in Mercury Systems Inc. The sale prices were between $68.26 and $92.8, with an estimated average price of $81.63.

Sandler Capital Management sold out a holding in Slack Technologies Inc. The sale prices were between $23.48 and $39.9, with an estimated average price of $29.96.

Sandler Capital Management reduced to a holding in Amazon.com Inc by 66.57%. The sale prices were between $1906.59 and $2764.41, with an estimated average price of $2403.24. The stock is now traded at around $3312.49. The impact to a portfolio due to this sale was -2.66%. Sandler Capital Management still held 4,948 shares as of .

Sandler Capital Management reduced to a holding in Microsoft Corp by 55.85%. The sale prices were between $152.11 and $203.51, with an estimated average price of $180.95. The stock is now traded at around $211.49. The impact to a portfolio due to this sale was -2.14%. Sandler Capital Management still held 77,519 shares as of .

Sandler Capital Management reduced to a holding in DocuSign Inc by 55.39%. The sale prices were between $79 and $177.58, with an estimated average price of $125.09. The stock is now traded at around $209.47. The impact to a portfolio due to this sale was -1.06%. Sandler Capital Management still held 66,830 shares as of .

Sandler Capital Management reduced to a holding in Procter & Gamble Co by 20.86%. The sale prices were between $109.33 and $124.69, with an estimated average price of $116.42. The stock is now traded at around $136.50. The impact to a portfolio due to this sale was -1.03%. Sandler Capital Management still held 257,097 shares as of .

Sandler Capital Management reduced to a holding in Splunk Inc by 71.11%. The sale prices were between $102.14 and $198.7, with an estimated average price of $157.55. The stock is now traded at around $197.65. The impact to a portfolio due to this sale was -0.92%. Sandler Capital Management still held 21,465 shares as of .

Sandler Capital Management reduced to a holding in NVIDIA Corp by 35.73%. The sale prices were between $243.07 and $381.07, with an estimated average price of $322.32. The stock is now traded at around $490.43. The impact to a portfolio due to this sale was -0.82%. Sandler Capital Management still held 40,557 shares as of .