Sandler Capital Management Buys SPDR Gold Trust, Mastercard Inc, Repligen Corp, Sells Keysight Technologies Inc, Qiagen NV, SailPoint Technologies Holdings Inc

• New Purchases: RGEN, IJK, TTEK, BLK, VMC, FB, TRU, LMT, IWO, CLGX, FAF, LLL, KTOS, WWD, SHAK, JPM, ZM, QCOM, IPHI, CREE, CONE, NSC, IHI, SWKS, GM, CAT, ANTM,
• Added Positions: GLD, MA, CLH, FICO, LYV, TMO, CAE, ABT, AVB, MTN, MELI, TECH, EXPO, BAC, BDXA.PFD, DOC, ARCH, WTI,
• Reduced Positions: KEYS, RSG, MSFT, ISRG, CSCO, NOVT, SPGI, EA, BOOT, IQV, TER, DHI, AYX, DHR, LNG, MCO, BLFS, GLPI, MRVL, NSTG, MRK, URI, TECK, NXPI, MPW, LPT, HR, FCPT,
• Sold Out: QGEN, SAIL, NEWR, SDY, BABA, RIO, V, ZS, ITA, RTN, AAXN, XBI, LULU, WM, CYBR, BIO, ITB, HON, DXCM, TNDM, AVLR, CCIPA.PFD, CTRA, CCI, AMT,

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. Landstar System Inc (LSTR) - 460,000 shares, 3.38% of the total portfolio.
2. The Chemours Co (CC) - 2,000,000 shares, 3.26% of the total portfolio.
3. Caterpillar Inc (CAT) - 300,000 shares, 2.78% of the total portfolio.
4. SPDR Gold Trust (GLD) - 288,972 shares, 2.62% of the total portfolio. Shares added by 179.74%
5. Universal Display Corp (OLED) - 200,000 shares, 2.56% of the total portfolio.

Sandler Capital Management initiated holding in Repligen Corp. The purchase prices were between $54.2 and $85.95, with an estimated average price of $67.97. The stock is now traded at around $93.00. The impact to a portfolio due to this purchase was 1.19%. The holding were 203,823 shares as of .

Sandler Capital Management initiated holding in iShares S&P Mid-Cap 400 Growth ETF. The purchase prices were between $211.25 and $227.24, with an estimated average price of $221.31. The stock is now traded at around $223.20. The impact to a portfolio due to this purchase was 0.92%. The holding were 60,000 shares as of .

Sandler Capital Management initiated holding in Tetra Tech Inc. The purchase prices were between $59.4 and $78.55, with an estimated average price of $67.32. The stock is now traded at around $81.85. The impact to a portfolio due to this purchase was 0.9%. The holding were 168,466 shares as of .

Sandler Capital Management initiated holding in Vulcan Materials Co. The purchase prices were between $119.2 and $137.31, with an estimated average price of $127.54. The stock is now traded at around $143.06. The impact to a portfolio due to this purchase was 0.83%. The holding were 88,632 shares as of .

Sandler Capital Management initiated holding in BlackRock Inc. The purchase prices were between $415.56 and $485.24, with an estimated average price of $452.3. The stock is now traded at around $421.38. The impact to a portfolio due to this purchase was 0.83%. The holding were 25,930 shares as of .

Sandler Capital Management initiated holding in Facebook Inc. The purchase prices were between $164.15 and $195.47, with an estimated average price of $182.62. The stock is now traded at around $185.20. The impact to a portfolio due to this purchase was 0.77%. The holding were 58,478 shares as of .

Sandler Capital Management added to a holding in SPDR Gold Trust by 179.74%. The purchase prices were between $119.94 and $134.2, with an estimated average price of $123.59. The stock is now traded at around $141.81. The impact to a portfolio due to this purchase was 1.68%. The holding were 288,972 shares as of .

Sandler Capital Management added to a holding in Mastercard Inc by 161.28%. The purchase prices were between $235.91 and $266.79, with an estimated average price of $250.12. The stock is now traded at around $280.86. The impact to a portfolio due to this purchase was 1.28%. The holding were 114,963 shares as of .

Sandler Capital Management added to a holding in Clean Harbors Inc by 401.04%. The purchase prices were between $63.85 and $76, with an estimated average price of $69.62. The stock is now traded at around $76.23. The impact to a portfolio due to this purchase was 1.12%. The holding were 290,103 shares as of .

Sandler Capital Management added to a holding in Fair Isaac Corp by 54.95%. The purchase prices were between $270.63 and $315.24, with an estimated average price of $289.93. The stock is now traded at around $350.75. The impact to a portfolio due to this purchase was 0.76%. The holding were 99,636 shares as of .

Sandler Capital Management added to a holding in Live Nation Entertainment Inc by 96.75%. The purchase prices were between $60.07 and $67.22, with an estimated average price of $64.24. The stock is now traded at around $71.95. The impact to a portfolio due to this purchase was 0.7%. The holding were 317,714 shares as of .

Sandler Capital Management added to a holding in CAE Inc by 77.90%. The purchase prices were between $22.42 and $27.25, with an estimated average price of $24.42. The stock is now traded at around $26.05. The impact to a portfolio due to this purchase was 0.51%. The holding were 640,434 shares as of .

Sandler Capital Management sold out a holding in Qiagen NV. The sale prices were between $35.73 and $41.39, with an estimated average price of $39.04.

Sandler Capital Management sold out a holding in SailPoint Technologies Holdings Inc. The sale prices were between $17.04 and $29.16, with an estimated average price of $22.66.

Sandler Capital Management sold out a holding in New Relic Inc. The sale prices were between $86.51 and $108.45, with an estimated average price of $98.73.

Sandler Capital Management sold out a holding in SPDR S&P Dividend ETF. The sale prices were between $95.87 and $102.01, with an estimated average price of $99.98.

Sandler Capital Management sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $149.26 and $195.21, with an estimated average price of $172.54.

Sandler Capital Management sold out a holding in Rio Tinto PLC. The sale prices were between $57.16 and $62.78, with an estimated average price of $59.93.