PIPER SANDLER & CO. 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
PS
PIPER SANDLER & CO.
Institutional Filer▲ 32.21%$134.9M19

Current Portfolio Holdings

Showing all 19 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1No TickerLUMENTUM HLDGS INC—5.0M$32.3M23.92%
2No TickerADVANCED ENERGY INDS—9.0M$24.4M18.10%
3No TickerMGP INGREDIENTS INC NEW—18.0M$17.4M12.90%
4No TickerUPSTART HLDGS INC—9.2M$9.1M6.72%
5No TickerBLACKSTONE MORTGAGE TRUST IN—9.0M$8.9M6.57%
6No TickerSTARWOOD PPTY TR INC—8.0M$8.1M5.98%
7No TickerREDWOOD TRUST INC—7.0M$7.0M5.19%
8No TickerSHIFT4 PMTS INC—7.3M$6.8M5.07%
9No TickerMARRIOTT VACATIONS WORLDWIDE—5.6M$5.4M3.98%
10No TickerTELADOC HEALTH INC—4.9M$4.7M3.50%
11No TickerZIFF DAVIS INC—2.7M$2.6M1.94%
12No TickerUPWORK INC—2.6M$2.6M1.90%
13No TickerSEA LTD—2.5M$2.5M1.83%
14No TickerREDFIN CORP—2.1M$2.0M1.48%
15No TickerPEBBLEBROOK HOTEL TR—548K$543K0.40%
Showing 1 to 15 of 19 holdings