13F HOLDINGS REPORT
PIPER SANDLER & CO.
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0000724683-25-000112
Total Value
$129.6M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NRG ENERGY INC | NRG | 5,000,000 | $18.6M | 14.32% |
| 2 | INTEGRA LIFESCIENCES HLDGS C | IART | 18,395,000 | $18.2M | 14.03% |
| 3 | SOLAREDGE TECHNOLOGIES INC | SEDG | 14,070,000 | $13.6M | 10.51% |
| 4 | RWT HLDGS INC | 749772AD1 | 12,595,000 | $12.6M | 9.69% |
| 5 | FIVERR INTL LTD | 33835LAA3 | 12,800,000 | $12.6M | 9.68% |
| 6 | ARBOR REALTY TRUST INC | ABR-PF | 10,169,000 | $10.2M | 7.83% |
| 7 | WAYFAIR INC | W | 9,090,000 | $9.0M | 6.92% |
| 8 | TWO HARBORS INVENTMENT CORPO | 90187BAB7 | 7,223,000 | $7.2M | 5.52% |
| 9 | WIX COM LTD | WIX | 6,670,000 | $6.6M | 5.11% |
| 10 | PACIRA BIOSCIENCES INC | PCRX | 5,154,000 | $5.1M | 3.96% |
| 11 | PENNYMAC CORP | 70932AAF0 | 4,111,000 | $4.1M | 3.16% |
| 12 | ENPHASE ENERGY INC | ENPH | 4,164,000 | $4.0M | 3.08% |
| 13 | MESA LABS INC | 59064RAA7 | 3,500,000 | $3.5M | 2.68% |
| 14 | FASTLY INC | FSLY | 3,000,000 | $2.9M | 2.22% |
| 15 | EVENTBRITE INC | EVEX-WT | 1,500,000 | $1.5M | 1.15% |
| 16 | PROFRAC HLDG CORP | ACDC | 8,164 | $63,353 | 0.05% |
| 17 | NICE LTD | NCSYF | 40,000 | $39,400 | 0.03% |
| 18 | WAYFAIR INC | W | 34,000 | $32,181 | 0.02% |
| 19 | SHATTUCK LABS INC | STTK | 39,467 | $31,250 | 0.02% |
| 20 | OMNICELL COM | OMCL | 12,000 | $11,797 | 0.01% |