Sender Co & Partners, Inc. — 13F Holdings & Portfolio
CIK 1659380 · latest 13F-HR filed 2026-08-14
Sender Co & Partners, Inc. manages $344.9M in 13F-reported U.S. long-equity assets across 120 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BA (7.46%), KVUE (5.49%), ASTS (5.45%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 38 new positions, exited 16, added to 15, and trimmed 7.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 205
NEW YORK, NY 10013
$344.9M
Long-equity book
120
Distinct positions
2026-06-30
Filed 2026-08-14
+38 / −16 / ↑15 / ↓7
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- AST SPACEMOBILE INC$15.8M +532.8%
- AURORA INNOVATION INC$9.6M +107.8%
- BOEING CO$8.8M +51.8%
- VISA INC$7.1M +372.3%
- NVIDIA CORPORATION$5.7M +200.9%
Top Trims
- SELECT SECTOR SPDR TR-$7.7M -69.3%
- APPLE INC-$5.3M -80.1%
- KIMBERLY-CLARK CORP-$5.2M -42.9%
- ADVISORSHARES TR-$2.2M -72.8%
- NEXTNAV INC-$1.5M -45.6%
New Positions
- ZOOM COMMUNICATIONS INC$14.5M
- AMAZON COM INC$11.6M
- USA RARE EARTH INC$4.7M
- LIVE NATION ENTERTAINMENT IN$4.0M
- SALESFORCE INC$3.8M
Exited Positions
- ROBLOX CORP$6.1M
- HONEYWELL INTL INC$3.0M
- NIKE INC$2.4M
- APPLIED MATLS INC$1.5M
- TTM TECHNOLOGIES INC$698.7K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | BOEING CO | BA | 097023105 | $25.7M | 7.46% | 118,868 | SH |
| 2 | KENVUE INC | KVUE | 49177J102 | $18.9M | 5.49% | 990,550 | SH |
| 3 | AST SPACEMOBILE INC | ASTS | 00217D100 | $18.8M | 5.45% | 211,618 | SH |
| 4 | AURORA INNOVATION INC | AUR | 051774107 | $18.4M | 5.34% | 2,701,503 | SH |
| 5 | ELI LILLY & CO | LLY | 532457108 | $15.1M | 4.38% | 12,607 | SH |
| 6 | ZOOM COMMUNICATIONS INC | ZM | 98980L101 | $14.5M | 4.21% | 168,357 | SH |
| 7 | MICROSOFT CORP Call | MSFT | 594918904 | $14.3M | 4.14% | 38,300 | SH |
| 8 | STATE STR SPDR S&P 500 ETF T Put | XCNY | 78462F953 | $13.4M | 3.88% | 17,900 | SH |
| 9 | AST SPACEMOBILE INC Call | ASTS | 00217D900 | $12.8M | 3.72% | 144,200 | SH |
| 10 | AMAZON COM INC | AMZN | 023135106 | $11.6M | 3.37% | 48,780 | SH |
| 11 | VISA INC | V | 92826C839 | $9.0M | 2.60% | 26,115 | SH |
| 12 | NLIGHT INC | LASR | 65487K100 | $8.9M | 2.58% | 127,869 | SH |
| 13 | NVIDIA CORPORATION | NVDA | 67066G104 | $8.5M | 2.46% | 42,324 | SH |
| 14 | KIMBERLY-CLARK CORP | KMB | 494368103 | $6.9M | 2.01% | 63,035 | SH |
| 15 | VIKING THERAPEUTICS INC Call | VKTX | 92686J906 | $6.5M | 1.88% | 166,600 | SH |
| 16 | BLACKSKY TECHNOLOGY INC | BKSY | 09263B207 | $5.5M | 1.60% | 198,109 | SH |
| 17 | INVESCO QQQ TR Put | QQQ | 46090E953 | $4.9M | 1.43% | 6,700 | SH |
| 18 | AMPRIUS TECHNOLOGIES INC | AMPX | 03214Q108 | $4.9M | 1.43% | 355,692 | SH |
| 19 | USA RARE EARTH INC | USAR | 91733P107 | $4.7M | 1.35% | 216,120 | SH |
| 20 | FAIR ISAAC CORP | FICO | 303250104 | $4.3M | 1.25% | 3,602 | SH |
| 21 | LIVE NATION ENTERTAINMENT IN | LYV | 538034109 | $4.0M | 1.15% | 21,612 | SH |
| 22 | BOSTON SCIENTIFIC CORP Call | BSX | 101137907 | $3.8M | 1.11% | 90,000 | SH |
| 23 | SALESFORCE INC | CRM | 79466L302 | $3.8M | 1.10% | 24,313 | SH |
| 24 | SELECT SECTOR SPDR TR | XLV | 81369Y209 | $3.4M | 0.99% | 21,613 | SH |
| 25 | MICROSOFT CORP | MSFT | 594918104 | $3.4M | 0.97% | 8,983 | SH |
| 26 | NOKIA CORP | NOK | 654902204 | $3.3M | 0.97% | 252,139 | SH |
| 27 | KRANESHARES TRUST Call | AGIX | 500767906 | $3.3M | 0.95% | 135,100 | SH |
| 28 | TERAWULF INC Call | WULF | 88080T904 | $3.1M | 0.90% | 126,100 | SH |
| 29 | ISHARES TR | IBB | 464287556 | $3.1M | 0.89% | 16,209 | SH |
| 30 | LEMONADE INC Call | LMND | 52567D907 | $2.9M | 0.85% | 45,000 | SH |
| 31 | BOEING CO Call | — | 097023905 | $2.9M | 0.85% | 13,500 | SH |
| 32 | LISTED FDS TR Call | — | 53656G908 | $2.9M | 0.84% | 45,000 | SH |
| 33 | WARBY PARKER INC | WRBY | 93403J106 | $2.7M | 0.79% | 90,051 | SH |
| 34 | ALPHABET INC | GOOGL | 02079K305 | $2.6M | 0.75% | 7,204 | SH |
| 35 | PAPA JOHNS INTL INC Call | PZZA | 698813902 | $2.5M | 0.72% | 67,500 | SH |
| 36 | UPSTART HLDGS INC Call | — | 91680M907 | $2.2M | 0.65% | 63,000 | SH |
| 37 | HOME DEPOT INC | HD | 437076102 | $2.2M | 0.64% | 6,305 | SH |
| 38 | SPOTIFY TECHNOLOGY S A | SPOT | L8681T102 | $2.1M | 0.60% | 4,502 | SH |
| 39 | CELESTICA INC | CLS | 15101Q207 | $2.0M | 0.57% | 5,403 | SH |
| 40 | T1 ENERGY INC | TE | 35834F104 | $1.8M | 0.52% | 189,106 | SH |
| 41 | UBER TECHNOLOGIES INC Call | UBER | 90353T900 | $1.8M | 0.52% | 24,800 | SH |
| 42 | NEXTNAV INC | NN | 65345N106 | $1.8M | 0.51% | 99,055 | SH |
| 43 | PALANTIR TECHNOLOGIES INC Call | PLTR | 69608A908 | $1.7M | 0.50% | 14,900 | SH |
| 44 | QUANTUMSCAPE CORP Call | — | 74767V909 | $1.7M | 0.49% | 225,200 | SH |
| 45 | BROADCOM INC | AVGO | 11135F101 | $1.7M | 0.49% | 4,503 | SH |
| 46 | QUALCOMM INC | QCOM | 747525103 | $1.7M | 0.48% | 8,950 | SH |
| 47 | FUELCELL ENERGY INC Call | FCELB | 35952H900 | $1.6M | 0.47% | 45,000 | SH |
| 48 | VANECK ETF TRUST | GDX | 92189F106 | $1.4M | 0.39% | 18,010 | SH |
| 49 | APPLE INC | AAPL | 037833100 | $1.3M | 0.38% | 4,538 | SH |
| 50 | MOBILEYE GLOBAL INC | MBLY | 60741F104 | $1.3M | 0.38% | 135,077 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $344.9M | 120 | 0001420506-26-001672 |
| 2026-03-31 | 2026-05-15 | $164.6M | 53 | 0001420506-26-001129 |
| 2025-12-31 | 2026-02-17 | $214.5M | 102 | 0001420506-26-000575 |
| 2025-09-30 | 2025-11-17 | $914.3M | 464 | 0001420506-25-003455 |