Sender Co & Partners, Inc.
Sender Co & Partners, Inc. reported 61 US-listed holdings worth $237.3 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Boeing Co. (10.8%), Kenvue Inc. (8.0%) and AST SpaceMobile, Inc. (7.9%).
Reported holdings$237.3M
Positions61
The largest ten63.0%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
The 14 largest of its 61 positions, each sized by its share of the reported holdings.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +19.9% over the 3 quarters to 30 June 2026, against +12.1% for the S&P 500.
Its reported holdingsThe S&P 500
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Boeing Co. BA | 118.9K | $25.7 million | 10.84% | |
| Kenvue Inc. KVUE | 990.5K | $18.9 million | 7.98% | |
| AST SpaceMobile, Inc. ASTS | 211.6K | $18.8 million | 7.92% | |
| Aurora Innovation, Inc. AUR | 2.7M | $18.4 million | 7.76% | |
| Eli Lilly & Co. LLY | 12.6K | $15.1 million | 6.37% | |
| Zoom Communications, Inc. ZM | 168.4K | $14.5 million | 6.12% | |
| Amazon.com Inc. AMZN | 48.8K | $11.6 million | 4.90% | |
| Visa Inc. V | 26.1K | $9.0 million | 3.78% | |
| Nlight, Inc. LASR | 127.9K | $8.9 million | 3.75% | |
| NVIDIA Corp. NVDA | 42.3K | $8.5 million | 3.57% | |
| Kimberly Clark Corp. KMB | 63.0K | $6.9 million | 2.92% | |
| Blacksky Technology Inc. BKSY | 198.1K | $5.5 million | 2.33% | |
| Amprius Technologies Inc. AMPX | 355.7K | $4.9 million | 2.08% | |
| USA Rare Earth Inc. USAR | 216.1K | $4.7 million | 1.97% | |
| Fair Isaac Corp. FICO | 3.6K | $4.3 million | 1.81% | |
| Live Nation Entertainment, Inc. LYV | 21.6K | $4.0 million | 1.67% | |
| Salesforce, Inc. CRM | 24.3K | $3.8 million | 1.60% | |
| Select Sector SPDR Trust XLV | 21.6K | $3.4 million | 1.44% | |
| Microsoft Corp. MSFT | 9.0K | $3.4 million | 1.41% | |
| Nokia Corporation NOK | 252.1K | $3.3 million | 1.41% | |
| iShares Trust IBB | 16.2K | $3.1 million | 1.30% | |
| Warby Parker Inc. WRBY | 90.1K | $2.7 million | 1.15% | |
| Alphabet Inc. GOOGL | 7.2K | $2.6 million | 1.08% | |
| Home Depot, Inc. HD | 6.3K | $2.2 million | 0.94% | |
| Spotify Technology S.A. SPOT | 4.5K | $2.1 million | 0.87% | |
| Celestica Inc. CLS | 5.4K | $2.0 million | 0.83% | |
| Freyr Battery Inc. TE | 189.1K | $1.8 million | 0.76% | |
| Nextnav Inc. NN | 99.1K | $1.8 million | 0.74% | |
| Broadcom Inc. AVGO | 4.5K | $1.7 million | 0.72% | |
| Qualcomm Inc. QCOM | 8.9K | $1.7 million | 0.70% | |
| Vaneck ETF Trust GDX | 18.0K | $1.4 million | 0.57% | |
| Apple Inc. AAPL | 4.5K | $1.3 million | 0.55% | |
| Mobileye Global Inc. MBLY | 135.1K | $1.3 million | 0.55% | |
| Micron Technology Inc. MU | 1.1K | $1.3 million | 0.55% | |
| Western Digital Corp. WDC | 1.9K | $1.2 million | 0.50% | |
| Zillow Group, Inc. Z | 36.0K | $1.1 million | 0.48% | |
| Ouster, Inc. OUST | 18.0K | $1.1 million | 0.47% | |
| KraneShares Trust KWEB | 45.0K | $1.1 million | 0.46% | |
| Arista Networks, Inc. ANET | 6.3K | $1.1 million | 0.45% | |
| ServiceNow, Inc. NOW | 9.0K | $893,917 | 0.38% | |
| Advisorshares Trust MSOS | 162.1K | $823,422 | 0.35% | |
| Planet Labs PBC PL | 24.3K | $805,523 | 0.34% | |
| DigitalOcean Holdings, Inc. DOCN | 4.5K | $707,106 | 0.30% | |
| Merck & Co., Inc. MRK | 5.4K | $694,414 | 0.29% | |
| Fuelcell Energy Inc. Com New FCEL | 18.0K | $648,468 | 0.27% | |
| Amkor Technology, Inc. AMKR | 7.3K | $631,117 | 0.27% | |
| Okta, Inc. OKTA | 4.5K | $620,711 | 0.26% | |
| Penguin Solutions, Inc. PENG | 8.1K | $615,985 | 0.26% | |
| VELO3D Inc. VELO | 33.3K | $584,748 | 0.25% | |
| Lattice Semiconductor Corp. LSCC | 3.7K | $564,269 | 0.24% | |
| Globalfoundries Inc. GFS | 6.6K | $546,213 | 0.23% | |
| AeroVironment Inc. AVAV | 3.2K | $534,992 | 0.23% | |
| Rocket Lab Corp. RKLB | 4.5K | $457,628 | 0.19% | |
| Enphase Energy, Inc. ENPH | 9.0K | $443,406 | 0.19% | |
| Wolfspeed Inc. WOLF | 9.0K | $434,443 | 0.18% | |
| Cava Group, Inc. CAVA | 3.6K | $282,685 | 0.12% | |
| Lightwave Logic Inc. LWLG | 22.5K | $212,964 | 0.09% | |
| Energy Vault Holdings Inc. NRGV | 45.0K | $212,068 | 0.09% | |
| Honeywell International Inc. HON | 901 | $201,734 | 0.08% | |
| Poet Technologies Inc. POET | 18.0K | $185,143 | 0.08% | |
| Exyn Technologies Inc. EXYNW | 29.3K | $38,918 | 0.02% |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read more
Change is shares against its 13F for the quarter before.Options it reported
| Company | Option | Shares under the options | Value of those shares |
|---|---|---|---|
| Microsoft Corp. Call Oct 430 | Calls | 38.3K | $14.3 million |
| SPDR S&P 500 ETF Trust | Puts | 17.9K | $13.4 million |
| Ast Spacemobile Inc. | Calls | 144.2K | $12.8 million |
| Viking Therapeutics Inc. | Calls | 166.6K | $6.5 million |
| Invesco QQQ Trust | Puts | 6.7K | $4.9 million |
| Boston Scientific Corp. | Calls | 90.0K | $3.8 million |
| Kraneshares Trust | Calls | 135.1K | $3.3 million |
| Terawulf Inc. | Calls | 126.1K | $3.1 million |
| Lemonade Inc. | Calls | 45.0K | $2.9 million |
| Boeing Co. | Calls | 13.5K | $2.9 million |
| Listed FD Trust | Calls | 45.0K | $2.9 million |
| Papa Johns Intl Inc. | Calls | 67.5K | $2.5 million |
| Upstart Hldgs Inc. | Calls | 63.0K | $2.2 million |
| Uber Technologies Inc. | Calls | 24.8K | $1.8 million |
| Palantir Technologies Inc. Call Oct 43 | Calls | 14.9K | $1.7 million |
| Quantumscape Corp. | Calls | 225.2K | $1.7 million |
| Fuelcell Energy Inc. | Calls | 45.0K | $1.6 million |
| Airbnb Inc. | Calls | 9.0K | $1.3 million |
| Zoom Video Communications in | Calls | 13.6K | $1.2 million |
| Nextnav Inc. | Calls | 58.7K | $1.0 million |
| Coursera Inc. | Calls | 180.2K | $1.0 million |
| Energy Recovery Inc. | Calls | 112.5K | $1.0 million |
| Recursion Pharmaceuticals in | Calls | 270.2K | $991,634 |
| Tempus Ai Inc. | Calls | 15.8K | $915,294 |
| Hawkeye 360 Inc. | Calls | 45.0K | $909,900 |
| Vita Coco Co. Inc. | Puts | 13.6K | $899,504 |
| Nike Inc. | Calls | 20.3K | $833,315 |
| Navitas Semiconductor Corp. | Calls | 45.0K | $806,400 |
| American Eagle Outfitters in | Calls | 45.0K | $774,000 |
| Sharonai Holdings Inc. | Calls | 9.0K | $761,940 |
| Lightwave Logic Inc. | Calls | 76.6K | $724,636 |
| Netapp Inc. | Calls | 4.5K | $696,420 |
| Array Technologies Inc. | Calls | 90.0K | $666,900 |
| Energy Fuels Inc. | Calls | 45.0K | $652,500 |
| Eldorado Gold Corp. New | Calls | 20.2K | $628,018 |
| Iris Energy Ltd | Calls | 13.6K | $621,928 |
| Core Scientific Inc. New | Calls | 22.5K | $575,775 |
| Pinterest Inc. | Calls | 27.0K | $567,810 |
| Amazon Com Inc. | Calls | 2.2K | $524,348 |
| Doordash Inc. | Calls | 2.7K | $498,231 |
| Infleqtion Inc. | Calls | 36.0K | $479,520 |
| Poet Technologies Inc. | Calls | 45.0K | $462,600 |
| Advisorshares Trust | Calls | 90.1K | $457,708 |
| Adeia Inc. | Calls | 13.6K | $447,848 |
| Energy Vault Holdings Inc. | Calls | 90.1K | $424,371 |
| Fermi Inc. | Calls | 45.1K | $413,116 |
| Hewlett Packard Enterprise C | Calls | 9.0K | $405,990 |
| Immunitybio Inc. | Calls | 45.0K | $394,200 |
| Coupang Inc. | Calls | 22.5K | $390,825 |
| Abivax SA | Calls | 2.7K | $359,802 |
| Alcoa Corp. | Calls | 6.7K | $349,338 |
| Compass Pathways PLC | Calls | 22.5K | $318,375 |
| Silicon Motion Technology Co. | Calls | 900 | $299,997 |
| Canadian Solar Inc. | Calls | 18.0K | $288,360 |
| Figure Technology Solutio | Calls | 9.0K | $276,390 |
| Plug Power Inc. | Calls | 90.1K | $244,171 |
| ProShares Trust II UVXY | Calls | 9.0K | $224,010 |
| Shoals Technologies Group in | Calls | 22.5K | $222,750 |
| Arbe Robotics Ltd | Calls | 44.8K | $37,184 |
59 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.