Q2 2026 13F · SEC CIK 1659380

Sender Co & Partners, Inc.

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $237.3M
Reported positions: 61
Top holdings a year, 3 yrs: +13.6%
Assets under management: $264.8M

Sender Co & Partners, Inc. is a hedge fund that reported 61 positions worth $237.3M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Boeing Co (BA, 10.8%), Kenvue Inc (KVUE, 8.0%), AST SpaceMobile Inc (ASTS, 7.9%). A portfolio copying its top holdings returned 13.6% a year over the last 3 years, against 21.1% for the S&P 500.

Sender Co & Partners, Inc. holdings largest 50 of 61 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Sender Co & Partners, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
BABoeing Co	10.8%	12.4%	118,868	+39.6%	$25.7M
KVUEKenvue Inc	8.0%	12.4%	990,550	+0.4%	$18.9M
ASTSAST SpaceMobile Inc	7.9%	2.2%	211,618	+490.1%	$18.8M
AURAurora Innovation Cl A	7.8%	6.5%	2,701,503	+25.6%	$18.4M
LLYEli Lilly & Co	6.4%	8.7%	12,607	-3.0%	$15.1M
ZMZoom Communications Inc	6.1%	New	168,357	—	$14.5M
AMZNAmazon Com Inc	4.9%	New	48,780	—	$11.6M
VVisa Inc	3.8%	1.4%	26,115	+316.1%	$9.0M
LASRNlight Inc	3.8%	5.2%	127,869	+1.9%	$8.9M
NVDANvidia Corporation	3.6%	2.1%	42,324	+162.3%	$8.5M
KMBKimberly-Clark Corp	2.9%	8.8%	63,035	-49.8%	$6.9M
BKSYBlacksky Technology Inc	2.3%	0.8%	198,109	+342.0%	$5.5M
AMPXAmprius Technologies Inc	2.1%	2.2%	355,692	+98.4%	$4.9M
USARUSA Rare Earth Inc	2.0%	New	216,120	—	$4.7M
FICOFair Isaac Corp	1.8%	2.6%	3,602	+8.6%	$4.3M
LYVLive Nation Entertainment in	1.7%	New	21,612	—	$4.0M
CRMSalesforce Inc	1.6%	New	24,313	—	$3.8M
XLVSelect Sector Spdr Tr	1.4%	8.2%	21,613	-71.6%	$3.4M
MSFTMicrosoft Corp	1.4%	New	8,983	—	$3.4M
NOKNokia Corp	1.4%	0.2%	252,139	+603.1%	$3.3M
IBBIshares Tr	1.3%	New	16,209	—	$3.1M
WRBYWarby Parker Inc	1.2%	0.9%	90,051	+56.9%	$2.7M
GOOGLAlphabet Inc	1.1%	New	7,204	—	$2.6M
HDHome Depot Inc	0.9%	New	6,305	—	$2.2M
SPOTSpotify Technology SA	0.9%	New	4,502	—	$2.1M
CLSCelestica Inc	0.8%	New	5,403	—	$2.0M
TET1 Energy Inc	0.8%	0.3%	189,106	+110.9%	$1.8M
NNNextnav Inc	0.7%	2.4%	99,055	-51.1%	$1.8M
AVGOBroadcom Inc	0.7%	New	4,503	—	$1.7M
QCOMQualcomm Inc	0.7%	New	8,950	—	$1.7M
GDXVaneck ETF Trust	0.6%	New	18,010	—	$1.4M
AAPLApple Inc	0.6%	4.8%	4,538	-82.5%	$1.3M
MBLYMobileye Global Inc Common Class A	0.6%	0.2%	135,077	+276.7%	$1.3M
MUMicron Technology Inc	0.5%	New	1,121	—	$1.3M
WDCWestern Digital Corp Com	0.5%	New	1,864	—	$1.2M
ZZillow Group Inc	0.5%	1.0%	36,020	+8.6%	$1.1M
OUSTOuster Inc	0.5%	New	18,010	—	$1.1M
KWEBKraneshares Trust	0.5%	New	45,026	—	$1.1M
ANETArista Networks Inc	0.5%	New	6,304	—	$1.1M
NOWServicenow Inc	0.4%	New	9,004	—	$894K
MSOSAdvisorshares Tr	0.3%	2.2%	162,091	-81.0%	$823K
PLPlanet Labs Pbc	0.3%	New	24,314	—	$806K
DOCNDigitalocean Hldgs Inc	0.3%	New	4,503	—	$707K
MRKMerck & Co Inc	0.3%	New	5,404	—	$694K
FCELFuelCell Energy Inc	0.3%	New	18,008	—	$648K
AMKRAmkor Technology Inc	0.3%	New	7,319	—	$631K
OKTAOkta Inc	0.3%	New	4,549	—	$621K
PENGPenguin Solutions Inc	0.3%	New	8,104	—	$616K
92259N302Velo3d Inc	0.2%	1.0%	33,319	-76.8%	$585K
LSCCLattice Semiconductor Corp	0.2%	0.4%	3,689	-41.2%	$564K

What Sender Co & Partners, Inc. bought and sold in Q2 2026, against Q1 2026.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +6.5% /yr; S&P 500 +23.4%
3 years: +13.6% /yr; S&P 500 +21.1%
5 years: +3.5% /yr; S&P 500 +11.9%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$237.3M	61
Q1 2026	$137.0M	39
Q4 2025	$175.5M	69
Q3 2025	$258.5M	209
Q2 2025	$353.4M	277
Q1 2025	$134.6M	62
Q4 2024	$80.5M	49
Q3 2024	$46.7M	38
Q2 2024	$87.1M	39
Q1 2024	$58.2M	32
Q4 2023	$52.2M	27
Q3 2023	$60.9M	32

Questions about Sender Co & Partners, Inc.'s portfolio

What stocks does Sender Co & Partners, Inc. own?

Sender Co & Partners, Inc.'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 61 positions worth $237.3M. The largest are Boeing Co (BA) at 10.8%, Kenvue Inc (KVUE) at 8.0%, AST SpaceMobile Inc (ASTS) at 7.9%, Aurora Innovation Cl A (AUR) at 7.8% and Eli Lilly & Co (LLY) at 6.4%.

What did Sender Co & Partners, Inc. buy last quarter?

In Q2 2026, Sender Co & Partners, Inc. added a new position in Zoom Communications Inc (ZM), a new position in Amazon Com Inc (AMZN), a new position in USA Rare Earth Inc (USAR), a new position in Live Nation Entertainment in (LYV), a new position in Salesforce Inc (CRM), Nokia Corp (NOK) (+603.1% shares), AST SpaceMobile Inc (ASTS) (+490.1% shares) and Blacksky Technology Inc (BKSY) (+342.0% shares), compared with its Q1 2026 filing.

What did Sender Co & Partners, Inc. sell last quarter?

In Q2 2026, Sender Co & Partners, Inc. cut from its top 50 Roblox Corp (RBLX), cut from its top 50 Honeywell Intl. Inc (HON), cut from its top 50 Nike Inc (NKE), cut from its top 50 Applied Matls Inc (AMAT), cut from its top 50 Ttm Technologies Inc (TTMI), Apple Inc (AAPL) (-82.5% shares), Advisorshares Tr (MSOS) (-81.0% shares) and Velo3d Inc (-76.8% shares), compared with its Q1 2026 filing.

How has Sender Co & Partners, Inc.'s portfolio performed?

A portfolio copying Sender Co & Partners, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.6% a year over the last 3 years, against +21.1% for the S&P 500. Over 1 year: +6.5% against +23.4%. Over 5 years: +3.5% a year against +11.9%.

When is Sender Co & Partners, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Sender Co & Partners, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Sender Co & Partners, Inc. manage?

Sender Co & Partners, Inc. reported $264.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $237.3M.