# Sender Co & Partners, Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1659380. Source: https://holderbook.com/funds/1659380-sender-co-partners-inc/

- Reported value: $344.9M
- Positions: 120
- Weight of the ten largest: 47.4%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $25.7M | 118,868 | 7.5% | 13 |
| KENVUE INC | [KVUE](https://holderbook.com/stocks/KVUE/) | $18.9M | 990,550 | 5.5% | 10 |
| AST SPACEMOBILE INC | [ASTS](https://holderbook.com/stocks/ASTS/) | $18.8M | 211,618 | 5.5% | 9 |
| AURORA INNOVATION INC | [AUR](https://holderbook.com/stocks/AUR/) | $18.4M | 2,701,503 | 5.3% | 4 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $15.1M | 12,607 | 4.4% | 6 |
| ZOOM COMMUNICATIONS INC | [ZM](https://holderbook.com/stocks/ZM/) | $14.5M | 168,357 | 4.2% | 1 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $14.3M | 0 | 4.1% | 1 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $13.4M | 0 | 3.9% | 1 |
| AST SPACEMOBILE INC | [ASTS](https://holderbook.com/stocks/ASTS/) | $12.8M | 0 | 3.7% | 2 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $11.6M | 48,780 | 3.4% | 1 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $9.0M | 26,115 | 2.6% | 2 |
| NLIGHT INC | [LASR](https://holderbook.com/stocks/LASR/) | $8.9M | 127,869 | 2.6% | 3 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $8.5M | 42,324 | 2.5% | 8 |
| KIMBERLY-CLARK CORP | [KMB](https://holderbook.com/stocks/KMB/) | $6.9M | 63,035 | 2.0% | 3 |
| VIKING THERAPEUTICS INC | [VKTX](https://holderbook.com/stocks/VKTX/) | $6.5M | 0 | 1.9% | 3 |
| BLACKSKY TECHNOLOGY INC | [BKSY](https://holderbook.com/stocks/BKSY/) | $5.5M | 198,109 | 1.6% | 2 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $4.9M | 0 | 1.4% | 1 |
| AMPRIUS TECHNOLOGIES INC | [AMPX](https://holderbook.com/stocks/AMPX/) | $4.9M | 355,692 | 1.4% | 2 |
| USA RARE EARTH INC | [USAR](https://holderbook.com/stocks/USAR/) | $4.7M | 216,120 | 1.4% | 1 |
| FAIR ISAAC CORP | [FICO](https://holderbook.com/stocks/FICO/) | $4.3M | 3,602 | 1.2% | 4 |
| LIVE NATION ENTERTAINMENT IN | [LYV](https://holderbook.com/stocks/LYV/) | $4.0M | 21,612 | 1.1% | 1 |
| BOSTON SCIENTIFIC CORP | [BSX](https://holderbook.com/stocks/BSX/) | $3.8M | 0 | 1.1% | 1 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $3.8M | 24,313 | 1.1% | 1 |
| SELECT SECTOR SPDR TR | [XLV](https://holderbook.com/stocks/XLV/) | $3.4M | 21,613 | 1.0% | 5 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $3.4M | 8,983 | 1.0% | 1 |
| NOKIA CORP | [NOK](https://holderbook.com/stocks/NOK/) | $3.3M | 252,139 | 1.0% | 3 |
| KRANESHARES TRUST | [KWEB](https://holderbook.com/stocks/KWEB/) | $3.3M | 0 | 1.0% | 1 |
| TERAWULF INC | [WULF](https://holderbook.com/stocks/WULF/) | $3.1M | 0 | 0.9% | 1 |
| ISHARES TR | [IBB](https://holderbook.com/stocks/IBB/) | $3.1M | 16,209 | 0.9% | 1 |
| LEMONADE INC | [LMND](https://holderbook.com/stocks/LMND/) | $2.9M | 0 | 0.8% | 1 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $2.9M | 0 | 0.8% | 1 |
| LISTED FDS TR | [HBTC](https://holderbook.com/stocks/HBTC/) | $2.9M | 0 | 0.8% | 1 |
| WARBY PARKER INC | [WRBY](https://holderbook.com/stocks/WRBY/) | $2.7M | 90,051 | 0.8% | 3 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $2.6M | 7,204 | 0.7% | 1 |
| PAPA JOHNS INTL INC | [PZZA](https://holderbook.com/stocks/PZZA/) | $2.5M | 0 | 0.7% | 1 |
| UPSTART HLDGS INC | [UPST](https://holderbook.com/stocks/UPST/) | $2.2M | 0 | 0.6% | 1 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $2.2M | 6,305 | 0.6% | 1 |
| SPOTIFY TECHNOLOGY S A | [SPOT](https://holderbook.com/stocks/SPOT/) | $2.1M | 4,502 | 0.6% | 1 |
| CELESTICA INC | [CLS](https://holderbook.com/stocks/CLS/) | $2.0M | 5,403 | 0.6% | 1 |
| T1 ENERGY INC | [TE](https://holderbook.com/stocks/TE/) | $1.8M | 189,106 | 0.5% | 2 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $1.8M | 0 | 0.5% | 1 |
| NEXTNAV INC | [NN](https://holderbook.com/stocks/NN/) | $1.8M | 99,055 | 0.5% | 5 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $1.7M | 0 | 0.5% | 1 |
| QUANTUMSCAPE CORP | [QS](https://holderbook.com/stocks/QS/) | $1.7M | 0 | 0.5% | 1 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $1.7M | 4,503 | 0.5% | 1 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $1.7M | 8,950 | 0.5% | 1 |
| FUELCELL ENERGY INC | [FCEL](https://holderbook.com/stocks/FCEL/) | $1.6M | 0 | 0.5% | 1 |
| VANECK ETF TRUST | [GDX](https://holderbook.com/stocks/GDX/) | $1.4M | 18,010 | 0.4% | 1 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $1.3M | 4,538 | 0.4% | 2 |
| MOBILEYE GLOBAL INC | [MBLY](https://holderbook.com/stocks/MBLY/) | $1.3M | 135,077 | 0.4% | 2 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $1.3M | 1,121 | 0.4% | 1 |
| AIRBNB INC | [ABNB](https://holderbook.com/stocks/ABNB/) | $1.3M | 0 | 0.4% | 1 |
| WESTERN DIGITAL CORP | [WDC](https://holderbook.com/stocks/WDC/) | $1.2M | 1,864 | 0.3% | 1 |
| ZOOM COMMUNICATIONS INC | [ZM](https://holderbook.com/stocks/ZM/) | $1.2M | 0 | 0.3% | 1 |
| ZILLOW GROUP INC | [Z](https://holderbook.com/stocks/Z/) | $1.1M | 36,020 | 0.3% | 2 |
| OUSTER INC | [OUST](https://holderbook.com/stocks/OUST/) | $1.1M | 18,010 | 0.3% | 1 |
| KRANESHARES TRUST | [KWEB](https://holderbook.com/stocks/KWEB/) | $1.1M | 45,026 | 0.3% | 1 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $1.1M | 6,304 | 0.3% | 1 |
| NEXTNAV INC | [NN](https://holderbook.com/stocks/NN/) | $1.0M | 0 | 0.3% | 2 |
| COURSERA INC | [COUR](https://holderbook.com/stocks/COUR/) | $1.0M | 0 | 0.3% | 1 |
| ENERGY RECOVERY INC | [ERII](https://holderbook.com/stocks/ERII/) | $1.0M | 0 | 0.3% | 1 |
| RECURSION PHARMACEUTICALS IN | [RXRX](https://holderbook.com/stocks/RXRX/) | $991.6K | 0 | 0.3% | 1 |
| TEMPUS AI INC | [TEM](https://holderbook.com/stocks/TEM/) | $915.3K | 0 | 0.3% | 1 |
| HAWKEYE 360 INC | [HAWK](https://holderbook.com/stocks/HAWK/) | $909.9K | 0 | 0.3% | 1 |
| VITA COCO CO INC | [COCO](https://holderbook.com/stocks/COCO/) | $899.5K | 0 | 0.3% | 1 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $893.9K | 9,004 | 0.3% | 1 |
| NIKE INC | [NKE](https://holderbook.com/stocks/NKE/) | $833.3K | 0 | 0.2% | 1 |
| ADVISORSHARES TR | [MSOS](https://holderbook.com/stocks/MSOS/) | $823.4K | 162,091 | 0.2% | 5 |
| NAVITAS SEMICONDUCTOR CORP | [NVTS](https://holderbook.com/stocks/NVTS/) | $806.4K | 0 | 0.2% | 1 |
| PLANET LABS PBC | [PL](https://holderbook.com/stocks/PL/) | $805.5K | 24,314 | 0.2% | 1 |
| AMERICAN EAGLE OUTFITTERS IN | [AEO](https://holderbook.com/stocks/AEO/) | $774.0K | 0 | 0.2% | 1 |
| SHARONAI HOLDINGS INC | [SHAZW](https://holderbook.com/stocks/SHAZW/) | $761.9K | 0 | 0.2% | 1 |
| LIGHTWAVE LOGIC INC | [LWLG](https://holderbook.com/stocks/LWLG/) | $724.6K | 0 | 0.2% | 1 |
| DIGITALOCEAN HLDGS INC | [DOCN](https://holderbook.com/stocks/DOCN/) | $707.1K | 4,503 | 0.2% | 1 |
| NETAPP INC | [NTAP](https://holderbook.com/stocks/NTAP/) | $696.4K | 0 | 0.2% | 1 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $694.4K | 5,404 | 0.2% | 1 |
| ARRAY TECHNOLOGIES INC | [ARRY](https://holderbook.com/stocks/ARRY/) | $666.9K | 0 | 0.2% | 1 |
| ENERGY FUELS INC | [UUUU](https://holderbook.com/stocks/UUUU/) | $652.5K | 0 | 0.2% | 1 |
| FUELCELL ENERGY INC | [FCEL](https://holderbook.com/stocks/FCEL/) | $648.5K | 18,008 | 0.2% | 1 |
| AMKOR TECHNOLOGY INC | [AMKR](https://holderbook.com/stocks/AMKR/) | $631.1K | 7,319 | 0.2% | 1 |
| ELDORADO GOLD CORP NEW | [EGO](https://holderbook.com/stocks/EGO/) | $628.0K | 0 | 0.2% | 1 |
| IREN LIMITED | [IREN](https://holderbook.com/stocks/IREN/) | $621.9K | 0 | 0.2% | 1 |
| OKTA INC | [OKTA](https://holderbook.com/stocks/OKTA/) | $620.7K | 4,549 | 0.2% | 1 |
| PENGUIN SOLUTIONS INC | [PENG](https://holderbook.com/stocks/PENG/) | $616.0K | 8,104 | 0.2% | 1 |
| VELO3D INC | [VELO](https://holderbook.com/stocks/VELO/) | $584.7K | 33,319 | 0.2% | 2 |
| CORE SCIENTIFIC INC NEW | [CORZZ](https://holderbook.com/stocks/CORZZ/) | $575.8K | 0 | 0.2% | 2 |
| PINTEREST INC | [PINS](https://holderbook.com/stocks/PINS/) | $567.8K | 0 | 0.2% | 1 |
| LATTICE SEMICONDUCTOR CORP | [LSCC](https://holderbook.com/stocks/LSCC/) | $564.3K | 3,689 | 0.2% | 2 |
| GLOBALFOUNDRIES INC | [GFS](https://holderbook.com/stocks/GFS/) | $546.2K | 6,628 | 0.2% | 1 |
| AEROVIRONMENT INC | [AVAV](https://holderbook.com/stocks/AVAV/) | $535.0K | 3,241 | 0.2% | 1 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $524.3K | 0 | 0.2% | 1 |
| DOORDASH INC | [DASH](https://holderbook.com/stocks/DASH/) | $498.2K | 0 | 0.1% | 1 |
| INFLEQTION INC | [INFQ](https://holderbook.com/stocks/INFQ/) | $479.5K | 0 | 0.1% | 1 |
| POET TECHNOLOGIES INC | [POET](https://holderbook.com/stocks/POET/) | $462.6K | 0 | 0.1% | 1 |
| ADVISORSHARES TR | [DWSH](https://holderbook.com/stocks/DWSH/) | $457.7K | 0 | 0.1% | 1 |
| ROCKET LAB CORP | [RKLB](https://holderbook.com/stocks/RKLB/) | $457.6K | 4,502 | 0.1% | 1 |
| ADEIA INC | [ADEA](https://holderbook.com/stocks/ADEA/) | $447.8K | 0 | 0.1% | 1 |
| ENPHASE ENERGY INC | [ENPH](https://holderbook.com/stocks/ENPH/) | $443.4K | 9,005 | 0.1% | 1 |
| WOLFSPEED INC | [WOLF](https://holderbook.com/stocks/WOLF/) | $434.4K | 9,004 | 0.1% | 1 |
| ENERGY VAULT HOLDINGS INC | [NRGV](https://holderbook.com/stocks/NRGV/) | $424.4K | 0 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +20.0% | +14.8% | +5.1% | 100% |
| Q1 2026 | -3.6% | -4.6% | +1.0% | 100% |
| Q4 2025 | +3.7% | +2.4% | +1.3% | 93% |
| Q3 2025 | +15.5% | +7.8% | +7.6% | 61% |
| Q2 2025 | +29.6% | +10.5% | +19.1% | 100% |
| Q1 2025 | +1.0% | -4.6% | +5.5% | 100% |
| Q4 2024 | -1.2% | +2.1% | -3.4% | 100% |
| Q2 2024 | -7.4% | +4.0% | -11.4% | 81% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $344.9M | 120 |
| Q1 2026 | $164.6M | 53 |
| Q4 2025 | $214.5M | 102 |
| Q3 2025 | $914.3M | 462 |
| Q2 2025 | $353.4M | 277 |
| Q1 2025 | $190.6M | 73 |
| Q4 2024 | $110.2M | 55 |
| Q3 2024 | $80.9M | 45 |
| Q2 2024 | $87.1M | 39 |
| Q1 2024 | $58.2M | 32 |
| Q4 2023 | $52.2M | 27 |
| Q3 2023 | $70.8M | 36 |