HolderBook

Sender Co & Partners, Inc.

Reported holdings as of Q2 2026, from 19 quarterly filings.

This filer last reported in Q2 2026; the most recent quarter on file across all filers is Q3 2026. Firms that restructure stop filing under one CIK and start under another, so a successor entity may hold these positions now under a similar name.

CIK
1659380
Reported value
$344.9M
Positions
120
Top 10 weight
47.4%
Filed
2026-08-14
Days after quarter end
45

Holdings

Download these holdings as CSV

SecurityTickerValue SharesWeightWeight change Held Change
BOEING COBA$25.7M118,8687.46%-2.84pp13q+39.6%+$7.3M
KENVUE INCKVUE$18.9M990,5505.49%-4.84pp10qHELD
AST SPACEMOBILE INCASTS$18.8M211,6185.45%+3.65pp9q+490.1%+$15.6M
AURORA INNOVATION INCAUR$18.4M2,701,5035.34%-0.04pp4q+25.6%+$3.8M
ELI LILLY & COLLY$15.1M12,6074.38%-2.88pp6q-3.0%-$471.4K
ZOOM COMMUNICATIONS INCZM$14.5M168,3574.21%-newNEW
MICROSOFT CORP CALLMSFT$14.3Moptions only4.14%-newOPTIONS
STATE STR SPDR S&P 500 ETF T PUTSPY$13.4Moptions only3.88%-newOPTIONS
AST SPACEMOBILE INC CALLASTS$12.8Moptions only3.72%+2.86pp2qOPTIONS
AMAZON COM INCAMZN$11.6M48,7803.37%-newNEW
VISA INCV$9.0M26,1152.60%+1.45pp2q+316.1%+$6.8M
NLIGHT INCLASR$8.9M127,8692.58%-1.77pp3q+1.9%+$164.2K
NVIDIA CORPORATIONNVDA$8.5M42,3242.46%+0.75pp8q+162.3%+$5.2M
KIMBERLY-CLARK CORPKMB$6.9M63,0352.01%-5.35pp3q-49.8%-$6.9M
VIKING THERAPEUTICS INC CALLVKTX$6.5Moptions only1.88%+0.82pp3qOPTIONS
BLACKSKY TECHNOLOGY INCBKSY$5.5M198,1091.60%+0.92pp2q+342.0%+$4.3M
INVESCO QQQ TR PUTQQQ$4.9Moptions only1.43%-newOPTIONS
AMPRIUS TECHNOLOGIES INCAMPX$4.9M355,6921.43%-0.41pp2q+98.4%+$2.4M
USA RARE EARTH INCUSAR$4.7M216,1201.35%-newNEW
FAIR ISAAC CORPFICO$4.3M3,6021.25%-0.90pp4q+8.6%+$341.7K
LIVE NATION ENTERTAINMENT INLYV$4.0M21,6121.15%-newNEW
BOSTON SCIENTIFIC CORP CALLBSX$3.8Moptions only1.11%-newOPTIONS
SALESFORCE INCCRM$3.8M24,3131.10%-newNEW
SELECT SECTOR SPDR TRXLV$3.4M21,6130.99%-5.79pp5q-71.6%-$8.7M
MICROSOFT CORPMSFT$3.4M8,9830.97%-newNEW
NOKIA CORPNOK$3.3M252,1390.97%+0.80pp3q+603.1%+$2.9M
KRANESHARES TRUST CALLKWEB$3.3Moptions only0.95%-newOPTIONS
TERAWULF INC CALLWULF$3.1Moptions only0.90%-newOPTIONS
ISHARES TRIBB$3.1M16,2090.89%-newNEW
LEMONADE INC CALLLMND$2.9Moptions only0.85%-newOPTIONS
BOEING CO CALLBA$2.9Moptions only0.85%-newOPTIONS
LISTED FDS TR CALLHBTC$2.9Moptions only0.84%-newOPTIONS
WARBY PARKER INCWRBY$2.7M90,0510.79%+0.06pp3q+56.9%+$991.4K
ALPHABET INCGOOGL$2.6M7,2040.75%-newNEW
PAPA JOHNS INTL INC CALLPZZA$2.5Moptions only0.72%-newOPTIONS
UPSTART HLDGS INC CALLUPST$2.2Moptions only0.65%-newOPTIONS
HOME DEPOT INCHD$2.2M6,3050.64%-newNEW
SPOTIFY TECHNOLOGY S ASPOT$2.1M4,5020.60%-newNEW
CELESTICA INCCLS$2.0M5,4030.57%-newNEW
T1 ENERGY INCTE$1.8M189,1060.52%+0.28pp2q+110.9%+$942.8K
UBER TECHNOLOGIES INC CALLUBER$1.8Moptions only0.52%-newOPTIONS
NEXTNAV INCNN$1.8M99,0550.51%-1.46pp5q-51.1%-$1.8M
PALANTIR TECHNOLOGIES INC CALLPLTR$1.7Moptions only0.50%-newOPTIONS
QUANTUMSCAPE CORP CALLQS$1.7Moptions only0.49%-newOPTIONS
BROADCOM INCAVGO$1.7M4,5030.49%-newNEW
QUALCOMM INCQCOM$1.7M8,9500.48%-newNEW
FUELCELL ENERGY INC CALLFCEL$1.6Moptions only0.47%-newOPTIONS
VANECK ETF TRUSTGDX$1.4M18,0100.39%-newNEW
APPLE INCAAPL$1.3M4,5380.38%-3.63pp2q-82.5%-$6.2M
MOBILEYE GLOBAL INCMBLY$1.3M135,0770.38%+0.23pp2q+276.7%+$960.4K
MICRON TECHNOLOGY INCMU$1.3M1,1210.38%-newNEW
AIRBNB INC CALLABNB$1.3Moptions only0.37%-newOPTIONS
WESTERN DIGITAL CORPWDC$1.2M1,8640.35%-newNEW
ZOOM COMMUNICATIONS INC CALLZM$1.2Moptions only0.34%-newOPTIONS
ZILLOW GROUP INCZ$1.1M36,0200.33%-0.50pp2q+8.6%+$89.9K
OUSTER INCOUST$1.1M18,0100.33%-newNEW
KRANESHARES TRUSTKWEB$1.1M45,0260.32%-newNEW
ARISTA NETWORKS INCANET$1.1M6,3040.31%-newNEW
NEXTNAV INC CALLNN$1.0Moptions only0.30%+0.09pp2qOPTIONS
COURSERA INC CALLCOUR$1.0Moptions only0.29%-newOPTIONS
ENERGY RECOVERY INC CALLERII$1.0Moptions only0.29%-newOPTIONS
RECURSION PHARMACEUTICALS IN CALLRXRX$991.6Koptions only0.29%-newOPTIONS
TEMPUS AI INC CALLTEM$915.3Koptions only0.27%-newOPTIONS
HAWKEYE 360 INC CALLHAWK$909.9Koptions only0.26%-newOPTIONS
VITA COCO CO INC PUTCOCO$899.5Koptions only0.26%-newOPTIONS
SERVICENOW INCNOW$893.9K9,0040.26%-newNEW
NIKE INC CALLNKE$833.3Koptions only0.24%-newOPTIONS
ADVISORSHARES TRMSOS$823.4K162,0910.24%-1.60pp5q-81.0%-$3.5M
NAVITAS SEMICONDUCTOR CORP CALLNVTS$806.4Koptions only0.23%-newOPTIONS
PLANET LABS PBCPL$805.5K24,3140.23%-newNEW
AMERICAN EAGLE OUTFITTERS IN CALLAEO$774.0Koptions only0.22%-newOPTIONS
SHARONAI HOLDINGS INC CALLSHAZW$761.9Koptions only0.22%-newOPTIONS
LIGHTWAVE LOGIC INC CALLLWLG$724.6Koptions only0.21%-newOPTIONS
DIGITALOCEAN HLDGS INCDOCN$707.1K4,5030.21%-newNEW
NETAPP INC CALLNTAP$696.4Koptions only0.20%-newOPTIONS
MERCK & CO INCMRK$694.4K5,4040.20%-newNEW
ARRAY TECHNOLOGIES INC CALLARRY$666.9Koptions only0.19%-newOPTIONS
ENERGY FUELS INC CALLUUUU$652.5Koptions only0.19%-newOPTIONS
FUELCELL ENERGY INCFCEL$648.5K18,0080.19%-newNEW
AMKOR TECHNOLOGY INCAMKR$631.1K7,3190.18%-newNEW
ELDORADO GOLD CORP NEW CALLEGO$628.0Koptions only0.18%-newOPTIONS
IREN LIMITED CALLIREN$621.9Koptions only0.18%-newOPTIONS
OKTA INCOKTA$620.7K4,5490.18%-newNEW
PENGUIN SOLUTIONS INCPENG$616.0K8,1040.18%-newNEW
VELO3D INCVELO$584.7K33,3190.17%-0.65pp2q-76.8%-$1.9M
CORE SCIENTIFIC INC NEW CALLCORZZ$575.8Koptions only0.17%-2.77pp2qOPTIONS
PINTEREST INC CALLPINS$567.8Koptions only0.16%-newOPTIONS
LATTICE SEMICONDUCTOR CORPLSCC$564.3K3,6890.16%-0.19pp2q-41.2%-$395.7K
GLOBALFOUNDRIES INCGFS$546.2K6,6280.16%-newNEW
AEROVIRONMENT INCAVAV$535.0K3,2410.16%-newNEW
AMAZON COM INC CALLAMZN$524.3Koptions only0.15%-newOPTIONS
DOORDASH INC CALLDASH$498.2Koptions only0.14%-newOPTIONS
INFLEQTION INC CALLINFQ$479.5Koptions only0.14%-newOPTIONS
POET TECHNOLOGIES INC CALLPOET$462.6Koptions only0.13%-newOPTIONS
ADVISORSHARES TR CALLDWSH$457.7Koptions only0.13%-newOPTIONS
ROCKET LAB CORPRKLB$457.6K4,5020.13%-newNEW
ADEIA INC CALLADEA$447.8Koptions only0.13%-newOPTIONS
ENPHASE ENERGY INCENPH$443.4K9,0050.13%-newNEW
WOLFSPEED INCWOLF$434.4K9,0040.13%-newNEW
ENERGY VAULT HOLDINGS INC CALLNRGV$424.4Koptions only0.12%-newOPTIONS
FERMI INC CALLFRMI$413.1Koptions only0.12%-newOPTIONS
HEWLETT PACKARD ENTERPRISE C CALLHPE$406.0Koptions only0.12%-newOPTIONS
IMMUNITYBIO INC CALLIBRX$394.2Koptions only0.11%-newOPTIONS
COUPANG INC CALLCPNG$390.8Koptions only0.11%-newOPTIONS
ABIVAX SA CALLABVX$359.8Koptions only0.10%-newOPTIONS
ALCOA CORP CALLAA$349.3Koptions only0.10%-newOPTIONS
COMPASS PATHWAYS PLC CALLCMPS$318.4Koptions only0.09%-0.06pp2qOPTIONS
SILICON MOTION TECHNOLOGY CO CALLSIMO$300.0Koptions only0.09%-newOPTIONS
CANADIAN SOLAR INC CALLCSIQ$288.4Koptions only0.08%-newOPTIONS
CAVA GROUP INCCAVA$282.7K3,6020.08%-newNEW
FIGURE TECHNOLOGY SOLUTIO CALLFIGR$276.4Koptions only0.08%-newOPTIONS
PLUG PWR INC CALLPLUG$244.2Koptions only0.07%-newOPTIONS
PROSHARES TR II CALLUVXY$224.0Koptions only0.06%-newOPTIONS
SHOALS TECHNOLOGIES GROUP IN CALLSHLS$222.8Koptions only0.06%-newOPTIONS
LIGHTWAVE LOGIC INCLWLG$213.0K22,5120.06%-newNEW
ENERGY VAULT HOLDINGS INCNRGV$212.1K45,0250.06%-newNEW
HONEYWELL INTL INCHON$201.7K9010.06%-newNEW
POET TECHNOLOGIES INCPOET$185.1K18,0100.05%-newNEW
EXYN TECHNOLOGIES INC$38.9K29,2620.01%-newNEW
ARBE ROBOTICS LTD CALLARBE$37.2Koptions only0.01%-0.01pp2qOPTIONS

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Software & IT Services 19.5%Semiconductors & Electronics 14.9%Telecom & Media 11.0%Autos & Aerospace 9.4%Biotech & Pharma 7.1%Chemicals 6.0%Retail & Consumer 5.3%Funds & ETFs 5.3%Business Services 5.2%Industrials 2.8%Banks & Lending 2.0%Medical Devices 1.9%Other sectors 4.5%Not classified 5.1%
 
SectorValueShare
Software & IT Services$67.2M19.5%
Semiconductors & Electronics$51.4M14.9%
Telecom & Media$38.1M11.0%
Autos & Aerospace$32.5M9.4%
Biotech & Pharma$24.4M7.1%
Chemicals$20.7M6.0%
Retail & Consumer$18.3M5.3%
Funds & ETFs$18.3M5.3%
Business Services$18.0M5.2%
Industrials$9.6M2.8%
Banks & Lending$6.8M2.0%
Medical Devices$6.6M1.9%
Other sectors$15.4M4.5%
Not classified$17.6M5.1%

What the disclosed book did

This is not the fund's return. A 13F shows long US equity positions only, so shorts, bonds, foreign listings, private holdings and cash are all invisible here. What this measures is the quarter's change in value of the positions this manager disclosed, had they been left untouched - the return a reader following the filing would have earned.

QuarterBookMarket DifferencePriced
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%

Market is SPY over the same two quarter ends, priced the same way as everything else here - the median across every filer reporting it. It is a large-cap US proxy, so a manager holding small caps or biotech will beat or trail it for reasons that are not skill. Prices are quarter-end to quarter-end and say nothing about the path in between, or about trades opened and closed inside a quarter.

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$344.9M120911482447.4%45
Q1 2026$164.6M53301197967.7%45
Q4 2025$214.5M10237172639746.5%48
Q3 2025$914.3M462337398115227.8%48
Q2 2025$353.4M27723515223127.4%46
Q1 2025$190.6M73482133049.5%46
Q4 2024$110.2M55341462451.1%45
Q3 2024$80.9M4526992064.9%46
Q2 2024$87.1M39236101681.6%45
Q1 2024$58.2M3225522076.4%37
Q4 2023$52.2M2717452672.5%45
Q3 2023$70.8M362930965.9%38
Q2 2023$77.0M167523497.9%45
Q1 2023$95.0M43263123183.7%46
Q4 2022$76.2M4839423555.1%45
Q3 2022$40.8M4435311767.7%45
Q2 2022$47.7M2618154290.5%43
Q1 2022$93.5M50305147567.8%47
Q4 2021$195.3M95000041.6%45

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.