Sender Co & Partners, Inc. In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Sender Co & Partners, Inc. reported 60 stock positions worth $237.3 million . Its top holding was Boeing (BA) at 10.8% of the portfolio, followed by Kenvue (KVUE, 8.0% ) and Ast Spacemobile (ASTS, 7.9% ). Compared with Q1 2026, it opened 36 new positions, sold out of 15, added to 15 and reduced 9. The biggest buy was a new position in Zoom Communications (ZM) and the biggest sale SS Health Care Select Sector (XLV, shares −72% ).
Location NEW YORK, NY
CIK 0001659380
Portfolio Value $237.3M (Q2 2026) Holdings 60 stocks · $237.3M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2026 BA The Boeing Co. 118,868 $25.7M Add +39.6% KVUE Kenvue Inc. 990,550 $18.9M Add +0.5% ASTS Ast Spacemobile Inc. 211,618 $18.8M Add +490.1% AUR Aurora Innovation Inc. 2,701,503 $18.4M Add +25.6% LLY Eli Lilly & Co. 12,607 $15.1M Reduce -3.0% ZM Zoom Communications Inc. 168,357 $14.5M New AMZN Amazon.com Inc. 48,780 $11.6M New V Visa Inc. Class A 26,115 $9.0M Add +316.1% LASR Nlight Inc. 127,869 $8.9M Add +1.9% NVDA Nvidia Corp. 42,324 $8.5M Add +162.3% KMB Kimberly-Clark Corp. 63,035 $6.9M Reduce -49.8% BKSY Blacksky Technology Inc. 198,109 $5.5M Add +342.0% AMPX Amprius Technologies Inc. 355,692 $4.9M Add +98.4% USAR USA Rare Earth Inc. 216,120 $4.7M New FICO Fair Isaac Corp. 3,602 $4.3M Add +8.6% LYV Live Nation Entertainment Inc. 21,612 $4.0M New CRM Salesforce Inc. 24,313 $3.8M New XLV SS Health Care Select Sector 21,613 $3.4M Reduce -71.6% MSFT Microsoft Corp. 8,983 $3.4M New NOK Nokia Corp.-Spon ADR 252,139 $3.3M Add +603.1% IBB iShares Biotechnology ETF 16,209 $3.1M New WRBY Warby Parker Inc. Class A 90,051 $2.7M Add +57.0% GOOGL Alphabet Inc. Class A 7,204 $2.6M New HD Home Depot Inc. 6,305 $2.2M New SPOT Spotify Technology SA 4,502 $2.1M New CLS Celestica Inc. 5,403 $2.0M New TE T1 Energy Inc. 189,106 $1.8M Add +110.9% NN Nextnav Inc. 99,055 $1.8M Reduce -51.1% AVGO Broadcom Inc. 4,503 $1.7M New QCOM Qualcomm Inc. 8,950 $1.7M New GDX Vaneck Gold Miners ETF 18,010 $1.4M New AAPL Apple Inc. 4,538 $1.3M Reduce -82.5% MBLY Mobileye Global Inc. Class A 135,077 $1.3M Add +276.7% MU Micron Technology Inc. 1,121 $1.3M New WDC Western Digital Corp. 1,864 $1.2M New Z Zillow Group Inc. Class C 36,020 $1.1M Add +8.6% OUST Ouster Inc. 18,010 $1.1M New KWEB Kranesh Csi China Internet 45,026 $1.1M New ANET Arista Networks Inc. 6,304 $1.1M New NOW ServiceNow Inc. 9,004 $894K New MSOS Advisorshares Pure US Cann 162,091 $823K Reduce -81.0% PL Planet Labs PBC 24,314 $806K New DOCN Digitalocean Holdings Inc. 4,503 $707K New MRK Merck & Co. Inc. 5,404 $694K New FCEL Fuelcell Energy Inc. 18,008 $648K New AMKR Amkor Technology Inc. 7,319 $631K New OKTA Okta Inc. 4,549 $621K New PENG Penguin Solutions Inc. 8,104 $616K New VELO VELO3D Inc. 33,319 $585K Reduce -76.8% LSCC Lattice Semiconductor Corp. 3,689 $564K Reduce -41.2% GFS Globalfoundries Inc. 6,628 $546K New AVAV Aerovironment Inc. 3,241 $535K New RKLB Rocket Lab Corp. 4,502 $458K New ENPH Enphase Energy Inc. 9,005 $443K New WOLF Wolfspeed Inc. 9,004 $434K New CAVA Cava Group Inc. 3,602 $283K New LWLG Lightwave Logic Inc. 22,512 $213K New NRGV Energy Vault Holdings Inc. 45,025 $212K New HON Honeywell International Inc. 901 $202K Reduce -86.6% POET Poet Technologies Inc. 18,010 $185K New
Options reported separately and not counted above: MICROSOFT CORP calls ($14.3M), STATE STR SPDR S&P 500 ETF T puts ($13.4M), AST SPACEMOBILE INC calls ($12.8M), VIKING THERAPEUTICS INC calls ($6.5M), INVESCO QQQ TR puts ($4.9M), BOSTON SCIENTIFIC CORP calls ($3.8M), KRANESHARES TRUST calls ($3.3M), TERAWULF INC calls ($3.1M), LEMONADE INC calls ($2.9M), BOEING CO calls ($2.9M), LISTED FDS TR calls ($2.9M), PAPA JOHNS INTL INC calls ($2.5M), and 47 more.
Other holdings (1): bonds, preferreds, convertibles and warrants · $39K (not counted above) Security Class Shares / Principal Value Change EXYNW Exyn Technologies Inc. *W EXP 04/21/203 29,262 $39K New
Total filed on the 13F, all lines: $237.3M.
Portfolio Sells Q1 2026 → Q2 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▲ XLV SS Health Care Select Sector Reduce -71.6% 1.45% −6.71 KMB Kimberly-Clark Corp. Reduce -49.8% 2.92% −5.92 RBLX Roblox Corp. Class A Sold out 0.00% −4.44 AAPL Apple Inc. Reduce -82.5% 0.55% −4.26 LLY Eli Lilly & Co. Reduce -3.0% 6.37% −2.36 HON Honeywell International Inc. Reduce -86.6% 0.09% −2.13 MSOS Advisorshares Pure US Cann Reduce -81.0% 0.35% −1.86 NKE Nike Inc. Class B Sold out 0.00% −1.73 NN Nextnav Inc. Reduce -51.1% 0.74% −1.63 AMAT Applied Materials Inc. Sold out 0.00% −1.12 VELO VELO3D Inc. Reduce -76.8% 0.25% −0.74 TTMI TTM Technologies Sold out 0.00% −0.51 CORZ Core Scientific Inc. Sold out 0.00% −0.49 TSM Taiwan Semiconductor-SP ADR Sold out 0.00% −0.44 INTC Intel Corp. Sold out 0.00% −0.43 COHR Coherent Corp. Sold out 0.00% −0.39 VKTX Viking Therapeutics Inc. Sold out 0.00% −0.38 SARO Standardaero Inc. Sold out 0.00% −0.27 META Meta Platforms Inc. Class A Sold out 0.00% −0.23 VSXY Victoria's Secret & Co. Sold out 0.00% −0.21 LSCC Lattice Semiconductor Corp. Reduce -41.2% 0.24% −0.19 SEI Solaris Energy Infrastructur Sold out 0.00% −0.18 AKAM Akamai Technologies Inc. Sold out 0.00% −0.15 ORBS Eightco Holdings Inc. Sold out 0.00% −0.02
Portfolio Buys Q1 2026 → Q2 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▼ ZM Zoom Communications Inc. New 6.12% +6.12 ASTS Ast Spacemobile Inc. Add +490.1% 7.92% +5.75 AMZN Amazon.com Inc. New 4.90% +4.90 V Visa Inc. Class A Add +316.1% 3.78% +2.39 USAR USA Rare Earth Inc. New 1.97% +1.97 LYV Live Nation Entertainment Inc. New 1.67% +1.67 CRM Salesforce Inc. New 1.61% +1.61 NVDA Nvidia Corp. Add +162.3% 3.57% +1.51 BKSY Blacksky Technology Inc. Add +342.0% 2.33% +1.51 MSFT Microsoft Corp. New 1.41% +1.41 IBB iShares Biotechnology ETF New 1.30% +1.30 AUR Aurora Innovation Inc. Add +25.6% 7.76% +1.29 NOK Nokia Corp.-Spon ADR Add +603.1% 1.41% +1.20 GOOGL Alphabet Inc. Class A New 1.08% +1.08 HD Home Depot Inc. New 0.94% +0.94 SPOT Spotify Technology SA New 0.87% +0.87 CLS Celestica Inc. New 0.83% +0.83 AVGO Broadcom Inc. New 0.72% +0.72 QCOM Qualcomm Inc. New 0.70% +0.70 GDX Vaneck Gold Miners ETF New 0.57% +0.57 MU Micron Technology Inc. New 0.55% +0.55 WDC Western Digital Corp. New 0.50% +0.50 OUST Ouster Inc. New 0.47% +0.47 TE T1 Energy Inc. Add +110.9% 0.76% +0.47 KWEB Kranesh Csi China Internet New 0.46% +0.46 ANET Arista Networks Inc. New 0.45% +0.45 NOW ServiceNow Inc. New 0.38% +0.38 MBLY Mobileye Global Inc. Class A Add +276.7% 0.55% +0.37 PL Planet Labs PBC New 0.34% +0.34 DOCN Digitalocean Holdings Inc. New 0.30% +0.30 MRK Merck & Co. Inc. New 0.29% +0.29 FCEL Fuelcell Energy Inc. New 0.27% +0.27 WRBY Warby Parker Inc. Class A Add +57.0% 1.15% +0.27 AMKR Amkor Technology Inc. New 0.27% +0.27 OKTA Okta Inc. New 0.26% +0.26 PENG Penguin Solutions Inc. New 0.26% +0.26 GFS Globalfoundries Inc. New 0.23% +0.23 AVAV Aerovironment Inc. New 0.23% +0.23 RKLB Rocket Lab Corp. New 0.19% +0.19 ENPH Enphase Energy Inc. New 0.19% +0.19 WOLF Wolfspeed Inc. New 0.18% +0.18 CAVA Cava Group Inc. New 0.12% +0.12 LWLG Lightwave Logic Inc. New 0.09% +0.09 NRGV Energy Vault Holdings Inc. New 0.09% +0.09 POET Poet Technologies Inc. New 0.08% +0.08 AMPX Amprius Technologies Inc. Add +98.4% 2.08% −0.13 Z Zillow Group Inc. Class C Add +8.6% 0.48% −0.52 FICO Fair Isaac Corp. Add +8.6% 1.81% −0.77 LASR Nlight Inc. Add +1.9% 3.75% −1.47 BA The Boeing Co. Add +39.6% 10.84% −1.53
Options Activity Q1 2026 → Q2 2026 Security Type Change vs Q1 2026 Underlying Shares Value ▼ MICROSOFT CORP call New 38,300 $14.3M ELI LILLY & CO call Sold out 14,700 $13.5Mbefore exit STATE STR SPDR S&P 500 ETF T put New 17,900 $13.4M AST SPACEMOBILE INC call Add +748.2% 144,200 $12.8M VIKING THERAPEUTICS INC call Add +209.7% 166,600 $6.5M INVESCO QQQ TR put New 6,700 $4.9M BOSTON SCIENTIFIC CORP call New 90,000 $3.8M LIONSGATE STUDIOS CORP call Sold out 358,600 $3.4Mbefore exit KRANESHARES TRUST call New 135,100 $3.3M TERAWULF INC call New 126,100 $3.1M LEMONADE INC call New 45,000 $2.9M BOEING CO call New 13,500 $2.9M LISTED FDS TR call New 45,000 $2.9M PAPA JOHNS INTL INC call New 67,500 $2.5M UPSTART HLDGS INC call New 63,000 $2.2M UBER TECHNOLOGIES INC call New 24,800 $1.8M PALANTIR TECHNOLOGIES INC call New 14,900 $1.7M QUANTUMSCAPE CORP call New 225,200 $1.7M FUELCELL ENERGY INC call New 45,000 $1.6M AIRBNB INC call New 9,000 $1.3M ZOOM COMMUNICATIONS INC call New 13,600 $1.2M NEXTNAV INC call Add +162.1% 58,700 $1.0M COURSERA INC call New 180,200 $1.0M ENERGY RECOVERY INC call New 112,500 $1.0M RECURSION PHARMACEUTICALS IN call New 270,200 $992K TEMPUS AI INC call New 15,800 $915K HAWKEYE 360 INC call New 45,000 $910K VITA COCO CO INC put New 13,600 $900K NIKE INC call New 20,300 $833K NAVITAS SEMICONDUCTOR CORP call New 45,000 $806K AMERICAN EAGLE OUTFITTERS IN call New 45,000 $774K SHARONAI HOLDINGS INC call New 9,000 $762K LIGHTWAVE LOGIC INC call New 76,600 $725K NETAPP INC call New 4,500 $696K ARRAY TECHNOLOGIES INC call New 90,000 $667K ENERGY FUELS INC call New 45,000 $653K ELDORADO GOLD CORP NEW call New 20,200 $628K IREN LIMITED call New 13,600 $622K UNITY SOFTWARE INC call Sold out 26,900 $590Kbefore exit CORE SCIENTIFIC INC NEW call Reduce -93.0% 22,500 $576K PINTEREST INC call New 27,000 $568K AMAZON COM INC call New 2,200 $524K DOORDASH INC call New 2,700 $498K APOLLO GLOBAL MGMT INC call Sold out 4,400 $490Kbefore exit INFLEQTION INC call New 36,000 $480K POET TECHNOLOGIES INC call New 45,000 $463K ADVISORSHARES TR call New 90,100 $458K ADEIA INC call New 13,600 $448K CELLDEX THERAPEUTICS INC NEW call Sold out 13,400 $425Kbefore exit ENERGY VAULT HOLDINGS INC call New 90,100 $424K
Showing the first 50 of 66.
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2026 → Q2 2026 Security Class Change vs Q1 2026 Shares / Principal Value ▼ EXYNW Exyn Technologies Inc. *W EXP 04/21/203 New 29,262 $39K
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 60 $237.3M BA, KVUE, ASTS, AUR, LLY Q1 2026 39 $137.0M KVUE, BA, KMB, LLY, XLV Q4 2025 69 $175.5M KVUE, BA, LLY, NVDA, KMB Q3 2025 209 $258.5M KVUE, BA, CEG, XLV, LLY Q2 2025 275 $353.3M KENVUE INC, ISHARES TR, KVUE, NVDA, APPLE INC Q1 2025 62 $134.6M BA, AMZN, TTD, GOOGL, ASTS Q4 2024 49 $80.5M XLV, IWM, BA, EWY, ASTS Q3 2024 38 $46.7M BA, MSOS, EA, META, CORZ Q2 2024 39 $87.1M STATE STR SPDR S&P 500 ETF T, PYPL, DIS, BA, GDX Q1 2024 32 $58.2M MSOS, ADVISORSHARES TR, AAPL, GDX, KVUE