Sender Co & Partners, Inc.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Sender Co & Partners, Inc. reported 39 stock positions worth $87.1 million. Its top holding was State STR SPDR S&P 500 ETF T at 53.0% of the portfolio, followed by PayPal (PYPL, 6.5%) and Walt Disney (DIS, 5.1%). Compared with Q1 2024, it opened 23 new positions, sold out of 16, added to 6 and reduced 10. The biggest buy was a new position in State STR SPDR S&P 500 ETF T and the biggest sale Advisorshares Pure US Cann (MSOS, shares −99%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001659380
Portfolio Value
$87.1M (Q2 2024)
SEC Filing
0001420506-24-001564 ↗ filed Aug 14, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $58.2M Q1 2024 Q2 2024: $87.1M $87.1M Q2 2024 Q3 2024: $46.7M Q3 2024 Q4 2024: $80.5M Q4 2024 Q1 2025: $134.6M Q1 2025 Q2 2025: $353.3M Q2 2025 Q3 2025: $258.5M Q3 2025 Q4 2025: $175.5M Q4 2025 Q1 2026: $137.0M Q1 2026 Q2 2026: $237.3M Q2 2026

Holdings 39 stocks · $87.1M

STATE STR SPDR S&P 500 ETF T 52.99% 84,800 $46.1M New
PYPL PayPal Holdings Inc. 6.51% 97,622 $5.7M Add +2164.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO 5.08% 44,567 $4.4M New
BA The Boeing Co. 4.44% 21,223 $3.9M Add +1131.0%
GDX Vaneck Gold Miners ETF 2.65% 67,913 $2.3M Add +5.0%
CEG Constellation Energy 2.54% 11,035 $2.2M New
AAPL Apple Inc. 2.05% 8,484 $1.8M Reduce -34.4%
GAP The Gap Inc. 1.98% 72,157 $1.7M New
KVUE Kenvue Inc. 1.77% 84,890 $1.5M Reduce -1.6%
SPHR Sphere Entertainment Co. 1.64% 40,746 $1.4M Add +372.6%
AVGO Broadcom Inc. 1.56% 848 $1.4M Add +40.2%
GM General Motors Co. 1.36% 25,467 $1.2M Reduce -7.7%
FLUT Flutter Entertainment PLC-Di 1.24% 5,939 $1.1M New
TDOC Teladoc Health Inc. 1.19% 106,112 $1.0M New
CCJ Cameco Corp. 1.15% 20,371 $1.0M Reduce -1.6%
FSLR First Solar Inc. 1.10% 4,245 $957K New
NKE Nike Inc. Class B 1.03% 11,885 $896K New
CARR Carrier Global Corp. 0.92% 12,732 $803K New
VFC VF Corp. 0.89% 57,726 $779K New
ZM Zoom Communications Inc. filed as ZOOM VIDEO COMMUNICATIONS IN 0.87% 12,734 $754K New
OXY Occidental Petroleum Corp. 0.77% 10,611 $669K Add +36.7%
UBER Uber Technologies Inc. 0.71% 8,487 $617K New
SNOW Snowflake Inc. 0.66% 4,242 $573K Reduce -29.7%
PFE Pfizer Inc. 0.57% 17,826 $499K New
META Meta Platforms Inc. Class A 0.49% 848 $428K New
ALB Albemarle Corp. 0.47% 4,245 $405K New
AMGN Amgen Inc. 0.46% 1,272 $397K Reduce -41.0%
DD Dupont DE Nemours Inc. 0.39% 4,245 $342K New
AMZN Amazon.com Inc. 0.38% 1,696 $328K Reduce -60.7%
ENPH Enphase Energy Inc. 0.29% 2,546 $254K New
DKNG Draftkings Inc. Class A 0.26% 5,943 $227K New
MU Micron Technology Inc. 0.26% 1,698 $223K Reduce -1.5%
MDB Mongodb Inc. 0.24% 848 $212K New
RH RH 0.24% 849 $208K Reduce -72.7%
DBA Invesco DB Agriculture Fund 0.23% 8,489 $202K New
ASTS Ast Spacemobile Inc. 0.20% 15,280 $177K New
BE Bloom Energy Corp. Class A 0.18% 12,733 $156K New
MSOS Advisorshares Pure US Cann 0.18% 21,222 $156K Reduce -98.9%
LUNR Intuitive Machines Inc. 0.06% 16,978 $56K New

Portfolio Sells Q1 2024 → Q2 2024

MSOS Advisorshares Pure US Cann Reduce -98.9% 0.18% −33.60
ADVISORSHARES TR Sold out 0.00% −19.04
TSM Taiwan Semiconductor-SP ADR Sold out 0.00% −3.03
XBI SS SPDR S&P Biotech ETF Sold out 0.00% −2.95
SNPS Synopsys Inc. Sold out 0.00% −2.54
ORCL Oracle Corp. Sold out 0.00% −2.42
WDC Western Digital Corp. Sold out 0.00% −1.82
AAPL Apple Inc. Reduce -34.4% 2.05% −1.76
PINS Pinterest Inc. Class A Sold out 0.00% −1.65
RH RH Reduce -72.7% 0.24% −1.62
KVUE Kenvue Inc. Reduce -1.6% 1.77% −1.41
NVDA Nvidia Corp. Sold out 0.00% −1.34
CRWD CrowdStrike Holdings Inc. Class A Sold out 0.00% −1.19
EDR Endeavor Group Hold Class A Sold out 0.00% −1.14
NOW ServiceNow Inc. Sold out 0.00% −1.13
OKTA Okta Inc. Sold out 0.00% −1.09
SNOW Snowflake Inc. Reduce -29.7% 0.66% −1.02
AMZN Amazon.com Inc. Reduce -60.7% 0.38% −0.96
EPI Wisdomtree India Earnings Sold out 0.00% −0.84
GM General Motors Co. Reduce -7.7% 1.36% −0.79
HPQ HP Inc. Sold out 0.00% −0.67
CPNG Coupang Inc. Sold out 0.00% −0.63
AMGN Amgen Inc. Reduce -41.0% 0.46% −0.60
CCJ Cameco Corp. Reduce -1.6% 1.15% −0.39
RXRX Recursion Pharmaceuticals-A Sold out 0.00% −0.22
MU Micron Technology Inc. Reduce -1.5% 0.26% −0.09

Portfolio Buys Q1 2024 → Q2 2024

STATE STR SPDR S&P 500 ETF T New 52.99% +52.99
PYPL PayPal Holdings Inc. Add +2164.0% 6.51% +6.01
DIS The Walt Disney Co. New 5.08% +5.08
BA The Boeing Co. Add +1131.0% 4.44% +3.86
CEG Constellation Energy New 2.54% +2.54
GAP The Gap Inc. New 1.98% +1.98
FLUT Flutter Entertainment PLC-Di New 1.24% +1.24
TDOC Teladoc Health Inc. New 1.19% +1.19
FSLR First Solar Inc. New 1.10% +1.10
NKE Nike Inc. Class B New 1.03% +1.03
CARR Carrier Global Corp. New 0.92% +0.92
SPHR Sphere Entertainment Co. Add +372.6% 1.64% +0.91
VFC VF Corp. New 0.89% +0.89
ZM Zoom Communications Inc. New 0.87% +0.87
UBER Uber Technologies Inc. New 0.71% +0.71
PFE Pfizer Inc. New 0.57% +0.57
META Meta Platforms Inc. Class A New 0.49% +0.49
ALB Albemarle Corp. New 0.47% +0.47
DD Dupont DE Nemours Inc. New 0.39% +0.39
ENPH Enphase Energy Inc. New 0.29% +0.29
DKNG Draftkings Inc. Class A New 0.26% +0.26
MDB Mongodb Inc. New 0.24% +0.24
DBA Invesco DB Agriculture Fund New 0.23% +0.23
ASTS Ast Spacemobile Inc. New 0.20% +0.20
AVGO Broadcom Inc. Add +40.2% 1.56% +0.18
BE Bloom Energy Corp. Class A New 0.18% +0.18
LUNR Intuitive Machines Inc. New 0.06% +0.06
OXY Occidental Petroleum Corp. Add +36.7% 0.77% −0.10
GDX Vaneck Gold Miners ETF Add +5.0% 2.65% −0.87

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 60$237.3MBA, KVUE, ASTS, AUR, LLY
Q1 2026 39$137.0MKVUE, BA, KMB, LLY, XLV
Q4 2025 69$175.5MKVUE, BA, LLY, NVDA, KMB
Q3 2025 209$258.5MKVUE, BA, CEG, XLV, LLY
Q2 2025 275$353.3MKENVUE INC, ISHARES TR, KVUE, NVDA, APPLE INC
Q1 2025 62$134.6MBA, AMZN, TTD, GOOGL, ASTS
Q4 2024 49$80.5MXLV, IWM, BA, EWY, ASTS
Q3 2024 38$46.7MBA, MSOS, EA, META, CORZ
Q2 2024 39$87.1MSTATE STR SPDR S&P 500 ETF T, PYPL, DIS, BA, GDX
Q1 2024 32$58.2MMSOS, ADVISORSHARES TR, AAPL, GDX, KVUE