Sender Co & Partners, Inc.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 15, 2025), Sender Co & Partners, Inc. reported 275 stock positions worth $353.3 million. Its top holding was Kenvue at 5.1% of the portfolio, followed by iShares TR (4.0%) and Kenvue (KVUE, 3.8%). Compared with Q1 2025, it opened 237 new positions, sold out of 24, added to 15 and reduced 23. The biggest buy was a new position in Kenvue and the biggest sale an exit from Alphabet Class A (GOOGL).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001659380
Portfolio Value
$353.3M (Q2 2025)
SEC Filing
0001420506-25-002198 ↗ filed Aug 15, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $58.2M Q1 2024 Q2 2024: $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 $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 275 stocks · $353.3M
KENVUE INC 5.08% 857,800 $18.0M New
ISHARES TR 3.98% 65,200 $14.1M New
KVUE Kenvue Inc. 3.82% 645,397 $13.5M Add +462.8%
NVDA Nvidia Corp. 2.52% 56,309 $8.9M Add +332.1%
APPLE INC 2.26% 39,000 $8.0M New
BA The Boeing Co. 2.11% 35,519 $7.4M Reduce -36.1%
ASTS Ast Spacemobile Inc. 1.95% 147,219 $6.9M Reduce -50.2%
TESLA INC 1.91% 21,200 $6.7M New
CEG Constellation Energy 1.90% 20,791 $6.7M Reduce -14.5%
AMZN Amazon.com Inc. 1.86% 29,888 $6.6M Reduce -28.3%
SELECT SECTOR SPDR TR 1.65% 43,300 $5.8M New
LLY Eli Lilly & Co. 1.62% 7,362 $5.7M Add +429.6%
PPLT Abrdn Physical Platinum SHRS 1.54% 44,155 $5.4M Reduce -5.9%
GAP The Gap Inc. 1.48% 240,000 $5.2M Add +712.5%
COREWEAVE INC 1.42% 30,700 $5.0M New
VOYG Voyager Technologies Inc. Class A 1.34% 120,415 $4.7M New
XLV SS Health Care Select Sector 1.32% 34,651 $4.7M New
CSCO Cisco Systems Inc. 1.22% 62,346 $4.3M New
SNAP INC 1.02% 415,800 $3.6M New
KRANESHARES TRUST 0.97% 99,600 $3.4M New
COHR Coherent Corp. 0.93% 36,707 $3.3M Add +50.9%
HD Home Depot Inc. 0.91% 8,751 $3.2M New
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.89% 43,748 $3.1M Reduce -66.4%
AAPL Apple Inc. 0.88% 15,161 $3.1M New
SNPS Synopsys Inc. 0.88% 6,064 $3.1M Reduce -48.3%
TER Teradyne Inc. 0.87% 34,101 $3.1M Add +161.7%
MP MP Materials Corp. 0.86% 90,916 $3.0M New
TEVA Teva Pharmaceutical-SP ADR 0.81% 171,158 $2.9M New
VST Vistra Corp. 0.81% 14,727 $2.9M Reduce -5.8%
DHR Danaher Corp. 0.80% 14,293 $2.8M New
STATE STR SPDR S&P 500 ETF T 0.77% 4,400 $2.7M New
NOW ServiceNow Inc. 0.74% 2,556 $2.6M Reduce -58.0%
BABA Alibaba Group Holding-SP ADR 0.72% 22,523 $2.6M New
AMAZON COM INC 0.70% 11,300 $2.5M New
CORE SCIENTIFIC INC NEW 0.69% 143,000 $2.4M New
ADSK Autodesk Inc. 0.68% 7,797 $2.4M New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.65% 18,409 $2.3M Reduce -64.7%
NN Nextnav Inc. 0.63% 147,270 $2.2M New
DECKERS OUTDOOR CORP 0.63% 21,700 $2.2M New
CARVANA CO 0.62% 6,500 $2.2M New
KWEB Kranesh Csi China Internet 0.61% 62,805 $2.2M New
IWM iShares Russell 2000 ETF 0.61% 9,962 $2.1M New
SNOW Snowflake Inc. 0.60% 9,529 $2.1M New
SAMSARA INC 0.59% 52,200 $2.1M New
SPDR SERIES TRUST 0.58% 34,800 $2.1M New
NVIDIA CORPORATION 0.58% 13,000 $2.1M New
GM General Motors Co. 0.58% 41,582 $2.0M New
MACYS INC 0.57% 173,300 $2.0M New
CORZ Core Scientific Inc. 0.57% 118,249 $2.0M New
ETF SER SOLUTIONS 0.56% 86,600 $2.0M New
PPLI People Inc. filed as IAC INC 0.55% 52,297 $2.0M New
ALIT Alight Inc. Class A 0.53% 329,196 $1.9M Add +457.2%
CAVA Cava Group Inc. 0.52% 21,657 $1.8M Add +66.2%
PALO ALTO NETWORKS INC 0.51% 8,800 $1.8M New
INTC Intel Corp. 0.51% 79,702 $1.8M Add +129.3%
MCD McDonald's Corp. 0.50% 6,064 $1.8M New
OKTA Okta Inc. 0.49% 17,324 $1.7M New
TARGET CORP 0.48% 17,300 $1.7M New
UBER TECHNOLOGIES INC 0.46% 17,400 $1.6M New
SNAP Snap Inc. Class A 0.45% 181,269 $1.6M Add +734.6%
SUPER MICRO COMPUTER INC 0.45% 32,100 $1.6M New
UNITY SOFTWARE INC 0.45% 65,000 $1.6M New
VOYAGER TECHNOLOGIES INC 0.44% 39,700 $1.6M New
VIKING THERAPEUTICS INC 0.43% 57,600 $1.5M New
IONQ INC 0.42% 34,800 $1.5M New
ISHARES TR 0.42% 6,900 $1.5M New
ATLASSIAN CORPORATION 0.42% 7,300 $1.5M New
ALIBABA GROUP HLDG LTD 0.42% 13,000 $1.5M New
RH RH 0.41% 7,578 $1.4M Reduce -32.9%
ALIGHT INC 0.40% 251,300 $1.4M New
NEXTNAV INC 0.40% 93,000 $1.4M New
BOEING CO 0.39% 56,300 $1.4M New
PDD HOLDINGS INC 0.39% 13,000 $1.4M New
RDW Redwire Corp. 0.36% 78,966 $1.3M Add +184.0%
EAF Graftech International Ltd. 0.35% 1,286,455 $1.3M Add +169.2%
SIL Global X Silver Miners ETF 0.35% 25,989 $1.3M Add +49.6%
ZETA Zeta Global Holdings Corp. Class A 0.35% 80,131 $1.2M New
TEAM Atlassian Corp. Class A 0.35% 6,065 $1.2M New
FISV Fiserv Inc. 0.34% 6,931 $1.2M New
BOEING CO 0.34% 48,200 $1.2M New
HERTZ GLOBAL HLDGS INC 0.34% 173,300 $1.2M New
RKLB Rocket Lab Corp. 0.33% 32,920 $1.2M Reduce -5.3%
U Unity Software Inc. 0.33% 48,513 $1.2M Reduce -53.5%
EDISON INTL 0.32% 21,700 $1.1M New
UPSTART HLDGS INC 0.32% 17,300 $1.1M New
CERENCE INC 0.31% 108,300 $1.1M New
INTUITIVE MACHINES INC 0.31% 99,600 $1.1M New
DUOLINGO INC 0.30% 2,600 $1.1M New
ITB iShares U.S. Home Constructi 0.30% 11,349 $1.1M New
REDDIT INC 0.30% 7,000 $1.1M New
RIGETTI COMPUTING INC 0.29% 86,600 $1.0M New
LAUDER ESTEE COS INC 0.29% 12,700 $1.0M New
VRNS Varonis Systems Inc. 0.29% 19,925 $1.0M New
OSI SYSTEMS INC 0.28% 4,400 $989K New
TOAST INC 0.27% 21,700 $961K New
BLDR Builders Firstsource Inc. 0.27% 8,229 $960K New
PVH PVH Corp. 0.27% 13,959 $958K New
TWLO Twilio Inc. Class A 0.27% 7,686 $956K New
UNH Unitedhealth Group Inc. 0.26% 2,971 $927K New
ENOVIX CORPORATION 0.25% 86,600 $895K New

Show all 275 holdings

Other holdings (2): bonds, preferreds, convertibles and warrants · $81K (not counted above)
SecurityClassShares / PrincipalValueChange
USA RARE EARTH INC *W EXP 03/13/203 21,657$52KNew
DMYYW DMY Squared Technology GR-27 *W EXP 99/99/999 15,593$30KNew

Total filed on the 13F, all lines: $353.4M.

Portfolio Sells Q1 2025 → Q2 2025
GOOGL Alphabet Inc. Class A Sold out 0.00% −4.99
BA The Boeing Co. Reduce -36.1% 2.11% −4.94
ASML ASML Holding NV-NY Reg SHS Sold out 0.00% −4.70
TTD Trade Desk Inc./the Class A Reduce -66.4% 0.89% −4.40
AMZN Amazon.com Inc. Reduce -28.3% 1.86% −4.04
NKE Nike Inc. Class B Reduce -89.4% 0.18% −3.72
DIS The Walt Disney Co. Reduce -64.7% 0.65% −3.17
ASTS Ast Spacemobile Inc. Reduce -50.2% 1.95% −3.04
SNPS Synopsys Inc. Reduce -48.3% 0.88% −2.86
NOW ServiceNow Inc. Reduce -58.0% 0.74% −2.85
AMD Advanced Micro Devices Sold out 0.00% −2.65
META Meta Platforms Inc. Class A Reduce -94.3% 0.07% −2.53
GEV GE Vernova Inc. Sold out 0.00% −2.36
ORCL Oracle Corp. Sold out 0.00% −2.17
MDB Mongodb Inc. Reduce -77.8% 0.21% −1.83
CEG Constellation Energy Reduce -14.5% 1.90% −1.74
CRM Salesforce Inc. Sold out 0.00% −1.73
PPLT Abrdn Physical Platinum SHRS Reduce -5.9% 1.54% −1.65
RH RH Reduce -32.9% 0.41% −1.56
CRWD CrowdStrike Holdings Inc. Class A Sold out 0.00% −1.37
WMT Walmart Inc. Sold out 0.00% −1.36
APP AppLovin Corp. Class A Reduce -87.5% 0.09% −1.28
ZTS Zoetis Inc. Reduce -57.3% 0.23% −1.26
U Unity Software Inc. Reduce -53.5% 0.33% −1.18
AVGO Broadcom Inc. Sold out 0.00% −1.08
RDDT Reddit Inc. Class A Sold out 0.00% −1.02
FLUT Flutter Entertainment PLC-Di Sold out 0.00% −1.00
AMBA Ambarella Inc. Reduce -65.4% 0.20% −0.97
PENN Penn Entertainment Inc. Reduce -75.0% 0.11% −0.94
SNDK Sandisk Corp. Sold out 0.00% −0.61
VST Vistra Corp. Reduce -5.8% 0.81% −0.56
ECHO Echostar Corp. Class A Sold out 0.00% −0.53
PINS Pinterest Inc. Class A Sold out 0.00% −0.42
BIDU Baidu Inc. - Spon ADR Sold out 0.00% −0.42
RBLX Roblox Corp. Class A Sold out 0.00% −0.38
GDXJ Vaneck Junior Gold Miners Sold out 0.00% −0.37
HGV Hilton Grand Vacations Inc. Sold out 0.00% −0.36
FEZ State Street SPDR Euro Stoxx Sold out 0.00% −0.35
NET Cloudflare Inc. Class A Reduce -44.5% 0.19% −0.32
OXY Occidental Petroleum Corp. Sold out 0.00% −0.32
ESTC Elastic NV Sold out 0.00% −0.29
XPEV Xpeng Inc. - ADR Sold out 0.00% −0.27
NBIS Nebius Group NV Sold out 0.00% −0.26
ROK Rockwell Automation Inc. Reduce -45.2% 0.09% −0.24
MBLY Mobileye Global Inc. Class A Sold out 0.00% −0.14
VRT Vertiv Holdings Co. Class A Reduce -40.1% 0.09% −0.14
RKLB Rocket Lab Corp. Reduce -5.3% 0.33% −0.13

Portfolio Buys Q1 2025 → Q2 2025
KENVUE INC New 5.08% +5.08
ISHARES TR New 3.98% +3.98
APPLE INC New 2.26% +2.26
TESLA INC New 1.91% +1.91
KVUE Kenvue Inc. Add +462.8% 3.82% +1.78
SELECT SECTOR SPDR TR New 1.65% +1.65
NVDA Nvidia Corp. Add +332.1% 2.52% +1.47
COREWEAVE INC New 1.42% +1.42
VOYG Voyager Technologies Inc. Class A New 1.34% +1.34
XLV SS Health Care Select Sector New 1.32% +1.32
CSCO Cisco Systems Inc. New 1.22% +1.22
GAP The Gap Inc. Add +712.5% 1.48% +1.03
SNAP INC New 1.02% +1.02
KRANESHARES TRUST New 0.97% +0.97
HD Home Depot Inc. New 0.91% +0.91
AAPL Apple Inc. New 0.88% +0.88
MP MP Materials Corp. New 0.86% +0.86
TEVA Teva Pharmaceutical-SP ADR New 0.81% +0.81
DHR Danaher Corp. New 0.80% +0.80
LLY Eli Lilly & Co. Add +429.6% 1.62% +0.77
STATE STR SPDR S&P 500 ETF T New 0.77% +0.77
BABA Alibaba Group Holding-SP ADR New 0.72% +0.72
AMAZON COM INC New 0.70% +0.70
CORE SCIENTIFIC INC NEW New 0.69% +0.69
ADSK Autodesk Inc. New 0.68% +0.68
NN Nextnav Inc. New 0.63% +0.63
DECKERS OUTDOOR CORP New 0.63% +0.63
CARVANA CO New 0.62% +0.62
KWEB Kranesh Csi China Internet New 0.61% +0.61
IWM iShares Russell 2000 ETF New 0.61% +0.61
SNOW Snowflake Inc. New 0.60% +0.60
SAMSARA INC New 0.59% +0.59
SPDR SERIES TRUST New 0.58% +0.58
NVIDIA CORPORATION New 0.58% +0.58
GM General Motors Co. New 0.58% +0.58
MACYS INC New 0.57% +0.57
CORZ Core Scientific Inc. New 0.57% +0.57
ETF SER SOLUTIONS New 0.56% +0.56
PPLI People Inc. New 0.55% +0.55
PALO ALTO NETWORKS INC New 0.51% +0.51
MCD McDonald's Corp. New 0.50% +0.50
OKTA Okta Inc. New 0.49% +0.49
TARGET CORP New 0.48% +0.48
UBER TECHNOLOGIES INC New 0.46% +0.46
SUPER MICRO COMPUTER INC New 0.45% +0.45
UNITY SOFTWARE INC New 0.45% +0.45
VOYAGER TECHNOLOGIES INC New 0.44% +0.44
VIKING THERAPEUTICS INC New 0.43% +0.43
IONQ INC New 0.42% +0.42
ISHARES TR New 0.42% +0.42

Options Activity Q1 2025 → Q2 2025
INVESCO QQQ TR put Sold out 47,500 $22.3Mbefore exit
STATE STR SPDR S&P 500 ETF T put Sold out 28,300 $15.8Mbefore exit
THE TRADE DESK INC call Sold out 121,500 $6.6Mbefore exit
UNITED STS OIL FD LP call Sold out 43,500 $3.4Mbefore exit
ZOOMINFO TECHNOLOGIES INC call Sold out 173,700 $1.7Mbefore exit
CARVANA CO put Sold out 6,500 $1.4Mbefore exit
RH call Sold out 5,700 $1.3Mbefore exit
EDISON INTL put Sold out 21,700 $1.3Mbefore exit
APPLOVIN CORP call Sold out 3,500 $927Kbefore exit
NEBIUS GROUP N.V. put Sold out 29,600 $625Kbefore exit
SNAP INC call Sold out 65,100 $567Kbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

Notes & Other Activity Q1 2025 → Q2 2025
USA RARE EARTH INC *W EXP 03/13/203 New 21,657 $52K
DMYYW DMY Squared Technology GR-27 *W EXP 99/99/999 New 15,593 $30K

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

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