Sender CO & Partners, Inc. 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Sender CO & Partners, Inc. disclosed 61 US equity positions worth $237.3m in its Q2 2026 13F filing. The largest position was BA at 10.8% of the reported book, followed by KVUE and ASTS. Against the Q1 2026 filing, it opened 27 new positions, added to 14 and reduced 8 among the top 50 holdings.
What did Sender CO & Partners, Inc. own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | BA BOEING CO | Industrials | 10.8% | $25.7m | 118,868 | 40% | added |
| 2 | KVUE KENVUE INC | Consumer Defensive | 8.0% | $18.9m | 990,550 | 0% | held |
| 3 | ASTS AST SPACEMOBILE INC | Technology | 7.9% | $18.8m | 211,618 | 490% | added |
| 4 | AUR AURORA INNOVATION INC | Consumer Cyclical | 7.8% | $18.4m | 2,701,503 | 26% | added |
| 5 | LLY ELI LILLY & CO | Healthcare | 6.4% | $15.1m | 12,607 | -3% | reduced |
| 6 | ZM ZOOM COMMUNICATIONS INC | Technology | 6.1% | $14.5m | 168,357 | – | new |
| 7 | AMZN AMAZON COM INC | Consumer Cyclical | 4.9% | $11.6m | 48,780 | – | new |
| 8 | V VISA INC | Financial Services | 3.8% | $9.0m | 26,115 | 316% | added |
| 9 | LASR NLIGHT INC | Technology | 3.8% | $8.9m | 127,869 | 2% | added |
| 10 | NVDA NVIDIA CORPORATION | Technology | 3.6% | $8.5m | 42,324 | 162% | added |
| 11 | KMB KIMBERLY-CLARK CORP | Consumer Defensive | 2.9% | $6.9m | 63,035 | -50% | reduced |
| 12 | BKSY BLACKSKY TECHNOLOGY INC | 2.3% | $5.5m | 198,109 | 342% | added | |
| 13 | AMPX AMPRIUS TECHNOLOGIES INC | Industrials | 2.1% | $4.9m | 355,692 | 98% | added |
| 14 | USAR USA RARE EARTH INC | Basic Materials | 2.0% | $4.7m | 216,120 | – | new |
| 15 | FICO FAIR ISAAC CORP | Technology | 1.8% | $4.3m | 3,602 | 9% | added |
| 16 | LYV LIVE NATION ENTERTAINMENT IN | Communication Services | 1.7% | $4.0m | 21,612 | – | new |
| 17 | CRM SALESFORCE INC | Technology | 1.6% | $3.8m | 24,313 | – | new |
| 18 | XLV SELECT SECTOR SPDR TR | 1.4% | $3.4m | 21,613 | -72% | reduced | |
| 19 | MSFT MICROSOFT CORP | Technology | 1.4% | $3.4m | 8,983 | – | new |
| 20 | NOK NOKIA CORP | Technology | 1.4% | $3.3m | 252,139 | 603% | added |
| 21 | IBB ISHARES TR | 1.3% | $3.1m | 16,209 | – | new | |
| 22 | WRBY WARBY PARKER INC | Healthcare | 1.2% | $2.7m | 90,051 | 57% | added |
| 23 | GOOGL ALPHABET INC | Communication Services | 1.1% | $2.6m | 7,204 | – | new |
| 24 | HD HOME DEPOT INC | Consumer Cyclical | 0.9% | $2.2m | 6,305 | – | new |
| 25 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 0.9% | $2.1m | 4,502 | – | new |
| 26 | CLS CELESTICA INC | Technology | 0.8% | $2.0m | 5,403 | – | new |
| 27 | TE T1 ENERGY INC | Industrials | 0.8% | $1.8m | 189,106 | 111% | added |
| 28 | NN NEXTNAV INC | Technology | 0.7% | $1.8m | 99,055 | -51% | reduced |
| 29 | AVGO BROADCOM INC | Technology | 0.7% | $1.7m | 4,503 | – | new |
| 30 | QCOM QUALCOMM INC | Technology | 0.7% | $1.7m | 8,950 | – | new |
| 31 | GDX VANECK ETF TRUST | 0.6% | $1.4m | 18,010 | – | new | |
| 32 | AAPL APPLE INC | Technology | 0.6% | $1.3m | 4,538 | -83% | reduced |
| 33 | MBLY MOBILEYE GLOBAL INC | Consumer Cyclical | 0.6% | $1.3m | 135,077 | 277% | added |
| 34 | MU MICRON TECHNOLOGY INC | Technology | 0.5% | $1.3m | 1,121 | – | new |
| 35 | WDC WESTERN DIGITAL CORP | Technology | 0.5% | $1.2m | 1,864 | – | new |
| 36 | Z ZILLOW GROUP INC | Communication Services | 0.5% | $1.1m | 36,020 | 9% | added |
| 37 | OUST OUSTER INC | Technology | 0.5% | $1.1m | 18,010 | – | new |
| 38 | KWEB KRANESHARES TRUST | 0.5% | $1.1m | 45,026 | – | new | |
| 39 | ANET ARISTA NETWORKS INC | Technology | 0.5% | $1.1m | 6,304 | – | new |
| 40 | NOW SERVICENOW INC | Technology | 0.4% | $893.9k | 9,004 | – | new |
| 41 | MSOS ADVISORSHARES TR | 0.3% | $823.4k | 162,091 | -81% | reduced | |
| 42 | PL PLANET LABS PBC | Industrials | 0.3% | $805.5k | 24,314 | – | new |
| 43 | DOCN DIGITALOCEAN HLDGS INC | Technology | 0.3% | $707.1k | 4,503 | – | new |
| 44 | MRK MERCK & CO INC | Healthcare | 0.3% | $694.4k | 5,404 | – | new |
| 45 | FCEL FUELCELL ENERGY INC | Industrials | 0.3% | $648.5k | 18,008 | – | new |
| 46 | AMKR AMKOR TECHNOLOGY INC | Technology | 0.3% | $631.1k | 7,319 | – | new |
| 47 | OKTA OKTA INC | Technology | 0.3% | $620.7k | 4,549 | – | new |
| 48 | PENG PENGUIN SOLUTIONS INC | 0.3% | $616.0k | 8,104 | – | new | |
| 49 | VELO VELO3D INC | 0.2% | $584.7k | 33,319 | -77% | reduced | |
| 50 | LSCC LATTICE SEMICONDUCTOR CORP | Technology | 0.2% | $564.3k | 3,689 | -41% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.