Sender Co & Partners, Inc.
Sender Co & Partners, Inc. reported 120 holdings worth US$345M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Sender Co & Partners, Inc. reported 120 holdings worth US$345M as of Jun 30, 2026. Largest: Boeing Company (the), Kenvue Inc. and Ast Spacemobile, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 120
- Value as reported
- US$345M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Boeing Company (the) | 119K | US$25.7M | 7.5% |
| Kenvue Inc. | 991K | US$18.9M | 5.5% |
| Ast Spacemobile, Inc. | 212K | US$18.8M | 5.5% |
| Aurora Innovation, Inc. | 2.7M | US$18.4M | 5.3% |
| Eli Lilly And Company | 12,607 | US$15.1M | 4.4% |
| Zoom Communications, Inc. | 168K | US$14.5M | 4.2% |
| Amazon.com, Inc. | 48,780 | US$11.6M | 3.4% |
| Visa Inc. | 26,115 | US$8.96M | 2.6% |
| Nlight, Inc. | 128K | US$8.9M | 2.6% |
| Nvidia Corporation | 42,324 | US$8.47M | 2.5% |
| Kimberly-clark Corporation | 63,035 | US$6.92M | 2.0% |
| Blacksky Technology Inc. | 198K | US$5.53M | 1.6% |
| Amprius Technologies, Inc. | 356K | US$4.93M | 1.4% |
| Usa Rare Earth, Inc. | 216K | US$4.66M | 1.4% |
| Fair Isaac Corporation | 3,602 | US$4.3M | 1.2% |
| Live Nation Entertainment, Inc. | 21,612 | US$3.96M | 1.1% |
| Salesforce, Inc. | 24,313 | US$3.81M | 1.1% |
| Microsoft Corp. | 8,983 | US$3.35M | 0.97% |
| Nokia Oyj | 252K | US$3.35M | 0.97% |
| Warby Parker Inc. | 90,051 | US$2.73M | 0.79% |
| Alphabet Inc (google) Class C | 7,204 | US$2.57M | 0.75% |
| Home Depot, Inc. (the) | 6,305 | US$2.22M | 0.64% |
| Celestica Inc. | 5,403 | US$1.97M | 0.57% |
| T1 Energy Inc. | 189K | US$1.79M | 0.52% |
| Nextnav Inc. | 99,055 | US$1.77M | 0.51% |
| Broadcom Inc. | 4,503 | US$1.7M | 0.49% |
| Qualcomm Incorporated | 8,950 | US$1.65M | 0.48% |
| Apple Inc | 4,538 | US$1.31M | 0.38% |
| Mobileye Global Inc. | 135K | US$1.31M | 0.38% |
| Micron Technology, Inc. | 1,121 | US$1.29M | 0.38% |
| Western Digital Corporation | 1,864 | US$1.19M | 0.35% |
| Zillow Group, Inc. | 36,020 | US$1.14M | 0.33% |
| Ouster, Inc. | 18,010 | US$1.13M | 0.33% |
| Arista Networks, Inc. | 6,304 | US$1.07M | 0.31% |
| Servicenow, Inc. | 9,004 | US$894K | 0.26% |
| Planet Labs Pbc | 24,314 | US$806K | 0.23% |
| Digitalocean Holdings, Inc. | 4,503 | US$707K | 0.21% |
| Merck & Company, Inc. | 5,404 | US$694K | 0.20% |
| Fuelcell Energy, Inc. | 18,008 | US$648K | 0.19% |
| Amkor Technology, Inc. | 7,319 | US$631K | 0.18% |
| Okta, Inc. | 4,549 | US$621K | 0.18% |
| Penguin Solutions, Inc. | 8,104 | US$616K | 0.18% |
| Velo3d, Inc. | 33,319 | US$585K | 0.17% |
| Lattice Semiconductor Corporation | 3,689 | US$564K | 0.16% |
| Globalfoundries Inc. | 6,628 | US$546K | 0.16% |
| Aerovironment, Inc. | 3,241 | US$535K | 0.16% |
| Rocket Lab Corporation | 4,502 | US$458K | 0.13% |
| Enphase Energy, Inc. | 9,005 | US$443K | 0.13% |
| Wolfspeed, Inc. | 9,004 | US$434K | 0.13% |
| Cava Group, Inc. | 3,602 | US$283K | 0.08% |
| Lightwave Logic, Inc. | 22,512 | US$213K | 0.06% |
| Energy Vault Holdings, Inc. | 45,025 | US$212K | 0.06% |
| Poet Technologies Inc. | 18,010 | US$185K | 0.05% |
| Intel Corporation | 0 | US$0 | 0.00% |
| Meta Platforms, Inc. | 0 | US$0 | 0.00% |
| Nike, Inc. | 0 | US$0 | 0.00% |
| Roblox Corporation | 0 | US$0 | 0.00% |
| Solaris Energy Infrastructure, Inc. | 0 | US$0 | 0.00% |
| Standardaero, Inc. | 0 | US$0 | 0.00% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 0 | US$0 | 0.00% |
| Ttm Technologies, Inc. | 0 | US$0 | 0.00% |
| Victorias Secret & Co. | 0 | US$0 | 0.00% |
| Viking Therapeutics, Inc. | 0 | US$0 | 0.00% |
| Akamai Technologies, Inc. | 0 | US$0 | 0.00% |
| Applied Materials, Inc. | 0 | US$0 | 0.00% |
| Coherent Corp. | 0 | US$0 | 0.00% |
| Core Scientific, Inc. | 0 | US$0 | 0.00% |
| Eightco Holdings Inc. | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
Source
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