Sender Co & Partners, Inc.

13F filer · CIK 0001659380

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$345MU.S. long equity reported on 13F

Positions5634 new · 16 closed

Net flow last quarter+$79.6MBuys minus sells

Top 10 positions weight43.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202656 positions
BABoeing Co	$25.7M	7.46%	0.02%	+39.6%	Q2 2023
KVUEKenvue Inc.	$18.9M	5.49%	0.05%	+0.5%	Q3 2023
ASTSAST SpaceMobile, Inc.	$18.8M	5.45%	Not reported	+490.1%	Q2 2024
AURAurora Innovation, Inc.	$18.4M	5.34%	0.14%	+25.6%	Q3 2025
LLYELI LILLY & Co	$15.1M	4.38%	0.00%	-3.0%	Q3 2022
ZMZoom Communications, Inc.	$14.5M	4.21%	Not reported	Not reported	Q4 2021
AMZNAmazon Com Inc	$11.6M	3.37%	0.00%	Not reported	Q4 2021
VVisa Inc.	$8.96M	2.60%	0.00%	+316.1%	Q1 2022
LASRNlight, Inc.	$8.9M	2.58%	0.22%	+1.9%	Q4 2025
NVDANvidia Corp	$8.47M	2.46%	0.00%	+162.3%	Q4 2022
KMBKimberly Clark Corp	$6.92M	2.01%	0.02%	-49.8%	Q4 2023
BKSYBlackSky Technology Inc.	$5.53M	1.60%	0.49%	+342.0%	Q3 2025
AMPXAmprius Technologies, Inc.	$4.93M	1.43%	0.24%	+98.4%	Q1 2026
USARUSA Rare Earth, Inc.	$4.66M	1.35%	0.09%	Not reported	Q3 2025
FICOFair Isaac Corp	$4.3M	1.25%	0.02%	+8.6%	Q3 2025
LYVLive Nation Entertainment, Inc.	$3.96M	1.15%	0.01%	New	Q2 2026
CRMSalesforce, Inc.	$3.81M	1.10%	0.00%	Not reported	Q4 2021
MSFTMicrosoft Corp	$3.35M	0.97%	0.00%	Not reported	Q4 2022
NOKNokia Corp	$3.35M	0.97%	0.00%	+603.1%	Q2 2025
WRBYWarby Parker Inc.	$2.73M	0.79%	0.08%	+57.0%	Q4 2025
GOOGLAlphabet Inc.	$2.57M	0.75%	0.00%	Not reported	Q4 2021
HDHome Depot, Inc.	$2.22M	0.64%	0.00%	Not reported	Q3 2024
SPOTSpotify Technology S.A.	$2.07M	0.60%	0.00%	Not reported	Q4 2023
CLSCelestica Inc	$1.97M	0.57%	0.00%	Not reported	Q3 2025
TET1 Energy Inc.	$1.79M	0.52%	0.07%	+110.9%	Q1 2026
NNNextnav Inc.	$1.77M	0.51%	0.06%	-51.1%	Q2 2025
AVGOBroadcom Inc.	$1.7M	0.49%	0.00%	Not reported	Q1 2024
QCOMQualcomm Inc	$1.65M	0.48%	0.00%	New	Q2 2026
AAPLApple Inc.	$1.31M	0.38%	0.00%	-82.5%	Q3 2022
MBLYMobileye Global Inc.	$1.31M	0.38%	0.06%	+276.7%	Q1 2025
MUMicron Technology Inc	$1.29M	0.38%	0.00%	Not reported	Q1 2024
WDCWestern Digital Corp	$1.19M	0.35%	0.00%	Not reported	Q1 2024
ZZillow Group, Inc.	$1.14M	0.33%	Not reported	+8.6%	Q4 2021
OUSTOuster, Inc.	$1.13M	0.33%	0.03%	Not reported	Q3 2025
ANETArista Networks, Inc.	$1.07M	0.31%	0.00%	New	Q2 2026
NOWServiceNow, Inc.	$894K	0.26%	0.00%	Not reported	Q1 2024
PLPlanet Labs PBC	$806K	0.23%	0.01%	New	Q2 2026
DOCNDigitalOcean Holdings, Inc.	$707K	0.21%	0.00%	New	Q2 2026
MRKMerck & Co., Inc.	$694K	0.20%	0.00%	New	Q2 2026
FCELFuelcell Energy Inc	$648K	0.19%	0.03%	New	Q2 2026
AMKRAmkor Technology, Inc.	$631K	0.18%	0.00%	Not reported	Q3 2025
OKTAOkta, Inc.	$621K	0.18%	Not reported	Not reported	Q1 2024
PENGPenguin Solutions, Inc.	$616K	0.18%	0.02%	New	Q2 2026
VELOVelo3D, Inc.	$585K	0.17%	0.10%	-76.8%	Q1 2026
LSCCLattice Semiconductor Corp	$564K	0.16%	0.00%	-41.2%	Q3 2025
GFSGLOBALFOUNDRIES Inc.	$546K	0.16%	0.00%	New	Q2 2026
AVAVAeroVironment Inc	$535K	0.16%	0.01%	New	Q2 2026
RKLBRocket Lab Corp	$458K	0.13%	0.00%	Not reported	Q1 2025
ENPHEnphase Energy, Inc.	$443K	0.13%	0.01%	Not reported	Q4 2021
WOLFWolfspeed, Inc.	$434K	0.13%	0.02%	New	Q2 2026

Q1 2026Reported May 15, 202637 positions
KVUEKenvue Inc.	$17M	10.33%	0.05%	-24.3%	Q3 2023
BABoeing Co	$17M	10.30%	0.01%	+20.4%	Q2 2023
KMBKimberly Clark Corp	$12.1M	7.36%	0.04%	+45.5%	Q4 2023
LLYELI LILLY & Co	$12M	7.27%	0.00%	+50.8%	Q3 2022
AURAurora Innovation, Inc.	$8.86M	5.39%	0.11%	+24.7%	Q3 2025
LASRNlight, Inc.	$7.16M	4.35%	0.22%	+159.9%	Q4 2025
AAPLApple Inc.	$6.6M	4.01%	0.00%	Not reported	Q3 2022
RBLXRoblox Corp	$6.08M	3.70%	0.02%	+291.6%	Q4 2021
FICOFair Isaac Corp	$3.54M	2.15%	0.01%	+1185.3%	Q3 2025
NNNextnav Inc.	$3.25M	1.97%	0.15%	+134.9%	Q2 2025
HONHoneywell International Inc	$3.04M	1.85%	0.00%	-44.3%	Q3 2025
AMPXAmprius Technologies, Inc.	$3.02M	1.84%	0.13%	New	Q1 2026
ASTSAST SpaceMobile, Inc.	$2.97M	1.81%	Not reported	-39.7%	Q2 2024
NVDANvidia Corp	$2.81M	1.71%	0.00%	-65.9%	Q4 2022
NKENIKE, Inc.	$2.37M	1.44%	0.00%	+116.6%	Q4 2021
VVisa Inc.	$1.9M	1.15%	0.00%	Not reported	Q1 2022
AMATApplied Materials Inc	$1.53M	0.93%	0.00%	New	Q1 2026
ZZillow Group, Inc.	$1.37M	0.83%	Not reported	Not reported	Q4 2021
VELOVelo3D, Inc.	$1.35M	0.82%	0.55%	New	Q1 2026
WRBYWarby Parker Inc.	$1.21M	0.73%	0.05%	-77.6%	Q4 2025
BKSYBlackSky Technology Inc.	$1.13M	0.69%	0.12%	Not reported	Q3 2025
TTMITTM Technologies Inc	$699K	0.42%	0.01%	New	Q1 2026
CORZCore Scientific, Inc./tx	$671K	0.41%	0.01%	Not reported	Q3 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$606K	0.37%	0.00%	Not reported	Q4 2022
INTCIntel Corp	$593K	0.36%	0.00%	Not reported	Q4 2024
LSCCLattice Semiconductor Corp	$582K	0.35%	0.00%	Not reported	Q3 2025
COHRCoherent Corp.	$534K	0.32%	0.00%	Not reported	Q4 2024
VKTXViking Therapeutics, Inc.	$525K	0.32%	0.01%	-18.7%	Q4 2025
TET1 Energy Inc.	$394K	0.24%	0.03%	New	Q1 2026
SAROStandardAero, Inc.	$365K	0.22%	0.00%	New	Q1 2026
METAMeta Platforms, Inc.	$308K	0.19%	Not reported	-95.3%	Q4 2021
VSXYVictoria's Secret & Co.	$291K	0.18%	0.01%	Not reported	Q2 2025
NOKNokia Corp	$288K	0.18%	0.00%	+21.9%	Q2 2025
SEISolaris Energy Infrastructure, Inc.	$253K	0.15%	Not reported	Not reported	Q3 2025
MBLYMobileye Global Inc.	$246K	0.15%	0.02%	Not reported	Q1 2025
AKAMAkamai Technologies Inc	$206K	0.13%	0.00%	-90.4%	Q4 2025
ORBSEightco Holdings Inc.	$33.4K	0.02%	0.01%	New	Q1 2026
Q4 2025Reported Feb 17, 202664 positions
KVUEKenvue Inc.	$22.5M	10.48%	0.07%	+43.7%	Q3 2023
BABoeing Co	$15.4M	7.16%	0.01%	+16.2%	Q2 2023
LLYELI LILLY & Co	$9.27M	4.32%	0.00%	-8.4%	Q3 2022
NVDANvidia Corp	$8.82M	4.11%	0.00%	+42.2%	Q4 2022
KMBKimberly Clark Corp	$8.7M	4.06%	0.03%	Not reported	Q4 2023
METAMeta Platforms, Inc.	$7.55M	3.52%	Not reported	+47.2%	Q4 2021
USARUSA Rare Earth, Inc.	$6.75M	3.15%	0.38%	+1072.8%	Q3 2025
AURAurora Innovation, Inc.	$6.62M	3.09%	0.09%	+38.7%	Q3 2025
AMZNAmazon Com Inc	$5.73M	2.67%	0.00%	-8.8%	Q4 2021
WRBYWarby Parker Inc.	$5.59M	2.61%	0.23%	New	Q4 2025
CEGConstellation Energy Corp	$5.18M	2.41%	0.00%	-59.1%	Q2 2024
HONHoneywell International Inc	$4.71M	2.20%	0.00%	+86.4%	Q3 2025
ASTSAST SpaceMobile, Inc.	$4.32M	2.01%	Not reported	-56.4%	Q2 2024
AMDAdvanced Micro Devices Inc	$4.02M	1.87%	0.00%	+43.8%	Q4 2021
WBDWarner Bros. Discovery, Inc.	$3.15M	1.47%	0.00%	-13.3%	Q2 2023
DISWalt Disney Co	$2.94M	1.37%	0.00%	+33.2%	Q4 2022
NFLXNetflix Inc	$2.91M	1.36%	0.00%	Not reported	Q4 2021
ZMZoom Communications, Inc.	$2.7M	1.26%	Not reported	Not reported	Q4 2021
MCDMcdonalds Corp	$2.64M	1.23%	0.00%	Not reported	Q3 2023
HDHome Depot, Inc.	$2.37M	1.11%	0.00%	+14.2%	Q3 2024
BABAAlibaba Group Holding Ltd	$2.28M	1.06%	0.00%	Not reported	Q4 2023
RBLXRoblox Corp	$2.23M	1.04%	0.00%	Not reported	Q4 2021
LASRNlight, Inc.	$1.81M	0.84%	0.09%	New	Q4 2025
AKAMAkamai Technologies Inc	$1.63M	0.76%	0.01%	New	Q4 2025
NNNextnav Inc.	$1.44M	0.67%	0.06%	-53.3%	Q2 2025
IOTSamsara Inc.	$1.41M	0.66%	Not reported	+207.4%	Q2 2025
NKENIKE, Inc.	$1.32M	0.61%	0.00%	-52.5%	Q4 2021
PPLTabrdn Platinum ETF Trust	$1.29M	0.60%	0.00%	-70.4%	Q4 2024
ADSKAutodesk, Inc.	$1.02M	0.48%	0.00%	-55.6%	Q2 2025
RDDTReddit, Inc.	$991K	0.46%	Not reported	Not reported	Q1 2025
ORCLOracle Corp	$840K	0.39%	0.00%	-44.5%	Q3 2022
BIDUBaidu, Inc.	$789K	0.37%	Not reported	+70.5%	Q1 2023
VKTXViking Therapeutics, Inc.	$698K	0.33%	0.02%	New	Q4 2025
ONTOOnto Innovation Inc.	$681K	0.32%	0.01%	-52.5%	Q3 2025
PINSPinterest, Inc.	$679K	0.32%	0.02%	Not reported	Q4 2022
FCXFreeport-Mcmoran Inc	$657K	0.31%	0.00%	+49.8%	Q3 2025
GOOGLAlphabet Inc.	$540K	0.25%	0.00%	-87.3%	Q4 2021
NCNOnCino, Inc.	$518K	0.24%	0.02%	+17.0%	Q3 2025
CAVACava Group, Inc.	$506K	0.24%	0.01%	-85.3%	Q4 2023
RRRichtech Robotics Inc.	$501K	0.23%	0.73%	New	Q4 2025
LUNRIntuitive Machines, Inc.	$495K	0.23%	0.04%	Not reported	Q2 2024
MGNIMagnite, Inc.	$485K	0.23%	0.02%	New	Q4 2025
GAPGap Inc	$464K	0.22%	0.00%	-67.2%	Q2 2024
FICOFair Isaac Corp	$436K	0.20%	0.00%	-77.0%	Q3 2025
MPMP Materials Corp. / DE	$436K	0.20%	0.00%	-65.0%	Q4 2021
LIONLionsgate Studios Corp.	$394K	0.18%	0.01%	-88.0%	Q2 2025
UUnity Software Inc.	$381K	0.18%	0.00%	-93.0%	Q3 2024
TMToyota Motor Corp/	$369K	0.17%	0.00%	-60.1%	Q2 2025
CIFRCipher Digital Inc.	$356K	0.17%	0.01%	-89.4%	Q3 2025
MSFTMicrosoft Corp	$342K	0.16%	0.00%	Not reported	Q4 2022

Q3 2025Reported Nov 17, 2025203 positions
KVUEKenvue Inc.	$14.7M	1.61%	0.05%	+40.5%	Q3 2023
BABoeing Co	$13.1M	1.44%	0.01%	+71.4%	Q2 2023
CEGConstellation Energy Corp	$11.8M	1.29%	0.01%	+72.4%	Q2 2024
LLYELI LILLY & Co	$7.18M	0.79%	0.00%	+27.9%	Q3 2022
AURAurora Innovation, Inc.	$6.7M	0.73%	0.06%	New	Q3 2025
ASTSAST SpaceMobile, Inc.	$6.7M	0.73%	Not reported	-7.3%	Q2 2024
NVDANvidia Corp	$6.2M	0.68%	0.00%	-41.0%	Q4 2022
AMZNAmazon Com Inc	$5.97M	0.65%	0.00%	-9.0%	Q4 2021
BCEBce Inc	$5.86M	0.64%	0.03%	New	Q3 2025
METAMeta Platforms, Inc.	$5.71M	0.62%	Not reported	+2133.3%	Q4 2021
UUnity Software Inc.	$4.94M	0.54%	0.03%	+154.5%	Q3 2024
BLDRBuilders FirstSource, Inc.	$4.61M	0.50%	0.03%	+361.7%	Q2 2025
WIXWix.com Ltd.	$4.1M	0.45%	0.04%	New	Q3 2025
ZONECleanCore Solutions, Inc.	$4.04M	0.44%	17.90%	New	Q3 2025
CRWVCoreWeave, Inc.	$3.9M	0.43%	Not reported	New	Q3 2025
CAVACava Group, Inc.	$3.55M	0.39%	0.05%	+171.1%	Q4 2023
PPLTabrdn Platinum ETF Trust	$3.33M	0.36%	0.17%	-47.2%	Q4 2024
GOOGLAlphabet Inc.	$3.31M	0.36%	0.00%	Not reported	Q4 2021
JDJD.com, Inc.	$3.17M	0.35%	0.01%	New	Q3 2025
NKENIKE, Inc.	$3.04M	0.33%	0.00%	+398.4%	Q4 2021
ZZillow Group, Inc.	$2.99M	0.33%	Not reported	Not reported	Q4 2021
NOWServiceNow, Inc.	$2.98M	0.33%	0.00%	+26.7%	Q1 2024
RKLBRocket Lab Corp	$2.88M	0.31%	0.01%	+82.3%	Q1 2025
CIFRCipher Digital Inc.	$2.87M	0.31%	0.06%	New	Q3 2025
AAPLApple Inc.	$2.75M	0.30%	0.00%	-28.8%	Q3 2022
HONHoneywell International Inc	$2.73M	0.30%	0.00%	New	Q3 2025
NNNextnav Inc.	$2.64M	0.29%	0.14%	+25.5%	Q2 2025
TEVATeva Pharmaceutical Industries Ltd	$2.62M	0.29%	0.01%	-24.3%	Q2 2025
GSRTGSR III Acquisition Corp.	$2.55M	0.28%	Not reported	New	Q3 2025
LIONLionsgate Studios Corp.	$2.47M	0.27%	0.12%	+934.2%	Q2 2025
ADSKAutodesk, Inc.	$2.47M	0.27%	0.00%	-0.3%	Q2 2025
WBDWarner Bros. Discovery, Inc.	$2.46M	0.27%	0.01%	+273.2%	Q2 2023
HDHome Depot, Inc.	$2.45M	0.27%	0.00%	-31.0%	Q3 2024
SPOTSpotify Technology S.A.	$2.41M	0.26%	0.00%	Not reported	Q4 2023
VNETVNET Group, Inc.	$2.32M	0.25%	0.23%	+640.5%	Q2 2025
DISWalt Disney Co	$2.22M	0.24%	0.00%	+5.5%	Q4 2022
VSTVistra Corp.	$2.2M	0.24%	0.00%	-23.8%	Q1 2025
ORCLOracle Corp	$2.19M	0.24%	0.00%	Not reported	Q3 2022
GDSGDS Holdings Ltd	$2.17M	0.24%	0.01%	New	Q3 2025
AMDAdvanced Micro Devices Inc	$2.11M	0.23%	0.00%	Not reported	Q4 2021
SEISolaris Energy Infrastructure, Inc.	$1.87M	0.20%	Not reported	New	Q3 2025
SBGISinclair, Inc.	$1.7M	0.19%	Not reported	New	Q3 2025
FICOFair Isaac Corp	$1.68M	0.18%	0.00%	New	Q3 2025
MPMP Materials Corp. / DE	$1.65M	0.18%	0.01%	-72.9%	Q4 2021
CATCaterpillar Inc	$1.63M	0.18%	0.00%	+64.5%	Q2 2025
BKRBaker Hughes Co	$1.49M	0.16%	0.00%	New	Q3 2025
LBRTLiberty Energy Inc.	$1.49M	0.16%	Not reported	New	Q3 2025
AVGOBroadcom Inc.	$1.48M	0.16%	0.00%	Not reported	Q1 2024
LITELumentum Holdings Inc.	$1.41M	0.15%	0.01%	+232.2%	Q2 2025
SNOWSnowflake Inc.	$1.36M	0.15%	0.00%	-36.5%	Q4 2021

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