Sender Co & Partners
Sender Co & Partners reported 61 stocks worth $237M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are BA (10.8%), KVUE (8.0%) and ASTS (7.9%). Compared with Q1 2026, the fund opened new positions in ZM, AMZN and USAR, added to BA, KVUE and ASTS, trimmed LLY, KMB and XLV and sold out of RBLX, NKE and AMAT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BA Boeing Co | $25.7M | 10.8% | 119K | +34K (+40%) | 8 of 8 | |
| 2 |  KVUE Kenvue Inc | $18.9M | 8.0% | 991K | +4,401 (+0%) | 8 of 8 | |
| 3 |  ASTS Ast Spacemobile Inc | $18.8M | 7.9% | 212K | +176K (+490%) | 8 of 8 | |
| 4 |  AUR Aurora Innovation Inc | $18.4M | 7.8% | 2.7M | +550K (+26%) | 4 of 8 | |
| 5 |  LLY Eli Lilly & Co | $15.1M | 6.4% | 13K | −393 (−3%) | 6 of 8 | |
| 6 |  ZM Zoom Communications Inc | $14.5M | 6.1% | 168K | New position | 3 of 8 | |
| 7 |  AMZN Amazon Com Inc | $11.6M | 4.9% | 49K | New position | 5 of 8 | |
| 8 |  V Visa Inc | $9M | 3.8% | 26K | +20K (+316%) | 2 of 8 | |
| 9 |  LASR Nlight Inc | $8.9M | 3.8% | 128K | +2,359 (+2%) | 3 of 8 | |
| 10 |  NVDA Nvidia Corporation | $8.5M | 3.6% | 42K | +26K (+162%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 RBLX Roblox Corp | $6.1M | 108K |
HONEYWELL INTL INC | $3M | 13K |
 NKE Nike Inc | $2.4M | 45K |
 AMAT Applied Matls Inc | $1.5M | 4,483 |
 TTMI Ttm Technologies Inc | $699K | 7,172 |
🔒 Free account: see all 16.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 MSFT Microsoft Corp | Call | $14.3M | 38K | +38,300 |
 SPY Spdr S&P 500 ETF TR | Put | $13.4M | 18K | +17,900 |
ASTS Ast Spacemobile Inc | Call | $12.8M | 144K | +127,200 |
 VKTX Viking Therapeutics Inc | Call | $6.5M | 167K | +112,800 |
 QQQ Invesco Qqq TR | Put | $4.9M | 6,700 | +6,700 |
🔒 Free account: see all 20.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Sender Co & Partners 13F FAQ
What does Sender Co & Partners own?
Sender Co & Partners reported 61 stocks worth $237M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are BA (10.8%), KVUE (8.0%) and ASTS (7.9%). The table above lists every position in the filing (the top 10 without an account).
What did Sender Co & Partners buy and sell in Q2 2026?
Compared with Q1 2026: 38 new positions, 15 added to, 8 trimmed and 16 sold out. New positions include ZM, AMZN and USAR. It sold all of RBLX, NKE and AMAT.
When will Sender Co & Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Sender Co & Partners's portfolio worth?
The Q2 2026 filing reports $237M in US stocks ($345M including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.