§ 13F · FUND PROFILE
Sender Co & Partners, Inc..
AUM · $259M (13F)Positions · 209Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$160M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BA | BOEING CO | 119K | $26M | 7.5% | +40% |
| 2 | KVUE | KENVUE INC | 991K | $19M | 5.5% | ±0% |
| 3 | ASTS | AST SPACEMOBILE INC | 212K | $19M | 5.5% | +490% |
| 4 | AUR | AURORA INNOVATION INC | 2.70M | $18M | 5.3% | +26% |
| 5 | LLY | ELI LILLY & CO | 13K | $15M | 4.4% | −3% |
| 6 | ZM | ZOOM COMMUNICATIONS INC | 168K | $15M | 4.2% | NEW |
| 7 | MSFT | MICROSOFT CORP | 38K | $14M | 4.1% | NEW |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 18K | $13M | 3.9% | NEW |
| 9 | ASTS | AST SPACEMOBILE INC | 144K | $13M | 3.7% | +748% |
| 10 | AMZN | AMAZON COM INC | 49K | $12M | 3.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SENDER SIGNAL
AC read
Sender Co & Partners, Inc. is a Other fund managing $259 million in assets. The fund runs a broad portfolio of 209 positions.
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