Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sender Co & Partners, Inc. (CIK 1659380) reported $344.9M across 61 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BA ($25.7M, 7.46%), KVUE ($18.9M, 5.49%), ASTS ($18.8M, 5.45%), AUR ($18.4M, 5.34%), LLY ($15.1M, 4.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BA | BOEING CO | $25.7M | 7.46% | 118,868 | Added |
| 2 | KVUE | KENVUE INC | $18.9M | 5.49% | 990,550 | Added |
| 3 | ASTS | AST SPACEMOBILE INC | $18.8M | 5.45% | 211,618 | Added |
| 4 | AUR | AURORA INNOVATION INC | $18.4M | 5.34% | 2.7M | Added |
| 5 | LLY | ELI LILLY & CO | $15.1M | 4.38% | 12,607 | Trimmed |
| 6 | ZM | ZOOM COMMUNICATIONS INC | $14.5M | 4.21% | 168,357 | New |
| 7 | MSFT | MICROSOFT CORP | $14.3M | 4.14% | 38,300 | New |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $13.4M | 3.88% | 17,900 | New |
| 9 | ASTSW | AST SPACEMOBILE INC | $12.8M | 3.72% | 144,200 | Added |
| 10 | AMZN | AMAZON COM INC | $11.6M | 3.37% | 48,780 | New |
| 11 | V | VISA INC | $9.0M | 2.60% | 26,115 | Added |
| 12 | LASR | NLIGHT INC | $8.9M | 2.58% | 127,869 | Added |
| 13 | NVDA | NVIDIA CORPORATION | $8.5M | 2.46% | 42,324 | Added |
| 14 | KMB | KIMBERLY-CLARK CORP | $6.9M | 2.01% | 63,035 | Trimmed |
| 15 | VKTXW | VIKING THERAPEUTICS INC | $6.5M | 1.88% | 166,600 | Added |
| 16 | BKSY | BLACKSKY TECHNOLOGY INC | $5.5M | 1.60% | 198,109 | Added |
| 17 | AMPX | AMPRIUS TECHNOLOGIES INC | $4.9M | 1.43% | 355,692 | Added |
| 18 | QQQ | INVESCO QQQ TR | $4.9M | 1.43% | 6,700 | New |
| 19 | USAR | USA RARE EARTH INC | $4.7M | 1.35% | 216,120 | New |
| 20 | FICO | FAIR ISAAC CORP | $4.3M | 1.25% | 3,602 | Added |
| 21 | LYV | LIVE NATION ENTERTAINMENT IN | $4.0M | 1.15% | 21,612 | New |
| 22 | BSX-PA | BOSTON SCIENTIFIC CORP | $3.8M | 1.11% | 90,000 | New |
| 23 | CRM | SALESFORCE INC | $3.8M | 1.10% | 24,313 | New |
| 24 | XLV | SELECT SECTOR SPDR TR | $3.4M | 0.99% | 21,613 | Trimmed |
| 25 | MSFT | MICROSOFT CORP | $3.4M | 0.97% | 8,983 | New |
Source: SEC Form 13F filings · as of 2026-06-30