Investor
Sender Co & Partners, Inc.
CIK 0001659380 · filed 2026-05-15 · SEC filing
13F book
$164.6M
Positions
39
19 new · 49 sold
Largest name
10.3%
Kenvue Inc. · KVUE
Est. mark
−$3.49M
Price effect on 20 names still held. Flow −$35M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Kenvue Inc. | KVUE | 986.1K | $17M | 10.3% | −$9.86K | Cut−$5.47M |
| Boeing Co | — | 85.2K | $17M | 10.3% | −$1.28M | Added$1.6M |
| Kimberly Clark Corp | KMB | 125.5K | $12.1M | 7.4% | −$381.2K | Added$3.41M |
| Eli Lilly & Co | LLY | 13K | $12M | 7.3% | −$1.34M | Added$2.69M |
| Select Sector Spdr Tr | — | 76.2K | $11.2M | 6.8% | −$353.1K | Added$4.5M |
| Aurora Innovation Inc | — | 2.15M | $8.86M | 5.4% | $483K | Added$2.24M |
| Nlight, Inc. | LASR | 125.5K | $7.16M | 4.3% | $942.2K | Added$5.35M |
| Apple Inc. | AAPL | 26K | $6.6M | 4.0% | — | New |
| Roblox Corp | RBLX | 107.6K | $6.08M | 3.7% | −$672.2K | Added$3.86M |
| Fair Isaac Corp | FICO | 3.32K | $3.54M | 2.2% | −$160.8K | Added$3.1M |
| Nextnav Inc | — | 202.6K | $3.25M | 2.0% | −$53.5K | Added$1.81M |
| Honeywell Intl Inc | — | 13.4K | $3.04M | 1.8% | $416K | Cut−$1.67M |
| Advisorshares Tr | — | 851.6K | $3.02M | 1.8% | −$996.4K | Cut−$1.97M |
| Amprius Technologies Inc | — | 179.2K | $3.02M | 1.8% | — | New |
| AST SpaceMobile, Inc. | ASTS | 35.9K | $2.97M | 1.8% | $367.2K | Cut−$1.35M |
| Nvidia Corp | NVDA | 16.1K | $2.81M | 1.7% | −$195.3K | Cut−$6M |
| NIKE, Inc. | NKE | 44.8K | $2.37M | 1.4% | −$225.4K | Added$1.05M |
| Visa Inc. | V | 6.28K | $1.9M | 1.2% | — | New |
| Applied Matls Inc | — | 4.48K | $1.53M | 0.9% | — | New |
| Zillow Group Inc | — | 33.2K | $1.37M | 0.8% | — | New |
| Velo3d Inc | — | 143.4K | $1.35M | 0.8% | — | New |
| Warby Parker Inc. | WRBY | 57.4K | $1.21M | 0.7% | −$41.3K | Cut−$4.38M |
| Blacksky Technology Inc | — | 44.8K | $1.13M | 0.7% | — | New |
| Ttm Technologies Inc | TTMI | 7.17K | $698.7K | 0.4% | — | New |
| Core Scientific Inc New | — | 44.8K | $670.6K | 0.4% | — | New |
| Taiwan Semiconductor Mfg Ltd | — | 1.79K | $605.9K | 0.4% | — | New |
| Intel Corp | INTC | 13.4K | $593.4K | 0.4% | — | New |
| Lattice Semiconductor Corp | LSCC | 6.28K | $582.2K | 0.4% | — | New |
| Coherent Corp. | COHR | 2.24K | $533.8K | 0.3% | — | New |
| Viking Therapeutics, Inc. | VKTX | 16.1K | $525.1K | 0.3% | −$42.6K | Cut−$172.8K |
| T1 Energy Inc. | TE | 89.7K | $393.6K | 0.2% | — | New |
| StandardAero, Inc. | SARO | 14.1K | $365.3K | 0.2% | — | New |
| Meta Platforms, Inc. | META | 539 | $308.4K | 0.2% | −$47.4K | Cut−$7.24M |
| Victorias Secret And Co | — | 6.28K | $291K | 0.2% | — | New |
| Nokia Corp | — | 35.9K | $288.3K | 0.2% | $46.2K | Added$98K |
| Solaris Energy Infras Inc | — | 4.48K | $253.3K | 0.2% | — | New |
| Mobileye Global Inc. | MBLY | 35.9K | $246.4K | 0.1% | — | New |
| Akamai Technologies Inc | AKAM | 1.79K | $205.9K | 0.1% | $49.5K | Cut−$1.43M |
| Eightco Holdings Inc. | ORBS | 35.9K | $33.4K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.