StockDriftsStockDriftsTop 50 Sender CO & Partners INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BA | BOEING CO | 10.84% | 118.9K | $25.7M | +39.57%(+33.70K) | $195.40(+16.55%) | 2026-06-30 | |
| KVUE | KENVUE INC | 7.98% | 990.5K | $18.9M | +0.45%(+4.40K) | $20.62(-6.88%) | 2026-06-30 | |
| ASTS | AST SPACEMOBILE INC | 7.92% | 211.6K | $18.8M | +490.12%(+175.76K) | $71.31(-6.81%) | 2026-06-30 | |
| AUR | AURORA INNOVATION INC | 7.76% | 2.70M | $18.4M | +25.56%(+549.90K) | $4.99(+40.18%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 6.37% | 12.6K | $15.1M | -3.02%(-393) | $819.60(+43.90%) | 2026-06-30 | |
| ZM | ZOOM COMMUNICATIONS INC | 6.12% | 168.4K | $14.5M | new | $82.51(+28.20%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.9% | 48.8K | $11.6M | new | $210.31(+24.83%) | 2026-06-30 | |
| V | VISA INC | 3.78% | 26.1K | $9.0M | +316.11%(+19.84K) | $322.56(+12.21%) | 2026-06-30 | |
| LASR | NLIGHT INC | 3.75% | 127.9K | $8.9M | +1.88%(+2.36K) | $42.36(+24.17%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.57% | 42.3K | $8.5M | +162.28%(+26.19K) | $168.90(+33.84%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +29.28% | +116.08% | — | — | +31.03% |
| Top 20 Holdings Unweighted | +32.47% | +132.45% | — | — | +65.69% |
Sender CO & Partners INC reports $344.87M in US-listed equity holdings across 61 positions in its most recent 13F filing. Its largest disclosed positions are BA (10.8%), KVUE (8.0%) and ASTS (7.9%). The top 20 holdings account for 81.63% of reported assets. Its disclosed equity book has returned +116.08% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sender CO & Partners INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1659380). View Sender CO & Partners INC’s 13F filings on SEC