account_balance
Investment manager · 13F filer · SEC CIK 1659380
Sender Co & Partners, Inc.
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Reported value$195Mas of Sep 30, 2026
Positions42 20 new, 39 sold out
Top 10 weight66.1%BA alone is 15%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BABoeing Co
15.2%Added +34%
LASRNlight, Inc.
8.2%Added +221%
KVUEKenvue Inc.
7.9%Trimmed −12%
LLYELI Lilly & Co
6.9%Trimmed −8%
AURAurora Innovation, Inc.
5.4%Trimmed −29%
ASTSAST SpaceMobile, Inc.
5.3%Trimmed −17%
NVDANVIDIA Corp
4.5%Trimmed −9%
CAVACava Group, Inc.
4.5%Added +4418%
AMZNAmazon.com Inc
4.3%Trimmed −31%
SIMOSilicon Motion Technology CORP
3.7%New
KTOSKratos Defense & Security Solutions, Inc.
3.3%New
GOOGLAlphabet Inc.
3.0%+133%
BABoeing Co
15.2%Added +34%
LASRNlight, Inc.
8.2%+221%
KVUEKenvue Inc.
7.9%
LLYELI Lilly & Co
6.9%
AURAurora Innovation, Inc.
5.4%−29%
ASTSAST SpaceMobile, Inc.
5.3%−17%
NVDANVIDIA Corp
4.5%
CAVACava Group, Inc.
4.5%
AMZN4.3%SIMOKTOS3.3%GOOGLBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BA Boeing Co 15.2% Added +34%LASR Nlight, Inc. 8.2% Added +221%KVUE Kenvue Inc. 7.9% Trimmed −12%LLY ELI Lilly & Co 6.9% Trimmed −8%AUR Aurora Innovation, Inc. 5.4% Trimmed −29%ASTS AST SpaceMobile, Inc. 5.3% Trimmed −17%NVDA NVIDIA Corp 4.5% Trimmed −9%CAVA Cava Group, Inc. 4.5% Added +4418%AMZN Amazon.com Inc 4.3% Trimmed −31%SIMO Silicon Motion Technology CORP 3.7% NewKTOS Kratos Defense & Security Solutions, Inc. 3.3% NewGOOGL Alphabet Inc. 3.0% Added +133%
What changed
Biggest moves since Jun 30, 2026
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