Sender Co & Partners, Inc. holds a focused book of 39 stocks worth $137.0M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Apple Inc and trimmed Kenvue Inc. Their largest long position is Kenvue Inc at 12% of the equity book. They also disclosed $27.6M in call options (bullish), shown separately below and excluded from the equity book.
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Use Arkolith to show Sender Co & Partners, Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
82% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Kenvue Inc COM | $17.0M | 986.1K | 12.4% | ▼−24% Reduced · −316K sh | |
| 2 | Boeing Co COM | $17.0M | 85.2K | 12.4% | ▲+20% Added · +14K sh | |
| 3 | Kimberly-Clark Corp COM | $12.1M | 125.5K | 8.8% | ▲+46% Added · +39K sh | |
| 4 | Eli Lilly & Co COM | $12.0M | 13.0K | 8.7% | ▲+51% Added · +4K sh | |
| 5 | Select Sector SPDR TR STATE STREET HEA | $11.2M | 76.2K | 8.2% | ▲+77% Added · +33K sh | |
| 6 | Aurora Innovation Inc CLASS A COM | $8.9M | 2.15M | 6.5% | ▲+25% Added · +427K sh | |
| 7 | Nlight Inc COM | $7.2M | 125.5K | 5.2% | ▲+160% Added · +77K sh | |
| 8 | Apple Inc COM | $6.6M | 26.0K | 4.8% | ▲New New position | |
| 9 | Roblox Corp CL A | $6.1M | 107.6K | 4.4% | ▲+292% Added · +80K sh | |
| 10 | Fair Isaac Corp COM | $3.5M | 3.3K | 2.6% | ▲13× Added · +3K sh | |
| 11 | Nextnav Inc COMMON STOCK | $3.2M | 202.6K | 2.4% | ▲+135% Added · +116K sh | |
| 12 | Honeywell Intl Inc COM | $3.0M | 13.4K | 2.2% | ▼−44% Reduced · −11K sh | |
| 13 | Advisorshares TR PURE US CANNABIS | $3.0M | 851.6K | 2.2% | ▼−19% Reduced · −206K sh | |
| 14 | Amprius Technologies Inc COMMON STOCK | $3.0M | 179.2K | 2.2% | ▲New New position | |
| 15 | Ast Spacemobile Inc COM CL A | $3.0M | 35.9K | 2.2% | ▼−40% Reduced · −24K sh | |
| 16 | Nvidia Corporation COM | $2.8M | 16.1K | 2.1% | ▼−66% Reduced · −31K sh | |
| 17 | Nike Inc CL B | $2.4M | 44.8K | 1.7% | ▲+117% Added · +24K sh | |
| 18 | Visa Inc COM CL A | $1.9M | 6.3K | 1.4% | ▲New New position | |
| 19 | Applied Matls Inc COM | $1.5M | 4.5K | 1.1% | ▲New New position | |
| 20 | Zillow Group Inc CL C CAP STK | $1.4M | 33.2K | 1.0% | ▲New New position | |
| 21 | Velo3d Inc COM NEW | $1.3M | 143.4K | 1.0% | ▲New New position | |
| 22 | Warby Parker Inc CL A COM | $1.2M | 57.4K | 0.9% | ▼−78% Reduced · −199K sh | |
| 23 | Blacksky Technology Inc CL A NEW | $1.1M | 44.8K | 0.8% | ▲New New position | |
| 24 | TTM Technologies Inc COM | $699K | 7.2K | 0.5% | ▲New New position | |
| 25 | Core Scientific Inc New COM | $671K | 44.8K | 0.5% | ▲New New position | |
| 26 | Taiwan Semiconductor Manufac SPONSORED ADS | $606K | 1.8K | 0.4% | ▲New New position | |
| 27 | Intel Corp COM | $593K | 13.4K | 0.4% | ▲New New position | |
| 28 | Lattice Semiconductor Corp COM | $582K | 6.3K | 0.4% | ▲New New position | |
| 29 | Coherent Corp COM | $534K | 2.2K | 0.4% | ▲New New position | |
| 30 | Viking Therapeutics Inc COM | $525K | 16.1K | 0.4% | ▼−19% Reduced · −4K sh | |
| 31 | T1 Energy Inc COM NEW | $394K | 89.7K | 0.3% | ▲New New position | |
| 32 | Standardaero Inc COM | $365K | 14.1K | 0.3% | ▲New New position | |
| 33 | Meta Platforms Inc CL A | $308K | 539 | 0.2% | ▼−95% Reduced · −11K sh | |
| 34 | Victorias Secret And Co COMMON STOCK | $291K | 6.3K | 0.2% | ▲New New position | |
| 35 | Nokia Corp SPONSORED ADR | $288K | 35.9K | 0.2% | ▲+22% Added · +6K sh | |
| 36 | Solaris Energy Infras Inc COM CL A | $253K | 4.5K | 0.2% | ▲New New position | |
| 37 | Mobileye Global Inc COMMON CLASS A | $246K | 35.9K | 0.2% | ▲New New position | |
| 38 | Akamai Technologies Inc COM | $206K | 1.8K | 0.2% | ▼−90% Reduced · −17K sh | |
| 39 | Eightco Holdings Inc COM | $33K | 35.9K | 0.0% | ▲New New position |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | ELI LILLY & CO | $13.5M | 15K |
| CALL · bullish | CORE SCIENTIFIC INC NEW | $4.8M | 323K |
| CALL · bullish | LIONSGATE STUDIOS CORP | $3.4M | 359K |
| CALL · bullish | VIKING THERAPEUTICS INC | $1.8M | 54K |
| CALL · bullish | AST SPACEMOBILE INC | $1.4M | 17K |
| CALL · bullish | UNITY SOFTWARE INC | $590K | 27K |
| CALL · bullish | APOLLO GLOBAL MGMT INC | $490K | 4K |
| CALL · bullish | CELLDEX THERAPEUTICS INC NEW | $425K | 13K |
| CALL · bullish | NEXTNAV INC | $359K | 22K |
| CALL · bullish | COMPASS PATHWAYS PLC | $248K | 45K |
| CALL · bullish | CIPHER DIGITAL INC | $232K | 18K |
| CALL · bullish | PAYONEER GLOBAL INC | $216K | 45K |
| CALL · bullish | ARBE ROBOTICS LTD | $27K | 45K |
| CALL · bullish | IMMUTEP LTD | $19K | 54K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.