Sentinel Dome Partners, LLC: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 2114194) · Explore on the interactive board
Sentinel Dome Partners, LLC disclosed 32 US equity positions worth $137.1m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is UNIT at 11.7% of the reported book, followed by DASH, Live Nation Entertainment Inc. The top ten holdings are 67.9% of the book, and the portfolio behaves like about 13 equal-weight positions. Versus the prior filing it opened 12 new positions, added to 9, reduced 7 and exited 9. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Sentinel Dome Partners, LLC own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 12 new, 9 added, 7 reduced, 9 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | UNIT Uniti Group Inc | Real Estate | 11.7% | $16.1m | 1,401,907 | 79% | added |
| 2 | DASH DoorDash, Inc. | Consumer Cyclical | 10.5% | $14.4m | 14,500,000 | – | new |
| 3 | Live Nation Entertainment Inc | 8.7% | $12.0m | 9,975,000 | 86% | added | |
| 4 | UNIT Uniti Group Inc | 8.4% | $11.5m | 9,253,000 | -67% | reduced | |
| 5 | Cloudflare, Inc. | 6.0% | $8.2m | 6,500,000 | – | new | |
| 6 | Amazon.com Inc | 5.7% | $7.8m | 32,700 | 3% | added | |
| 7 | NCL CORP LTD | 5.2% | $7.2m | 6,375,000 | – | new | |
| 8 | Rubrik, Inc. | 3.4% | $4.6m | 4,500,000 | – | new | |
| 9 | TDS Telephone and Data Systems Inc | Communication Services | 3.1% | $4.3m | 115,000 | 0% | held |
| 10 | Oracle Corp | 2.7% | $3.7m | 82,500 | – | new | |
| 11 | Royal Caribbean Cruises Ltd. | 2.5% | $3.5m | 10,900 | – | new | |
| 12 | BX Blackstone Inc | Financial Services | 2.4% | $3.2m | 27,600 | -10% | reduced |
| 13 | MA Mastercard Inc | Financial Services | 2.4% | $3.2m | 6,300 | 19% | added |
| 14 | ECHO EchoStar Corp | Communication Services | 2.3% | $3.2m | 31,500 | -36% | reduced |
| 15 | HD Home Depot Inc | Consumer Cyclical | 2.3% | $3.2m | 9,050 | 43% | added |
| 16 | Alphabet Inc. | 2.3% | $3.2m | 63,000 | – | new | |
| 17 | GOOG Alphabet Inc. | Communication Services | 2.3% | $3.2m | 63,000 | – | new |
| 18 | HLT Hilton Worldwide Holdings Inc | Consumer Cyclical | 2.3% | $3.2m | 9,550 | 32% | added |
| 19 | NFLX NETFLIX | Communication Services | 1.9% | $2.6m | 37,000 | -9% | reduced |
| 20 | LUMN Lumen Technologies Inc | Communication Services | 1.9% | $2.6m | 332,816 | 10% | added |
| 21 | META Meta Platforms Inc | Communication Services | 1.6% | $2.2m | 3,900 | -5% | reduced |
| 22 | Guidewire Software Inc | 1.4% | $1.9m | 2,000,000 | – | new | |
| 23 | V Visa Inc. | Financial Services | 1.3% | $1.7m | 5,000 | – | new |
| 24 | SNOW SNOWFLAKE | Technology | 1.2% | $1.7m | 6,600 | 43% | added |
| 25 | APLD Applied Digital Corp | Technology | 1.1% | $1.5m | 39,500 | – | new |
| 26 | LOW LOWE'S COMPANIES | Consumer Cyclical | 1.0% | $1.4m | 6,500 | 0% | held |
| 27 | SPOT Spotify Technology SA | Communication Services | 1.0% | $1.4m | 3,000 | -27% | reduced |
| 28 | CORZ CORE SCIENTIFIC | Technology | 0.8% | $1.1m | 42,000 | -14% | reduced |
| 29 | HOOD ROBINHOOD MARKETS CL A | Financial Services | 0.8% | $1.1m | 10,500 | 40% | added |
| 30 | SHOPIFY CL A SUB VTG | 0.7% | $970.5k | 8,500 | 0% | held | |
| 31 | Strategy Inc | 0.7% | $961.5k | 16,000 | 0% | held | |
| 32 | BLDR Builders FirstSource Inc | Industrials | 0.4% | $536.9k | 6,000 | – | new |
What did Sentinel Dome Partners, LLC sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| Datadog Inc | 36.5% | $5.5m |
| DY DYCOM INDUSTRIES | 14.8% | $2.2m |
| DASH DoorDash Inc | 9.6% | $1.4m |
| ORCL Oracle Corp | 9.4% | $1.4m |
| NOW ServiceNow Inc | 8.7% | $1.3m |
| NCLH Norwegian Cruise Line Holdings Ltd | 8.2% | $1.2m |
| T AT&T | 6.2% | $927.7k |
| ZS Zscaler Inc | 4.9% | $729.5k |
| OPTU Optimum Communications Inc | 1.7% | $260.0k |
Sector mix
| Sector | Weight |
|---|---|
| Consumer Cyclical | 16.1% |
| Communication Services | 14.1% |
| Real Estate | 11.7% |
| Financial Services | 6.7% |
| Technology | 3.1% |
| Industrials | 0.4% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Sentinel Dome Partners, LLC's portfolio?
Across every quarter Sentinel Dome Partners, LLC has filed, its median largest position is 29.4% of the book and its median top-ten weight is 72.8%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 8.0 completed holding spells, the median lasted 1.0 quarters; 31.0 positions are still open and their final length is unknown.