Sentinel Dome Partners, LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Sentinel Dome Partners, LLC disclosed 30 US equity positions worth $147.0m in its Q4 2025 13F filing. The largest position was UNIT at 21.3% of the reported book, followed by Live Nation Entertainment Inc and MSFT.
What did Sentinel Dome Partners, LLC own in Q4 2025? Top 30 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | UNIT Uniti Group Inc | 21.3% | $31.3m | 28,253,000 | – | ||
| 2 | Live Nation Entertainment Inc | 13.9% | $20.5m | 19,375,000 | – | ||
| 3 | MSFT Microsoft Corp | Technology | 4.9% | $7.2m | 14,900 | – | |
| 4 | Guidewire Software Inc | 4.9% | $7.2m | 6,500,000 | – | ||
| 5 | BX Blackstone Inc | Financial Services | 4.0% | $5.9m | 38,600 | – | |
| 6 | MA Mastercard Inc | Financial Services | 3.9% | $5.8m | 10,150 | – | |
| 7 | UNIT Uniti Group Inc | 3.7% | $5.5m | 781,907 | – | ||
| 8 | Amazon.com Inc | 3.7% | $5.4m | 23,400 | – | ||
| 9 | ECHO EchoStar Corp | Communication Services | 3.5% | $5.2m | 48,000 | – | |
| 10 | TDS Telephone and Data Systems Inc | Communication Services | 3.3% | $4.9m | 120,000 | – | |
| 11 | Datadog Inc | 3.2% | $4.6m | 4,625,000 | – | ||
| 12 | IBM International Business Machines Corp | Technology | 2.7% | $3.9m | 13,300 | – | |
| 13 | CCO Clear Channel Outdoor Holdings Inc | Communication Services | 2.4% | $3.5m | 1,570,000 | – | |
| 14 | META Meta Platforms Inc | Communication Services | 2.3% | $3.4m | 5,200 | – | |
| 15 | HLT Hilton Worldwide Holdings Inc | Consumer Cyclical | 2.3% | $3.4m | 11,850 | – | |
| 16 | SPOT Spotify Technology SA | Communication Services | 2.1% | $3.1m | 5,400 | – | |
| 17 | DASH DoorDash Inc | Consumer Cyclical | 2.1% | $3.1m | 13,700 | – | |
| 18 | HD Home Depot Inc | Consumer Cyclical | 2.0% | $3.0m | 8,750 | – | |
| 19 | NTNX Nutanix Inc | 1.7% | $2.4m | 2,527,000 | – | ||
| 20 | DBRG DigitalBridge Group Inc | Financial Services | 1.6% | $2.4m | 154,647 | – | |
| 21 | NXST Nexstar Media Group Inc | Communication Services | 1.6% | $2.3m | 11,400 | – | |
| 22 | NOW ServiceNow Inc | Technology | 1.5% | $2.2m | 14,250 | – | |
| 23 | Coinbase Global Inc | 1.4% | $2.1m | 2,000,000 | – | ||
| 24 | ORCL Oracle Corp | Technology | 1.3% | $1.9m | 9,500 | – | |
| 25 | NTNX Nutanix Inc | Technology | 1.2% | $1.8m | 34,000 | – | |
| 26 | NCLH Norwegian Cruise Line Holdings Ltd | Consumer Cyclical | 1.1% | $1.7m | 75,600 | – | |
| 27 | Strategy Inc | 0.9% | $1.3m | 16,000 | – | ||
| 28 | ZS Zscaler Inc | Technology | 0.7% | $989.6k | 4,400 | – | |
| 29 | LUMN Lumen Technologies Inc | Communication Services | 0.5% | $697.9k | 89,816 | – | |
| 30 | OPTU Optimum Communications Inc | Communication Services | 0.2% | $330.0k | 200,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.