Sentinel Dome Partners, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Sentinel Dome Partners, LLC disclosed 29 US equity positions worth $105.1m in its Q1 2026 13F filing. The largest position was UNIT at 31.8% of the reported book, followed by UNIT and Amazon.com Inc.
What did Sentinel Dome Partners, LLC own in Q1 2026? Top 29 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | UNIT Uniti Group Inc | 31.8% | $33.4m | 28,253,000 | – | ||
| 2 | UNIT Uniti Group Inc | Real Estate | 7.0% | $7.3m | 781,907 | – | |
| 3 | Amazon.com Inc | 6.3% | $6.6m | 31,700 | – | ||
| 4 | Live Nation Entertainment Inc | 5.5% | $5.8m | 5,375,000 | – | ||
| 5 | ECHO EchoStar Corp | Communication Services | 5.5% | $5.8m | 49,500 | – | |
| 6 | Datadog Inc | 5.2% | $5.5m | 5,625,000 | – | ||
| 7 | TDS Telephone and Data Systems Inc | Communication Services | 4.6% | $4.8m | 115,000 | – | |
| 8 | NFLX NETFLIX | Communication Services | 3.7% | $3.9m | 40,500 | – | |
| 9 | BX Blackstone Inc | Financial Services | 3.3% | $3.5m | 30,600 | – | |
| 10 | MA Mastercard Inc | Financial Services | 2.5% | $2.6m | 5,300 | – | |
| 11 | META Meta Platforms Inc | Communication Services | 2.2% | $2.3m | 4,100 | – | |
| 12 | HLT Hilton Worldwide Holdings Inc | Consumer Cyclical | 2.1% | $2.2m | 7,250 | – | |
| 13 | DY DYCOM INDUSTRIES | Industrials | 2.1% | $2.2m | 6,500 | – | |
| 14 | LUMN Lumen Technologies Inc | Communication Services | 2.0% | $2.1m | 302,816 | – | |
| 15 | HD Home Depot Inc | Consumer Cyclical | 2.0% | $2.1m | 6,350 | – | |
| 16 | SPOT Spotify Technology SA | Communication Services | 1.9% | $2.0m | 4,100 | – | |
| 17 | LOW LOWE'S COMPANIES | Consumer Cyclical | 1.5% | $1.5m | 6,500 | – | |
| 18 | DASH DoorDash Inc | Consumer Cyclical | 1.4% | $1.4m | 9,500 | – | |
| 19 | ORCL Oracle Corp | Technology | 1.3% | $1.4m | 9,500 | – | |
| 20 | NOW ServiceNow Inc | Technology | 1.2% | $1.3m | 12,450 | – | |
| 21 | NCLH Norwegian Cruise Line Holdings Ltd | Consumer Cyclical | 1.2% | $1.2m | 65,600 | – | |
| 22 | Strategy Inc | 1.1% | $1.1m | 16,000 | – | ||
| 23 | SHOPIFY CL A SUB VTG | 1.0% | $1.0m | 8,500 | – | ||
| 24 | T AT&T | Communication Services | 0.9% | $927.7k | 32,000 | – | |
| 25 | CORZ CORE SCIENTIFIC | Technology | 0.7% | $733.0k | 49,000 | – | |
| 26 | ZS Zscaler Inc | Technology | 0.7% | $729.5k | 5,200 | – | |
| 27 | SNOW SNOWFLAKE | Technology | 0.7% | $693.8k | 4,600 | – | |
| 28 | HOOD ROBINHOOD MARKETS CL A | Financial Services | 0.5% | $519.8k | 7,500 | – | |
| 29 | OPTU Optimum Communications Inc | Communication Services | 0.2% | $260.0k | 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.