Sentinel Dome Partners, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Sentinel Dome Partners, LLC disclosed 32 US equity positions worth $137.1m in its Q2 2026 13F filing. The largest position was UNIT at 11.7% of the reported book, followed by DASH and Live Nation Entertainment Inc. Against the Q1 2026 filing, it opened 12 new positions, added to 9 and reduced 7 among the top 32 holdings.
What did Sentinel Dome Partners, LLC own in Q2 2026? Top 32 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 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 |
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.