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Sentinel Dome Partners, LLC Top Holdings and 13F Report (2026)

About Sentinel Dome Partners, LLC

Investment Activity

  • Sentinel Dome Partners, LLC has $137.09 million in total holdings as of June 30, 2026.
  • Sentinel Dome Partners, LLC owns shares of 32 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
  • Approximately 50.84% of the portfolio was purchased this quarter.
  • About 30.41% of the portfolio was sold this quarter.
  • This quarter, Sentinel Dome Partners, LLC has purchased 29 new stocks and bought additional shares in 9 stocks.
  • Sentinel Dome Partners, LLC sold shares of 7 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Uniti Group Inc
$16,079,873
DoorDash, Inc.
$14,357,365
Live Nation Entertainment Inc
$11,951,371
Uniti Group Inc
$11,460,982
Cloudflare, Inc.
$8,245,315

Largest New Holdings this Quarter

25809KAB1 - DoorDash, Inc.
$14,357,365 Holding
18915MAF4 - Cloudflare, Inc.
$8,245,315 Holding
62886HBT7 - NCL CORP LTD
$7,174,774 Holding
781154AD1 - Rubrik, Inc.
$4,601,260 Holding
68389X204 - Oracle Corp
$3,724,862 Holding

Largest Purchases this Quarter

DoorDash, Inc.
14,500,000 shares (about $14.36M)
Cloudflare, Inc.
6,500,000 shares (about $8.25M)
NCL CORP LTD
6,375,000 shares (about $7.17M)
Uniti Group Inc
620,000 shares (about $7.11M)
Live Nation Entertainment Inc
4,600,000 shares (about $5.51M)

Largest Sales this Quarter

Uniti Group Inc
19,000,000 shares (about $23.53M)
EchoStar Corp
18,000 shares (about $1.83M)
Spotify Technology
1,100 shares (about $505.04K)
Blackstone
3,000 shares (about $353.01K)
Netflix
3,500 shares (about $249.90K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSentinel Dome Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Uniti Group Inc
$16,079,873$7,111,400 â–²79.3%1,401,90711.7%COM
DoorDash, Inc.
$14,357,365$14,357,365 â–²New Holding14,500,00010.5%Convertible Bond
Live Nation Entertainment Inc
$11,951,371$5,511,409 â–²85.6%9,975,0008.7%Convertible Bond
Uniti Group Inc
$11,460,982$23,533,844 â–¼-67.2%9,253,0008.4%Convertible Bond
Cloudflare, Inc.
$8,245,315$8,245,315 â–²New Holding6,500,0006.0%Convertible Bond
Amazon.com Inc
$7,793,718$238,340 â–²3.2%32,7005.7%COM
NCL CORP LTD
$7,174,774$7,174,774 â–²New Holding6,375,0005.2%Convertible Bond
Rubrik, Inc.
$4,601,260$4,601,260 â–²New Holding4,500,0003.4%Convertible Bond
Telephone and Data Systems, Inc. stock logo
TDS
Telephone and Data Systems
$4,256,1500.0%115,0003.1%Communication Services
Oracle Corp
$3,724,862$3,724,862 â–²New Holding82,5002.7%Com
Royal Caribbean Cruises Ltd.
$3,461,077$3,461,077 â–²New Holding10,9002.5%COM
Blackstone Inc. stock logo
BX
Blackstone
$3,247,692$353,010 â–¼-9.8%27,6002.4%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$3,235,680$513,600 â–²18.9%6,3002.4%Finance
EchoStar Corp
$3,197,250$1,827,000 â–¼-36.4%31,5002.3%COM
The Home Depot, Inc. stock logo
HD
Home Depot
$3,191,754$952,236 â–²42.5%9,0502.3%Consumer Discretionary
Alphabet Inc.
$3,189,457$3,189,457 â–²New Holding63,0002.3%COM
Alphabet Inc.
$3,168,900$3,168,900 â–²New Holding63,0002.3%COM
Hilton Worldwide Holdings Inc. stock logo
HLT
Hilton Worldwide
$3,155,893$760,058 â–²31.7%9,5502.3%Consumer Discretionary
Netflix, Inc. stock logo
NFLX
Netflix
$2,641,800$249,900 â–¼-8.6%37,0001.9%Communication Services
Lumen Technologies, Inc. stock logo
LUMN
Lumen Technologies
$2,556,027$230,400 â–²9.9%332,8161.9%Communication Services
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,196,831$112,658 â–¼-4.9%3,9001.6%Communication Services
Guidewire Software Inc
$1,925,266$1,925,266 â–²New Holding2,000,0001.4%Convertible Bond
Visa Inc. stock logo
V
Visa
$1,715,450$1,715,450 â–²New Holding5,0001.3%Finance
Snowflake Inc. stock logo
SNOW
Snowflake
$1,679,700$509,000 â–²43.5%6,6001.2%Technology
Applied Digital Corporation stock logo
APLD
Applied Digital
$1,473,350$1,473,350 â–²New Holding39,5001.1%Technology
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$1,433,1850.0%6,5001.0%Consumer Discretionary
Spotify Technology stock logo
SPOT
Spotify Technology
$1,377,390$505,043 â–¼-26.8%3,0001.0%Communication Services
CORE SCIENTIFIC
$1,074,780$179,130 â–¼-14.3%42,0000.8%COM
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$1,052,940$300,840 â–²40.0%10,5000.8%Finance
SHOPIFY CL A SUB VTG
$970,5300.0%8,5000.7%COM
Strategy Inc
$961,5440.0%16,0000.7%COM
Builders FirstSource, Inc. stock logo
BLDR
Builders FirstSource
$536,880$536,880 â–²New Holding6,0000.4%Industrials
Datadog Inc
$0$5,454,616 â–¼-100.0%00.0%Convertible Bond
Dycom Industries, Inc. stock logo
DY
Dycom Industries
$0$2,202,330 â–¼-100.0%00.0%Industrials
DoorDash Inc
$0$1,426,425 â–¼-100.0%00.0%COM
Oracle Corporation stock logo
ORCL
Oracle
$0$1,397,545 â–¼-100.0%00.0%Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$0$1,301,648 â–¼-100.0%00.0%Technology
Norwegian Cruise Line Holdings Ltd. stock logo
NCLH
Norwegian Cruise Line
$0$1,226,720 â–¼-100.0%00.0%Consumer Discretionary
AT&T Inc. stock logo
T
AT&T
$0$927,680 â–¼-100.0%00.0%Communication Services
Zscaler, Inc. stock logo
ZS
Zscaler
$0$729,508 â–¼-100.0%00.0%Technology
Optimum Communications Inc
$0$260,000 â–¼-100.0%00.0%COM

Showing largest 100 holdings. View all holdings.
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