Sentinel Dome Partners, LLC
13F Reported Value
ⓘ$105.1M
Holdings
29
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Sentinel Dome Partners, LLC disclosed 29 positions worth $105.1M in its Form 13F-HR for Q1 2026, led by $UNIT (Uniti Group Inc.) at 31.8% of the equity portfolio, followed by $UNIT and $AMZN. During the quarter the fund opened 8 new positions and exited 9 — including a new stake in $NFLX and a full exit from $MSFT. The portfolio is most concentrated in Communication Services (63.1% of disclosed assets). All figures are sourced directly from Sentinel Dome Partners, LLC’s Form 13F-HR filing with the SEC under CIK 2114194.
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$33.4M28,253,000 sh - —
Quality
$7.3M781,907 sh - 74.6#152
Quality
$6.6M31,700 sh - 55.0
Quality
$5.8M5,375,000 sh - 29.5
Quality
$5.8M49,500 sh - 62.9
Quality
$5.5M5,625,000 sh - 42.2
Quality
$4.8M115,000 sh - 86.7
Quality
$3.9M40,500 sh - 68.0
Quality
$3.5M30,600 sh - 81.7
Quality
$2.6M5,300 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| — | $33.4M | 28,253,000 | |
| — | $7.3M | 781,907 | |
| 74.6#152 | $6.6M | 31,700 | |
| 55.0 | $5.8M | 5,375,000 | |
| 29.5 | $5.8M | 49,500 | |
| 62.9 | $5.5M | 5,625,000 | |
| 42.2 | $4.8M | 115,000 | |
| 86.7 | $3.9M | 40,500 | |
| 68.0 | $3.5M | 30,600 | |
| 81.7 | $2.6M | 5,300 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Sentinel Dome Partners, LLC's 29 positions.
Showing top 10 of 29 holdings.
Sector Allocation
Communication Services
$66.3M
Consumer Discretionary
$12.4M
Technology
$11.9M
Financials
$8.6M
Industrials
$2.7M
Energy
$2.2M
Other
$1.0M
Full Holdings — Sentinel Dome Partners, LLC (Q1 2026)
All 29 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | Uniti Group Inc. | $33.4M | 31.8% | +0% | — | |
| 2 | Uniti Group Inc. | $7.3M | 7.0% | +0% | — | |
| 3 | AMAZON COM INC | $6.6M | 6.3% | +35% | 74.6 | |
| 4 | Live Nation Entertainment, Inc. | $5.8M | 5.5% | -72% | 55 | |
| 5 | EchoStar CORP | $5.8M | 5.5% | +3% | 29.5 | |
| 6 | Datadog, Inc. | $5.5M | 5.2% | +22% | 62.9 | |
| 7 | TELEPHONE & DATA SYSTEMS INC /DE/ | $4.8M | 4.6% | -4% | 42.2 | |
| 8 | NETFLIX INC | $3.9M | 3.7% | NEW | 86.7 | |
| 9 | Blackstone Inc. | $3.5M | 3.4% | -21% | 68 | |
| 10 | Mastercard Inc | $2.6M | 2.5% | -48% | 81.7 | |
| 11 | Meta Platforms, Inc. | $2.3M | 2.2% | -21% | 80.9 | |
| 12 | Hilton Worldwide Holdings Inc. | $2.2M | 2.1% | -39% | 73.1 | |
| 13 | DYCOM INDUSTRIES INC | $2.2M | 2.1% | NEW | 62.1 | |
| 14 | Lumen Technologies, Inc. | $2.1M | 2.0% | +237% | 39.8 | |
| 15 | HOME DEPOT, INC. | $2.1M | 2.0% | -27% | 69.2 | |
| 16 | Spotify Technology S.A. | $2.0M | 1.9% | -24% | — | |
| 17 | LOWES COMPANIES INC | $1.5M | 1.5% | NEW | 63.5 | |
| 18 | DoorDash, Inc. | $1.4M | 1.4% | -31% | 70.6 | |
| 19 | ORACLE CORP | $1.4M | 1.3% | +0% | 67.2 | |
| 20 | ServiceNow, Inc. | $1.3M | 1.2% | -13% | 76 | |
| 21 | Norwegian Cruise Line Holdings Ltd. | $1.2M | 1.2% | -13% | — | |
| 22 | Strategy Inc | $1.1M | 1.1% | +0% | 25.4 | |
| 23 | — | SHOPIFY CL A SUB VTG | $1.0M | 1.0% | NEW | — |
| 24 | AT&T INC. | $927,680 | 0.9% | NEW | 71.9 | |
| 25 | Core Scientific, Inc./tx | $733,040 | 0.7% | NEW | 14 | |
| 26 | Zscaler, Inc. | $729,508 | 0.7% | +18% | 57.9 | |
| 27 | Snowflake Inc. | $693,772 | 0.7% | NEW | 49.6 | |
| 28 | Robinhood Markets, Inc. | $519,750 | 0.5% | NEW | 75.8 | |
| 29 | Optimum Communications, Inc. | $260,000 | 0.3% | +0% | 29.7 |
New Positions (8)
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