Sentinel Dome Partners, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2114194
Institutional-grade research for retail investors

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

Communication ServicesConsumer DiscretionaryTechnologyFinancialsIndustrialsEnergy

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored

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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.

#TickerCompanyValueWeightQoQQuality
1UNIT$UNITUniti Group Inc.$33.4M31.8%+0%
2UNIT$UNITUniti Group Inc.$7.3M7.0%+0%
3AMZN$AMZNAMAZON COM INC$6.6M6.3%+35%74.6
4LYV$LYVLive Nation Entertainment, Inc.$5.8M5.5%-72%55
5ECHO$ECHOEchoStar CORP$5.8M5.5%+3%29.5
6DDOG$DDOGDatadog, Inc.$5.5M5.2%+22%62.9
7TDS$TDSTELEPHONE & DATA SYSTEMS INC /DE/$4.8M4.6%-4%42.2
8NFLX$NFLXNETFLIX INC$3.9M3.7%NEW86.7
9BX$BXBlackstone Inc.$3.5M3.4%-21%68
10MA$MAMastercard Inc$2.6M2.5%-48%81.7
11META$METAMeta Platforms, Inc.$2.3M2.2%-21%80.9
12HLT$HLTHilton Worldwide Holdings Inc.$2.2M2.1%-39%73.1
13DY$DYDYCOM INDUSTRIES INC$2.2M2.1%NEW62.1
14LUMN$LUMNLumen Technologies, Inc.$2.1M2.0%+237%39.8
15HD$HDHOME DEPOT, INC.$2.1M2.0%-27%69.2
16SPOT$SPOTSpotify Technology S.A.$2.0M1.9%-24%
17LOW$LOWLOWES COMPANIES INC$1.5M1.5%NEW63.5
18DASH$DASHDoorDash, Inc.$1.4M1.4%-31%70.6
19ORCL$ORCLORACLE CORP$1.4M1.3%+0%67.2
20NOW$NOWServiceNow, Inc.$1.3M1.2%-13%76
21NCLH$NCLHNorwegian Cruise Line Holdings Ltd.$1.2M1.2%-13%
22MSTR$MSTRStrategy Inc$1.1M1.1%+0%25.4
23SHOPIFY CL A SUB VTG$1.0M1.0%NEW
24T$TAT&T INC.$927,6800.9%NEW71.9
25CORZ$CORZCore Scientific, Inc./tx$733,0400.7%NEW14
26ZS$ZSZscaler, Inc.$729,5080.7%+18%57.9
27SNOW$SNOWSnowflake Inc.$693,7720.7%NEW49.6
28HOOD$HOODRobinhood Markets, Inc.$519,7500.5%NEW75.8
29OPTU$OPTUOptimum Communications, Inc.$260,0000.3%+0%29.7

New Positions (8)

NFLX$NFLX NETFLIX INC$3.9M
DY$DY DYCOM INDUSTRIES INC$2.2M
LOW$LOW LOWES COMPANIES INC$1.5M
SHOPIFY CL A SUB VTG$1.0M
T$T AT&T INC.$927,680
CORZ$CORZ Core Scientific, Inc./tx$733,040
SNOW$SNOW Snowflake Inc.$693,772
HOOD$HOOD Robinhood Markets, Inc.$519,750

Exited Positions (9)

MSFT$MSFT MICROSOFT CORP
GWRE$GWRE Guidewire Software, Inc.
IBM$IBM INTERNATIONAL BUSINESS MACHINES CORP
CCO$CCO Clear Channel Outdoor Holdings, Inc.
NTNX$NTNX Nutanix, Inc.
DBRG$DBRG DigitalBridge Group, Inc.
NXST$NXST NEXSTAR MEDIA GROUP, INC.
COIN$COIN Coinbase Global, Inc.
NTNX$NTNX Nutanix, Inc.

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AI-Powered Hedge Fund Analysis: Sentinel Dome Partners, LLC

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