Sentinel Dome Partners, LLC
13F Reported Value
ⓘ$137.1M
Holdings
32
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Sentinel Dome Partners, LLC disclosed 32 positions worth $137.1M in its Form 13F-HR for Q2 2026, led by $UNIT (Uniti Group Inc.) at 11.7% of the equity portfolio. During the quarter the fund opened 12 new positions and exited 9 and a full exit from $DDOG. The portfolio is most concentrated in Communication Services (39.0% of disclosed assets). All figures are sourced directly from Sentinel Dome Partners, LLC’s Form 13F-HR filing with the SEC under CIK 2114194.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 71.7#175
Quality
$16.1M1,401,907 sh DoorDash, Inc. - Convertible Bond
—Quality
$14.4M14,500,000 sh- 52.9#1,418
Quality
$12.0M9,975,000 sh - 71.7
Quality
$11.5M9,253,000 sh Cloudflare, Inc. - Convertible Bond
—Quality
$8.2M6,500,000 sh- 68.7
Quality
$7.8M32,700 sh NCL CORP LTD - Convertible Bond
—Quality
$7.2M6,375,000 sh- 56.6
Quality
$4.6M4,500,000 sh - 42.3
Quality
$4.3M115,000 sh Oracle Corp - Com
—Quality
$3.7M82,500 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Uniti Group Inc.$UNIT | 71.7#175 | $16.1M | 1,401,907 |
| DoorDash, Inc. - Convertible Bond | — | $14.4M | 14,500,000 |
 Live Nation Entertainment, Inc.$LYV | 52.9#1,418 | $12.0M | 9,975,000 |
| Uniti Group Inc.$UNIT | 71.7 | $11.5M | 9,253,000 |
| Cloudflare, Inc. - Convertible Bond | — | $8.2M | 6,500,000 |
 AMAZON COM INC$AMZN | 68.7 | $7.8M | 32,700 |
| NCL CORP LTD - Convertible Bond | — | $7.2M | 6,375,000 |
 Rubrik, Inc.$RBRK | 56.6 | $4.6M | 4,500,000 |
 TELEPHONE & DATA SYSTEMS INC /DE/$TDS | 42.3 | $4.3M | 115,000 |
| Oracle Corp - Com | — | $3.7M | 82,500 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Sentinel Dome Partners, LLC's 32 positions.
Showing top 10 of 32 holdings.
Sector Allocation
Communication Services
$53.5M
Other
$37.6M
Consumer Discretionary
$16.1M
Technology
$15.1M
Financials
$11.3M
Industrials
$3.5M
Full Holdings — Sentinel Dome Partners, LLC (Q2 2026)
All 32 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 | $UNIT | Uniti Group Inc. | $16.1M | 11.7% | +79% | 71.7 |
| 2 | — | DoorDash, Inc. - Convertible Bond | $14.4M | 10.5% | NEW | — |
| 3 | $LYV | Live Nation Entertainment, Inc. | $12.0M | 8.7% | +86% | 52.9 |
| 4 | $UNIT | Uniti Group Inc. | $11.5M | 8.4% | -67% | 71.7 |
| 5 | — | Cloudflare, Inc. - Convertible Bond | $8.2M | 6.0% | NEW | — |
| 6 | $AMZN | AMAZON COM INC | $7.8M | 5.7% | +3% | 68.7 |
| 7 | — | NCL CORP LTD - Convertible Bond | $7.2M | 5.2% | NEW | — |
| 8 | $RBRK | Rubrik, Inc. | $4.6M | 3.4% | NEW | 56.6 |
| 9 | $TDS | TELEPHONE & DATA SYSTEMS INC /DE/ | $4.3M | 3.1% | +0% | 42.3 |
| 10 | — | Oracle Corp - Com | $3.7M | 2.7% | NEW | — |
| 11 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $3.5M | 2.5% | NEW | — |
| 12 |  $BX | Blackstone Inc. | $3.2M | 2.4% | -10% | 74.4 |
| 13 |  $MA | Mastercard Inc | $3.2M | 2.4% | +19% | 85.1 |
| 14 |  $ECHO | EchoStar CORP | $3.2M | 2.3% | -36% | 32.8 |
| 15 |  $HD | HOME DEPOT, INC. | $3.2M | 2.3% | +43% | 60.3 |
| 16 |  $GOOG | Alphabet Inc. | $3.2M | 2.3% | NEW | 78.2 |
| 17 | — | Alphabet Inc. - COM | $3.2M | 2.3% | NEW | — |
| 18 |  $HLT | Hilton Worldwide Holdings Inc. | $3.2M | 2.3% | +32% | 63.3 |
| 19 |  $NFLX | NETFLIX INC | $2.6M | 1.9% | -9% | 78.8 |
| 20 |  $LUMN | Lumen Technologies, Inc. | $2.6M | 1.9% | +10% | 47 |
| 21 |  $META | Meta Platforms, Inc. | $2.2M | 1.6% | -5% | 79.6 |
| 22 |  $GWRE | Guidewire Software, Inc. | $1.9M | 1.4% | NEW | 68.9 |
| 23 |  $V | VISA INC. | $1.7M | 1.3% | NEW | 82.9 |
| 24 |  $SNOW | Snowflake Inc. | $1.7M | 1.2% | +43% | 54.9 |
| 25 |  $APLD | Applied Digital Corp. | $1.5M | 1.1% | NEW | 35.8 |
| 26 |  $LOW | LOWES COMPANIES INC | $1.4M | 1.1% | +0% | 60.8 |
| 27 |  $SPOT | Spotify Technology S.A. | $1.4M | 1.0% | -27% | — |
| 28 |  $CORZ | Core Scientific, Inc./tx | $1.1M | 0.8% | -14% | 14.1 |
| 29 |  $HOOD | Robinhood Markets, Inc. | $1.1M | 0.8% | +40% | 82.1 |
| 30 | — | SHOPIFY CL A SUB VTG - COM | $970,530 | 0.7% | +0% | — |
| 31 |  $MSTR | Strategy Inc | $961,544 | 0.7% | +0% | 17.9 |
| 32 |  $BLDR | Builders FirstSource, Inc. | $536,880 | 0.4% | NEW | 45.9 |
New Positions (12)
$RBRK Rubrik, Inc.$4.6M$RCL ROYAL CARIBBEAN CRUISES LTD$3.5M$GOOG Alphabet Inc.$3.2M$GWRE Guidewire Software, Inc.$1.9M$V VISA INC.$1.7M$APLD Applied Digital Corp.$1.5M$BLDR Builders FirstSource, Inc.$536,880
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Sentinel Dome Partners, LLC including:
Track Sentinel Dome Partners, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Sentinel Dome Partners, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: Sentinel Dome Partners, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Sentinel Dome Partners, LLC (SEC CIK: 2114194), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Sentinel Dome Partners, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.