Sentinel Dome Partners, LLC
Sector Allocation
- Communication Services39.0%$53.5M
- Other27.5%$37.6M
- Consumer Discretionary11.4%$15.6M
- Technology11.0%$15.1M
- Financials8.2%$11.3M
- Industrials2.9%$4.0M
AUM History
13fpro.ai/research/fund/sentinel-dome-partners-llc-2114194
Conviction and streaks
Diversifying · top 10 = 65.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
UNIT
$16.1M- DoorDash,$14.4M
LYV
$12.0M- $11.5M
- Cloudflare,$8.2M
AMZN
$7.8M- NCL$7.2M
RBRK
$4.6MTDS
$4.3M- Oracle$3.7M
RCL
$3.5MBX
$3.2MMA
$3.2MECHO
$3.2MHD
$3.2MGOOG
$3.2M- Alphabet$3.2M
HLT
$3.2MNFLX
$2.6MLUMN
$2.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/sentinel-dome-partners-llc-2114194
Sentinel Dome Partners, LLC 13F holdings — Q2 2026
$137.1M portfolio (+30.4% QoQ) · 32 holdings · Q2 2026 13F · top 10 are 65% of the stock portfolio
$16.1M
11.7% of stocks
+79%This quarter-51.5%Since filed3+ qtrsHeld- 2
DoorDash, Inc. - Convertible Bond
$14.4M
10.5% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— $12.0M
8.7% of stocks
+86%This quarter-8.4%Since filed3+ qtrsHeld$11.5M
8.4% of stocks
-67%This quarter-51.5%Since filed3+ qtrsHeld- 5
Cloudflare, Inc. - Convertible Bond
$8.2M
6.0% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— $7.8M
5.7% of stocks
+3%This quarter-5.2%Since filed3+ qtrsHeld- 7
NCL CORP LTD - Convertible Bond
$7.2M
5.2% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— $4.6M
3.4% of stocks
NewThis quarter+30.5%Since filedNew this quarterHeld$4.3M
3.1% of stocks
No changeThis quarter+1.3%Since filed3+ qtrsHeld- 10
Oracle Corp - Com
$3.7M
2.7% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $16.1M | 11.7% | +79% | -51.5% | 3+ qtrs | 68.1#327 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | DoorDash, Inc. - Convertible Bond | $14.4M | 10.5% | New | — | New this quarter | — | — | |
| 3 | $12.0M | 8.7% | +86% | -8.4% | 3+ qtrs | 52.6#1,458 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | $11.5M | 8.4% | -67% | -51.5% | 3+ qtrs | 68.1#327 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | Cloudflare, Inc. - Convertible Bond | $8.2M | 6.0% | New | — | New this quarter | — | — | |
| 6 | $7.8M | 5.7% | +3% | -5.2% | 3+ qtrsAdded 2 qtrs in a row | 67.5#361 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | NCL CORP LTD - Convertible Bond | $7.2M | 5.2% | New | — | New this quarter | — | — | |
| 8 | $4.6M | 3.4% | New | +30.5% | New this quarter | 56.5#1,146 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $4.3M | 3.1% | No change | +1.3% | 3+ qtrs | 41.8#2,032 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | Oracle Corp - Com | $3.7M | 2.7% | New | — | New this quarter | — | — |
All holdings — Sentinel Dome Partners, LLC (Q2 2026)
32 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | ROYAL CARIBBEAN CRUISES LTD | Industrials | $3.5M | 2.5% | 11K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Blackstone Inc. | Financials | $3.2M | 2.4% | 28K | -10% | 3+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Mastercard Inc | Financials | $3.2M | 2.4% | 6,300 | +19% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | EchoStar CORP | Communication Services | $3.2M | 2.3% | 32K | -36% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | HOME DEPOT, INC. | Consumer Discretionary | $3.2M | 2.3% | 9,050 | +43% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Alphabet Inc. | Technology | $3.2M | 2.3% | 63K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | Alphabet Inc. - COM | — | $3.2M | 2.3% | 63K | New | — | — | 13F |
| 18 | Hilton Worldwide Holdings Inc. | Consumer Discretionary | $3.2M | 2.3% | 9,550 | +32% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | NETFLIX INC | Communication Services | $2.6M | 1.9% | 37K | -9% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Lumen Technologies, Inc. | Communication Services | $2.6M | 1.9% | 333K | +10% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Meta Platforms, Inc. | Technology | $2.2M | 1.6% | 3,900 | -5% | 3+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Guidewire Software, Inc.note | Technology | $1.9M | 1.4% | 2.00M | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | VISA INC. | Financials | $1.7M | 1.3% | 5,000 | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Snowflake Inc. | Technology | $1.7M | 1.2% | 6,600 | +43% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Applied Digital Corp. | Technology | $1.5M | 1.1% | 40K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $1.4M | 1.1% | 6,500 | — | |||
| 27 | $SPOT | Spotify Technology S.A. | Communication Services | $1.4M | 1.0% | 3,000 | -27% | |||
| 28 | $CORZ | Core Scientific, Inc./tx | Financials | $1.1M | 0.8% | 42K | -14% | |||
| 29 | $HOOD | Robinhood Markets, Inc. | Financials | $1.1M | 0.8% | 11K | +40% | |||
| 30 | — | SHOPIFY CL A SUB VTG - COM | — | $971K | 0.7% | 8,500 | — | |||
| 31 | $MSTR | Strategy Inc | Financials | $962K | 0.7% | 16K | — | |||
| 32 | $BLDR | Builders FirstSource, Inc. | Industrials | $537K | 0.4% | 6,000 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 12 new, 9 added to, 7 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.
New positions (12)
- DoorDash, Inc. - Convertible Bond$14.4M
first bought this quarter
- Cloudflare, Inc. - Convertible Bond$8.2M
first bought this quarter
- NCL CORP LTD - Convertible Bond$7.2M
first bought this quarter
first bought this quarter
- Oracle Corp - Com$3.7M
first bought this quarter
first bought this quarter
+6 more in the Excel export
Added to (9)
now $16.1M · held 3+ qtrs
now $12.0M · held 3+ qtrs
now $3.2M · held 3+ qtrs
now $3.2M · held 3+ qtrs
now $3.2M · held 3+ qtrs
$SNOWSnowflake Inc.+43%
now $1.7M · held 2 qtrs, 2 adds in a row
+3 more in the Excel export
Trimmed (7)
now $3.2M · held 3+ qtrs
$SPOTSpotify Technology S.A.-27%
now $1.4M · held 3+ qtrs, 2 trims in a row
now $3.2M · held 3+ qtrs, 2 trims in a row
now $2.6M · held 2 qtrs
$CORZCore Scientific, Inc./tx-14%
now $1.1M · held 2 qtrs
$METAMeta Platforms, Inc.-5%
now $2.2M · held 3+ qtrs, 2 trims in a row
+1 more in the Excel export
Holdings by quarter
Every 13F Sentinel Dome Partners, LLC has filed, 2 earlier quarters. Pick one to see what it held then.
Is it too late to follow Sentinel Dome Partners?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Sentinel Dome Partners's top 20 holdings: 63/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-20.7%
Value-weighted move of the 10 largest stock positions
Turnover
52%
Last quarter
Top 10 weight
65%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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.
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AI-Powered Hedge Fund Analysis: Sentinel Dome Partners, LLC
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Every holding in Sentinel Dome Partners, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (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.