Back to Sentinel Dome Partners, LLC
Q2 2026 13F filing
Updated 29 days ago32 disclosed positions worth $137.1M
Portfolio value
$137.1M
Total holdings
32
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-14
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | U UNIT Uniti Group Inc | $16.1M | 1.40M | 11.73% | — |
| 2 | D DASH DoorDash, Inc. | $14.4M | 14.50M | 10.47% | — |
| 3 | ? N/A Live Nation Entertainment Inc | $12M | 9.97M | 8.72% | — |
| 4 | U UNIT Uniti Group Inc | $11.5M | 9.25M | 8.36% | — |
| 5 | N NET Cloudflare, Inc. | $8.2M | 6.50M | 6.01% | — |
| 6 | ? N/A Amazon.com Inc | $7.8M | 32.7K | 5.69% | — |
| 7 | N NCLH NCL CORP LTD | $7.2M | 6.38M | 5.23% | — |
| 8 | R RBRK Rubrik, Inc. | $4.6M | 4.50M | 3.36% | — |
| 9 | T TDS-PV Telephone and Data Systems Inc | $4.3M | 115.0K | 3.10% | — |
| 10 | O ORCL-PD Oracle Corp | $3.7M | 82.5K | 2.72% | — |
| 11 | R RCL Royal Caribbean Cruises Ltd. | $3.5M | 10.9K | 2.52% | — |
| 12 | B BX Blackstone Inc | $3.2M | 27.6K | 2.37% | — |
| 13 | M MA Mastercard Inc | $3.2M | 6.3K | 2.36% | — |
| 14 | E ECHO EchoStar Corp | $3.2M | 31.5K | 2.33% | — |
| 15 | H HD Home Depot Inc | $3.2M | 9.1K | 2.33% | — |
| 16 | G GOOGN Alphabet Inc. | $3.2M | 63.0K | 2.33% | — |
| 17 | G GOOGN Alphabet Inc. | $3.2M | 63.0K | 2.31% | — |
| 18 | H HLT Hilton Worldwide Holdings Inc | $3.2M | 9.6K | 2.30% | — |
| 19 | N NFLX NETFLIX | $2.6M | 37.0K | 1.93% | — |
| 20 | L LUMN Lumen Technologies Inc | $2.6M | 332.8K | 1.86% | — |
| 21 | M META Meta Platforms Inc | $2.2M | 3.9K | 1.60% | — |
| 22 | G GWRE Guidewire Software Inc | $1.9M | 2.00M | 1.40% | — |
| 23 | V V Visa Inc. | $1.7M | 5.0K | 1.25% | — |
| 24 | S SNOW SNOWFLAKE | $1.7M | 6.6K | 1.23% | — |
| 25 | A APLD Applied Digital Corp | $1.5M | 39.5K | 1.07% | — |
| 26 | L LOW LOWE'S COMPANIES | $1.4M | 6.5K | 1.05% | — |
| 27 | S SPOT Spotify Technology SA | $1.4M | 3.0K | 1.00% | — |
| 28 | C CORZR CORE SCIENTIFIC | $1.1M | 42.0K | 0.78% | — |
| 29 | H HOOD ROBINHOOD MARKETS CL A | $1.1M | 10.5K | 0.77% | — |
| 30 | ? N/A SHOPIFY CL A SUB VTG | $971K | 8.5K | 0.71% | — |
| 31 | S STRD Strategy Inc | $962K | 16.0K | 0.70% | — |
| 32 | B BLDR Builders FirstSource Inc | $537K | 6.0K | 0.39% | — |