Holders — by stockHoldings — by fund
Sentinel Dome Partners, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002114194
$137.1M
disclosed book value
32
positions
11.7%
largest position share
Positions, as of 2026-06-30
top 32 of 32 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | UNITUniti Group Inc | 1.4M | $16.1M | 11.7% |
| 2 | DASH 0 05/15/30DoorDash, Inc. | 14.5M | $14.4M | 10.5% |
| 3 | LYV 2.875 01/15/30Live Nation Entertainment Inc | 10.0M | $12.0M | 8.7% |
| 4 | UNIT 7.5 12/01/27Uniti Group Inc | 9.3M | $11.5M | 8.4% |
| 5 | NET 0 06/15/30Cloudflare, Inc. | 6.5M | $8.2M | 6% |
| 6 | Amazon.com Inc | 32,700 | $7.8M | 5.7% |
| 7 | NCLH 0.875 04/15/30NCL CORP LTD | 6.4M | $7.2M | 5.2% |
| 8 | RBRK 0 06/15/30Rubrik, Inc. | 4.5M | $4.6M | 3.4% |
| 9 | TDSTelephone and Data Systems Inc | 115,000 | $4.3M | 3.1% |
| 10 | ORCL 6.5 01/15/29 DOracle Corp | 82,500 | $3.7M | 2.7% |
| 11 | Royal Caribbean Cruises Ltd. | 10,900 | $3.5M | 2.5% |
| 12 | BXBlackstone Inc | 27,600 | $3.2M | 2.4% |
| 13 | MAMastercard Inc | 6,300 | $3.2M | 2.4% |
| 14 | ECHOEchoStar Corp | 31,500 | $3.2M | 2.3% |
| 15 | HDHome Depot Inc | 9,050 | $3.2M | 2.3% |
| 16 | GOOGL 6.25 05/15/29 AAlphabet Inc. | 63,000 | $3.2M | 2.3% |
| 17 | GOOGL 6.25 05/15/29 BAlphabet Inc. | 63,000 | $3.2M | 2.3% |
| 18 | HLTHilton Worldwide Holdings Inc | 9,550 | $3.2M | 2.3% |
| 19 | NFLXNETFLIX | 37,000 | $2.6M | 1.9% |
| 20 | LUMNLumen Technologies Inc | 332,816 | $2.6M | 1.9% |
| 21 | METAMeta Platforms Inc | 3,900 | $2.2M | 1.6% |
| 22 | GWRE 1.25 11/01/29Guidewire Software Inc | 2.0M | $1.9M | 1.4% |
| 23 | VVisa Inc. | 5,000 | $1.7M | 1.3% |
| 24 | SNOWSNOWFLAKE | 6,600 | $1.7M | 1.2% |
| 25 | APLDApplied Digital Corp | 39,500 | $1.5M | 1.1% |
| 26 | LOWLOWE'S COMPANIES | 6,500 | $1.4M | 1% |
| 27 | SPOTSpotify Technology SA | 3,000 | $1.4M | 1% |
| 28 | CORZCORE SCIENTIFIC | 42,000 | $1.1M | 0.8% |
| 29 | HOODROBINHOOD MARKETS CL A | 10,500 | $1.1M | 0.8% |
| 30 | SHOPIFY CL A SUB VTG | 8,500 | $970,530 | 0.7% |
| 31 | MSTR 8 PERPStrategy Inc | 16,000 | $961,544 | 0.7% |
| 32 | BLDRBuilders FirstSource Inc | 6,000 | $536,880 | 0.4% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.