Sentinel Dome Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Sentinel Dome Partners, Llc disclosed 18 stock positions valued at approximately $137.09M as of quarter-end June 30, 2026. The largest holdings include Uniti Group Inc, Telephone and Data Systems Inc, and Blackstone Inc.
- Report Period
- June 30, 2026
- No. of Stocks
- 18
- Portfolio Value
- $137.09M
Holdings by Sector
Sentinel Dome Partners, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Uniti Group Inc | UNIT | Other | 11.73% | 1,401,907 | +620,000 | +79.29% | $16,079,873 |
| Telephone and Data Systems Inc | TDS | Communication Services | 3.10% | 115,000 | - | - | $4,256,150 |
| Blackstone Inc | BX | Financial Services | 2.37% | 27,600 | -3,000 | -9.80% | $3,247,692 |
| Mastercard Inc | MA | Financial Services | 2.36% | 6,300 | +1,000 | +18.87% | $3,235,680 |
| EchoStar Corp | SATS | Technology | 2.33% | 31,500 | -18,000 | -36.36% | $3,197,250 |
| Home Depot Inc | HD | Consumer Cyclical | 2.33% | 9,050 | +2,700 | +42.52% | $3,191,754 |
| Hilton Worldwide Holdings Inc | HLT | Consumer Cyclical | 2.30% | 9,550 | +2,300 | +31.72% | $3,155,893 |
| NETFLIX | NFLX | Communication Services | 1.93% | 37,000 | -3,500 | -8.64% | $2,641,800 |
| Lumen Technologies Inc | LUMN | Communication Services | 1.86% | 332,816 | +30,000 | +9.91% | $2,556,027 |
| Meta Platforms Inc | META | Communication Services | 1.60% | 3,900 | -200 | -4.88% | $2,196,831 |
| Visa Inc. | V | Financial Services | 1.25% | 5,000 | +5,000 | +100.00% | $1,715,450 |
| SNOWFLAKE | SNOW | Technology | 1.23% | 6,600 | +2,000 | +43.48% | $1,679,700 |
| Applied Digital Corp | APLD | Technology | 1.07% | 39,500 | +39,500 | +100.00% | $1,473,350 |
| LOWE'S COMPANIES | LOW | Consumer Cyclical | 1.05% | 6,500 | - | - | $1,433,185 |
| Spotify Technology SA | SPOT | Other | 1.00% | 3,000 | -1,100 | -26.83% | $1,377,390 |
| CORE SCIENTIFIC | CORZ | Technology | 0.78% | 42,000 | -7,000 | -14.29% | $1,074,780 |
| ROBINHOOD MARKETS CL A | HOOD | Financial Services | 0.77% | 10,500 | +3,000 | +40.00% | $1,052,940 |
| Builders FirstSource Inc | BLDR | Industrials | 0.39% | 6,000 | +6,000 | +100.00% | $536,880 |
Showing 18 of 18 holdings in the latest reporting period.