Investor
Sentinel Dome Partners, LLC
CIK 0002114194 · filed 2026-05-15 · SEC filing
13F book
$105.1M
Positions
29
8 new · 9 sold
Largest name
31.8%
Uniti Group Inc. · UNIT
Est. mark
−$1.04M
Price effect on 21 names still held. Flow −$40.9M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Uniti Group Inc. | UNIT | 28.3M | $33.4M | 31.8% | $2.1M | Held |
| Uniti Group Inc. | UNIT | 781.9K | $7.33M | 7.0% | $1.85M | Held |
| Amazon Com Inc | AMZN | 31.7K | $6.6M | 6.3% | −$527.7K | Added$1.2M |
| Live Nation Entertainment In | — | 5.38M | $5.81M | 5.5% | $122.3K | Cut−$14.7M |
| Echostar Corp | ECHO | 49.5K | $5.79M | 5.5% | $401.8K | Added$577.4K |
| Datadog, Inc. | DDOG | 5.63M | $5.45M | 5.2% | −$146.6K | Added$823.1K |
| Telephone & Data Sys Inc | — | 115K | $4.84M | 4.6% | $126.5K | Cut−$78.5K |
| Netflix Inc | NFLX | 40.5K | $3.89M | 3.7% | — | New |
| Blackstone Inc. | BX | 30.6K | $3.52M | 3.3% | −$1.2M | Cut−$2.43M |
| Mastercard Inc | MA | 5.3K | $2.65M | 2.5% | −$377.5K | Cut−$3.15M |
| Meta Platforms, Inc. | META | 4.1K | $2.35M | 2.2% | −$360.6K | Cut−$1.09M |
| Hilton Worldwide Hldgs Inc | — | 7.25K | $2.2M | 2.1% | $122K | Cut−$1.2M |
| Dycom Inds Inc | — | 6.5K | $2.2M | 2.1% | — | New |
| Lumen Technologies, Inc. | LUMN | 302.8K | $2.1M | 2.0% | −$73.6K | Added$1.41M |
| Home Depot, Inc. | HD | 6.35K | $2.09M | 2.0% | −$96.6K | Cut−$922.4K |
| Spotify Technology S.A. | SPOT | 4.1K | $1.99M | 1.9% | −$392.8K | Cut−$1.15M |
| Lowes Cos Inc | — | 6.5K | $1.54M | 1.5% | — | New |
| DoorDash, Inc. | DASH | 9.5K | $1.43M | 1.4% | −$725.1K | Cut−$1.68M |
| Oracle Corp | — | 9.5K | $1.4M | 1.3% | −$454.1K | Held |
| ServiceNow, Inc. | NOW | 12.4K | $1.3M | 1.2% | −$605.6K | Cut−$881.3K |
| Norwegian Cruise Line Hldg L | — | 65.6K | $1.23M | 1.2% | −$237.5K | Cut−$460.7K |
| Strategy Inc | — | 16K | $1.13M | 1.1% | −$129K | Held |
| Shopify Cl A Sub Vtg | — | 8.5K | $1.01M | 1.0% | — | New |
| At&T Inc | — | 32K | $927.7K | 0.9% | — | New |
| Core Scientific Inc New | — | 49K | $733K | 0.7% | — | New |
| Zscaler, Inc. | ZS | 5.2K | $729.5K | 0.7% | −$372.4K | Added−$260.1K |
| Snowflake Inc. | SNOW | 4.6K | $693.8K | 0.7% | — | New |
| Robinhood Mkts Inc | — | 7.5K | $519.8K | 0.5% | — | New |
| Optimum Communications, Inc. | OPTU | 200K | $260K | 0.2% | −$70K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.