Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sentinel Dome Partners, LLC (CIK 2114194) reported $137.1M across 28 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: UNIT ($16.1M, 11.73%), DASH ($14.4M, 10.47%), LYV ($12.0M, 8.72%), UNIT ($11.5M, 8.36%), NET ($8.2M, 6.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | UNIT | Uniti Group Inc | $16.1M | 11.73% | 1.4M | Added |
| 2 | DASH | DoorDash, Inc. | $14.4M | 10.47% | 0 | New |
| 3 | LYV | Live Nation Entertainment Inc | $12.0M | 8.72% | 0 | Added |
| 4 | UNIT | Uniti Group Inc | $11.5M | 8.36% | 0 | Trimmed |
| 5 | NET | Cloudflare, Inc. | $8.2M | 6.01% | 0 | New |
| 6 | AMZN | Amazon.com Inc | $7.8M | 5.69% | 32,700 | Added |
| 7 | NCL CORP LTD | $7.2M | 5.23% | 0 | New | |
| 8 | RBRK | Rubrik, Inc. | $4.6M | 3.36% | 0 | New |
| 9 | TDS | Telephone and Data Systems Inc | $4.3M | 3.10% | 115,000 | Hold |
| 10 | ORCLPRD | Oracle Corp | $3.7M | 2.72% | 82,500 | New |
| 11 | Royal Caribbean Cruises Ltd. | $3.5M | 2.52% | 10,900 | New | |
| 12 | BX | Blackstone Inc | $3.2M | 2.37% | 27,600 | Trimmed |
| 13 | MA | Mastercard Inc | $3.2M | 2.36% | 6,300 | Added |
| 14 | SATS | EchoStar Corp | $3.2M | 2.33% | 31,500 | Trimmed |
| 15 | HD | Home Depot Inc | $3.2M | 2.33% | 9,050 | Added |
| 16 | GOOGM | Alphabet Inc. | $3.2M | 2.33% | 63,000 | New |
| 17 | GOOGN | Alphabet Inc. | $3.2M | 2.31% | 63,000 | New |
| 18 | HLT | Hilton Worldwide Holdings Inc | $3.2M | 2.30% | 9,550 | Added |
| 19 | NFLX | NETFLIX | $2.6M | 1.93% | 37,000 | Trimmed |
| 20 | LUMN | Lumen Technologies Inc | $2.6M | 1.86% | 332,816 | Added |
| 21 | META | Meta Platforms Inc | $2.2M | 1.60% | 3,900 | Trimmed |
| 22 | GWRE | Guidewire Software Inc | $1.9M | 1.40% | 0 | New |
| 23 | V | Visa Inc. | $1.7M | 1.25% | 5,000 | New |
| 24 | SNOW | SNOWFLAKE | $1.7M | 1.23% | 6,600 | Added |
| 25 | APLD | Applied Digital Corp | $1.5M | 1.07% | 39,500 | New |
Source: SEC Form 13F filings · as of 2026-06-30