Sentinel Dome Partners, LLC reported 20 positions worth $62.86M for the quarter ended Jun 30, 2026, up 6.2% on the prior quarter. It opened 3 new positions, added to 8, trimmed 6 and exited 7. Its largest holding is Uniti Group Inc. at 25.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| UNIT Uniti Group Inc. | +620.0K | +79.3% | $7.11M | 25.58% |
| V Visa Inc. | +5,000 | – | $1.72M | 2.73% |
| APLD Applied Digital Corp. | +39.5K | – | $1.47M | 2.34% |
| HD Home Depot, Inc. | +2,700 | +42.5% | $952.24K | 5.08% |
| HLT Hilton Worldwide Holdings Inc. | +2,300 | +31.7% | $760.06K | 5.02% |
| BLDR Builders FirstSource, Inc. | +6,000 | – | $536.88K | 0.854% |
| MA Mastercard Inc | +1,000 | +18.9% | $513.60K | 5.15% |
| SNOW Snowflake Inc. | +2,000 | +43.5% | $509.00K | 2.67% |
| HOOD Robinhood Markets, Inc. | +3,000 | +40.0% | $300.84K | 1.68% |
| AMZN Amazon Com Inc | +1,000 | +3.2% | $238.34K | 12.4% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| DY Dycom Industries Inc | -6,500 | -100.0% | $2.20M | Exited |
| ECHO EchoStar CORP | -18.0K | -36.4% | $1.83M | 5.09% |
| DASH DoorDash, Inc. | -9,500 | -100.0% | $1.43M | Exited |
| ORCL Oracle Corp | -9,500 | -100.0% | $1.40M | Exited |
| NOW ServiceNow, Inc. | -12.5K | -100.0% | $1.30M | Exited |
| NCLH Norwegian Cruise Line Holdings Ltd. | -65.6K | -100.0% | $1.23M | Exited |
| T At&T Inc. | -32.0K | -100.0% | $927.68K | Exited |
| ZS Zscaler, Inc. | -5,200 | -100.0% | $729.51K | Exited |
| SPOT Spotify Technology S.A. | -1,100 | -26.8% | $505.04K | 2.19% |
| BX Blackstone Inc. | -3,000 | -9.8% | $353.01K | 5.17% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| DY Dycom Industries Inc | -6,500 | $2.20M | 3.72% |
| DASH DoorDash, Inc. | -9,500 | $1.43M | 2.41% |
| ORCL Oracle Corp | -9,500 | $1.40M | 2.36% |
| NOW ServiceNow, Inc. | -12.5K | $1.30M | 2.2% |
| NCLH Norwegian Cruise Line Holdings Ltd. | -65.6K | $1.23M | 2.07% |
| T At&T Inc. | -32.0K | $927.68K | 1.57% |
| ZS Zscaler, Inc. | -5,200 | $729.51K | 1.23% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | UNIT Uniti Group Inc. | Communication Services | 1.40M | $16.08M | 25.58% | +620.0K | +79.3% | Added | 0.55% |
| 2 | AMZN Amazon Com Inc | Consumer Discretionary | 32.7K | $7.79M | 12.4% | +1,000 | +3.2% | Added | 0% |
| 3 | TDS Telephone & Data Systems Inc | Communication Services | 115.0K | $4.26M | 6.77% | 0 | 0.0% | Unchanged | 0.1% |
| 4 | BX Blackstone Inc. | Financial Services | 27.6K | $3.25M | 5.17% | -3,000 | -9.8% | Reduced | 0% |
| 5 | MA Mastercard Inc | Financial Services | 6,300 | $3.24M | 5.15% | +1,000 | +18.9% | Added | 0% |
| 6 | ECHO EchoStar CORP | Communication Services | 31.5K | $3.20M | 5.09% | -18.0K | -36.4% | Reduced | 0.01% |
| 7 | HD Home Depot, Inc. | Consumer Discretionary | 9,050 | $3.19M | 5.08% | +2,700 | +42.5% | Added | 0% |
| 8 | HLT Hilton Worldwide Holdings Inc. | Consumer Discretionary | 9,550 | $3.16M | 5.02% | +2,300 | +31.7% | Added | 0% |
| 9 | NFLX Netflix Inc | Technology | 37.0K | $2.64M | 4.2% | -3,500 | -8.6% | Reduced | 0% |
| 10 | LUMN Lumen Technologies, Inc. | Communication Services | 332.8K | $2.56M | 4.07% | +30.0K | +9.9% | Added | 0.03% |
| 11 | META Meta Platforms, Inc. | Technology | 3,900 | $2.20M | 3.49% | -200 | -4.9% | Reduced | 0% |
| 12 | V Visa Inc. | Financial Services | 5,000 | $1.72M | 2.73% | +5,000 | – | New | 0% |
| 13 | SNOW Snowflake Inc. | Technology | 6,600 | $1.68M | 2.67% | +2,000 | +43.5% | Added | 0% |
| 14 | APLD Applied Digital Corp. | Technology | 39.5K | $1.47M | 2.34% | +39.5K | – | New | 0.01% |
| 15 | LOW Lowes Companies Inc | Consumer Discretionary | 6,500 | $1.43M | 2.28% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Sentinel Dome Partners.
As of its Q2 2026 13F filing, Sentinel Dome Partners, LLC’s five largest positions were Uniti Group Inc. (UNIT) at 25.6%, Amazon Com Inc (AMZN) at 12.4%, Telephone & Data Systems Inc (TDS) at 6.8%, Blackstone Inc. (BX) at 5.2%, Mastercard Inc (MA) at 5.1% of the reported portfolio.
Sentinel Dome Partners, LLC reported a 13F portfolio worth $62.86M across 20 positions for Q2 2026. That is up 6.2% from the previous quarter.
Its largest purchases by value were Uniti Group Inc. ($7.11M), Visa Inc. ($1.72M), Applied Digital Corp. ($1.47M). It opened 3 new positions.
Its largest sales by value were Dycom Industries Inc ($2.20M), EchoStar CORP ($1.83M), DoorDash, Inc. ($1.43M). It exited 7 positions entirely.
From the Form 13F-HR reports Sentinel Dome Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.