Sentinel Dome Partners, LLC reported 32 holdings worth US$137M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Sentinel Dome Partners, LLC reported 32 holdings worth US$137M as of Jun 30, 2026. Largest: Uniti Group Inc., Telephone And Data Systems, Inc. and Oracle Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 32
- Value as reported
- US$137M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Uniti Group Inc. | 1.4M | US$16.1M | 11.7% |
| Telephone And Data Systems, Inc. | 115K | US$4.26M | 3.1% |
| Oracle Corporation | 25,305 | US$3.72M | 2.7% |
| Blackstone Inc. | 27,600 | US$3.25M | 2.4% |
| Mastercard Incorporated | 6,300 | US$3.24M | 2.4% |
| Echostar Corporation | 31,500 | US$3.2M | 2.3% |
| Home Depot, Inc. (the) | 9,050 | US$3.19M | 2.3% |
| Hilton Worldwide Holdings Inc. | 9,550 | US$3.16M | 2.3% |
| Netflix, Inc. | 37,000 | US$2.64M | 1.9% |
| Lumen Technologies, Inc. | 333K | US$2.56M | 1.9% |
| Meta Platforms, Inc. | 3,900 | US$2.2M | 1.6% |
| Visa Inc. | 5,000 | US$1.72M | 1.3% |
| Snowflake Inc. | 6,600 | US$1.68M | 1.2% |
| Applied Digital Corporation | 39,500 | US$1.47M | 1.1% |
| Lowe's Companies, Inc. | 6,500 | US$1.43M | 1.0% |
| Core Scientific, Inc. | 42,000 | US$1.07M | 0.78% |
| Robinhood Markets, Inc. | 10,500 | US$1.05M | 0.77% |
| Strategy Inc | 10,826 | US$962K | 0.70% |
| Builders Firstsource, Inc. | 6,000 | US$537K | 0.39% |
| At&t Inc. | 0 | US$0 | 0.00% |
| Doordash, Inc. | 0 | US$0 | 0.00% |
| Dycom Industries, Inc. | 0 | US$0 | 0.00% |
| Norwegian Cruise Line Holdings Ltd. | 0 | US$0 | 0.00% |
| Optimum Communications, Inc. | 0 | US$0 | 0.00% |
| Servicenow, Inc. | 0 | US$0 | 0.00% |
| Zscaler Inc | 0 | US$0 | 0.00% |