Sentinel Dome Partners, LLC
Net buyer this quarter
$137M
21
+$6.51M
33.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 UNIT | $16.1M | 11.73% | 0.60% | +79.3% | Q4 2025 |
 TDS | $4.26M | 3.10% | 0.10% | Not reported | Q4 2025 |
 BX | $3.25M | 2.37% | 0.00% | -9.8% | Q4 2025 |
 MA | $3.24M | 2.36% | 0.00% | +18.9% | Q4 2025 |
 ECHO | $3.2M | 2.33% | 0.07% | -36.4% | Q4 2025 |
 HD | $3.19M | 2.33% | 0.00% | +42.5% | Q4 2025 |
 GOOGM | $3.19M | 2.33% | Not reported | New | Q2 2026 |
| GOOGN | $3.17M | 2.31% | Not reported | New | Q2 2026 |
 HLT | $3.16M | 2.30% | 0.00% | +31.7% | Q4 2025 |
 NFLX | $2.64M | 1.93% | 0.00% | -8.6% | Q1 2026 |
 LUMN | $2.56M | 1.86% | 0.03% | +9.9% | Q4 2025 |
 META | $2.2M | 1.60% | Not reported | -4.9% | Q4 2025 |
 V | $1.72M | 1.25% | 0.00% | New | Q2 2026 |
 SNOW | $1.68M | 1.23% | 0.00% | +43.5% | Q1 2026 |
 APLD | $1.47M | 1.07% | 0.01% | New | Q2 2026 |
 LOW | $1.43M | 1.05% | 0.00% | Not reported | Q1 2026 |
 SPOT | $1.38M | 1.00% | 0.00% | -26.8% | Q4 2025 |
 CORZ | $1.07M | 0.78% | 0.01% | -14.3% | Q1 2026 |
 HOOD | $1.05M | 0.77% | 0.00% | +40.0% | Q1 2026 |
 STRK | $962K | 0.70% | Not reported | Not reported | Q4 2025 |
 BLDR | $537K | 0.39% | 0.01% | New | Q2 2026 |
| Q1 2026 | |||||
| UNIT | $7.33M | 6.98% | 0.33% | Not reported | Q4 2025 |
| ECHO | $5.79M | 5.51% | 0.10% | +3.1% | Q4 2025 |
| TDS | $4.84M | 4.61% | 0.10% | -4.2% | Q4 2025 |
| NFLX | $3.89M | 3.71% | 0.00% | New | Q1 2026 |
| BX | $3.52M | 3.35% | 0.00% | -20.7% | Q4 2025 |
| MA | $2.65M | 2.52% | 0.00% | -47.8% | Q4 2025 |
| META | $2.35M | 2.23% | Not reported | -21.2% | Q4 2025 |
| HLT | $2.2M | 2.10% | 0.00% | -38.8% | Q4 2025 |
 DY | $2.2M | 2.10% | 0.02% | New | Q1 2026 |
| LUMN | $2.1M | 2.00% | 0.03% | +237.2% | Q4 2025 |
| HD | $2.09M | 1.99% | 0.00% | -27.4% | Q4 2025 |
| SPOT | $1.99M | 1.89% | 0.00% | -24.1% | Q4 2025 |
| LOW | $1.54M | 1.46% | 0.00% | New | Q1 2026 |
 DASH | $1.43M | 1.36% | Not reported | -30.7% | Q4 2025 |
 ORCL | $1.4M | 1.33% | 0.00% | Not reported | Q4 2025 |
 NOW | $1.3M | 1.24% | 0.00% | -12.6% | Q4 2025 |
 NCLH | $1.23M | 1.17% | 0.01% | -13.2% | Q4 2025 |
| STRK | $1.13M | 1.08% | Not reported | Not reported | Q4 2025 |
 T | $928K | 0.88% | 0.00% | New | Q1 2026 |
| CORZ | $733K | 0.70% | 0.02% | New | Q1 2026 |
 ZS | $730K | 0.69% | 0.00% | +18.2% | Q4 2025 |
| SNOW | $694K | 0.66% | 0.00% | New | Q1 2026 |
| HOOD | $520K | 0.49% | 0.00% | New | Q1 2026 |
 OPTU | $260K | 0.25% | 0.07% | Not reported | Q4 2025 |
| Q4 2025 | |||||
 MSFT | $7.21M | 4.90% | 0.00% | New | Q4 2025 |
| BX | $5.95M | 4.05% | 0.01% | New | Q4 2025 |
| MA | $5.79M | 3.94% | 0.00% | New | Q4 2025 |
| UNIT | $5.48M | 3.73% | 0.33% | New | Q4 2025 |
| ECHO | $5.22M | 3.55% | 0.10% | New | Q4 2025 |
| TDS | $4.92M | 3.35% | 0.11% | New | Q4 2025 |
 IBM | $3.94M | 2.68% | 0.00% | New | Q4 2025 |
 CCO | $3.47M | 2.36% | 0.32% | New | Q4 2025 |
| META | $3.43M | 2.34% | Not reported | New | Q4 2025 |
| HLT | $3.4M | 2.32% | 0.01% | New | Q4 2025 |
| SPOT | $3.14M | 2.13% | 0.00% | New | Q4 2025 |
| DASH | $3.1M | 2.11% | Not reported | New | Q4 2025 |
| HD | $3.01M | 2.05% | 0.00% | New | Q4 2025 |
 DBRG | $2.37M | 1.61% | 0.08% | New | Q4 2025 |
 NXST | $2.31M | 1.57% | 0.04% | New | Q4 2025 |
| NOW | $2.18M | 1.49% | 0.00% | New | Q4 2025 |
| ORCL | $1.85M | 1.26% | 0.00% | New | Q4 2025 |
 NTNX | $1.76M | 1.20% | 0.01% | New | Q4 2025 |
| NCLH | $1.69M | 1.15% | 0.02% | New | Q4 2025 |
| STRK | $1.26M | 0.86% | Not reported | New | Q4 2025 |
| ZS | $990K | 0.67% | 0.00% | New | Q4 2025 |
| LUMN | $698K | 0.47% | 0.01% | New | Q4 2025 |
| OPTU | $330K | 0.22% | 0.07% | New | Q4 2025 |