Sentinel Dome Partners, LLC — 13F Holdings & Portfolio
CIK 2114194 · latest 13F-HR filed 2026-08-14
Sentinel Dome Partners, LLC manages $137.1M in 13F-reported U.S. long-equity assets across 32 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are UNIT (11.73%), DASH (10.47%), LYV (8.72%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 12 new positions and exited 9; 10 existing positions rose in reported value and 9 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-08-14
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
3 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 65.4%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Jun 30, 2026.
STE 905
BURLINGAME, CA 94010
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| ALAM, QAZI, MUNIRUL Control | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER since Mar 2014 | 75% or more | Individual |
| BRANCACCIO, WILLIAM, R Control | INVESTMENT PARTNER since Jan 2026 | 5–10% | Individual |
| CHOUDHURY, SUMIT, ROY Control | INVESTMENT PARTNER since Jan 2024 | 10–25% | Individual |
| LUO, YU, NMN Control | CHIEF FINANCIAL OFFICER since Apr 2025 | Less than 5% | Individual |
| PACKER, BRADLEY, JAMES Control | CHIEF COMPLIANCE OFFICER AND CONTROLLER since Jan 2018 | Less than 5% | Individual |
Ownership & leadership changes · 6 filings with changes since Jul 15, 2014
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- AddedBRANCACCIO, WILLIAM, R · INVESTMENT PARTNER · 5–10% · control person
- No longer listedNyberg, Charlene, May-Gang · CHIEF FINANCIAL OFFICER · Less than 5% · control person · listed since Feb 2016
- AddedLUO, YU, NMN · CHIEF FINANCIAL OFFICER · Less than 5% · control person
- AddedCHOUDHURY, SUMIT, ROY · INVESTMENT PARTNER · 10–25% · control person
- ChangedPACKER, BRADLEY, JAMES · title CHIEF COMPLIANCE OFFICER AND ASSISTANT CONTROLLER → CHIEF COMPLIANCE OFFICER AND CONTROLLER
- No longer listedDIZON, KIRK, CHARLES · CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER · 5–10% · control person · listed since Mar 2014
- AddedPACKER, BRADLEY, JAMES · CHIEF COMPLIANCE OFFICER AND ASSISTANT CONTROLLER · Less than 5% · control person
- AddedNyberg, Charlene, May-Gang · CHIEF FINANCIAL OFFICER · Less than 5% · control person
- ListedALAM, QAZI, MUNIRUL · CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER · 75% or more · control person
- ListedDIZON, KIRK, CHARLES · CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER · 5–10% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- Uniti Group Inc$8.7M +119.2%
- Live Nation Entertainment Inc$6.1M +105.7%
- Amazon.com Inc$1.2M +18.0%
- Home Depot Inc$1.1M +52.8%
- SNOWFLAKE$985.9K +142.1%
Top Trims
- Uniti Group Inc-$21.9M -65.7%
- EchoStar Corp-$2.6M -44.8%
- NETFLIX-$1.3M -32.2%
- Spotify Technology SA-$610.7K -30.7%
- Telephone and Data Systems Inc-$585.4K -12.1%
New Positions
- DoorDash, Inc.$14.4M
- Cloudflare, Inc.$8.2M
- NCL CORP LTD$7.2M
- Rubrik, Inc.$4.6M
- Oracle Corp$3.7M
Exited Positions
- Datadog Inc$5.5M
- DYCOM INDUSTRIES$2.2M
- DoorDash Inc$1.4M
- Oracle Corp$1.4M
- ServiceNow Inc$1.3M
Sentinel Dome Partners, LLC Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | Uniti Group Inc | UNIT | 912932100 | $16.1M | 11.73% | 1,401,907 | SH |
| 2 | DoorDash, Inc. | DASH | 25809KAB1 | $14.4M | 10.47% | 14,500,000 | PRN |
| 3 | Live Nation Entertainment Inc | LYV | 538034BC2 | $12.0M | 8.72% | 9,975,000 | PRN |
| 4 | Uniti Group Inc | UNIT | 91325VAB4 | $11.5M | 8.36% | 9,253,000 | PRN |
| 5 | Cloudflare, Inc. | NET | 18915MAF4 | $8.2M | 6.01% | 6,500,000 | PRN |
| 6 | Amazon.com Inc | AMZN | 231351067 | $7.8M | 5.69% | 32,700 | SH |
| 7 | NCL CORP LTD | — | 62886HBT7 | $7.2M | 5.23% | 6,375,000 | PRN |
| 8 | Rubrik, Inc. | RBRK | 781154AD1 | $4.6M | 3.36% | 4,500,000 | PRN |
| 9 | Telephone and Data Systems Inc | TDS | 879433829 | $4.3M | 3.10% | 115,000 | SH |
| 10 | Oracle Corp | ORCLPD | 68389X204 | $3.7M | 2.72% | 82,500 | SH |
| 11 | Royal Caribbean Cruises Ltd. | — | LR0008862 | $3.5M | 2.52% | 10,900 | SH |
| 12 | Blackstone Inc | BX | 09260D107 | $3.2M | 2.37% | 27,600 | SH |
| 13 | Mastercard Inc | MA | 57636Q104 | $3.2M | 2.36% | 6,300 | SH |
| 14 | EchoStar Corp | ECHO | 278768106 | $3.2M | 2.33% | 31,500 | SH |
| 15 | Home Depot Inc | HD | 437076102 | $3.2M | 2.33% | 9,050 | SH |
| 16 | Alphabet Inc. | GOOGM | 02079K404 | $3.2M | 2.33% | 63,000 | SH |
| 17 | Alphabet Inc. | GOOGN | 02079K602 | $3.2M | 2.31% | 63,000 | SH |
| 18 | Hilton Worldwide Holdings Inc | HLT | 43300A203 | $3.2M | 2.30% | 9,550 | SH |
| 19 | NETFLIX | NFLX | 64110L106 | $2.6M | 1.93% | 37,000 | SH |
| 20 | Lumen Technologies Inc | LUMN | 550241103 | $2.6M | 1.86% | 332,816 | SH |
| 21 | Meta Platforms Inc | META | 30303M102 | $2.2M | 1.60% | 3,900 | SH |
| 22 | Guidewire Software Inc | GWRE | 40171VAC4 | $1.9M | 1.40% | 2,000,000 | PRN |
| 23 | Visa Inc. | V | 92826C839 | $1.7M | 1.25% | 5,000 | SH |
| 24 | SNOWFLAKE | SNOW | 833445109 | $1.7M | 1.23% | 6,600 | SH |
| 25 | Applied Digital Corp | APLD | 038169207 | $1.5M | 1.07% | 39,500 | SH |
| 26 | LOWE'S COMPANIES | LOW | 548661107 | $1.4M | 1.05% | 6,500 | SH |
| 27 | Spotify Technology SA | SPOT | L8681T102 | $1.4M | 1.00% | 3,000 | SH |
| 28 | CORE SCIENTIFIC | CORZ | 21874A106 | $1.1M | 0.78% | 42,000 | SH |
| 29 | ROBINHOOD MARKETS CL A | HOOD | 770700102 | $1.1M | 0.77% | 10,500 | SH |
| 30 | SHOPIFY CL A SUB VTG | — | CA82509L1 | $970.5K | 0.71% | 8,500 | SH |
| 31 | Strategy Inc | STRK | 594972887 | $961.5K | 0.70% | 16,000 | SH |
| 32 | Builders FirstSource Inc | BLDR | 12008R107 | $536.9K | 0.39% | 6,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $137.1M | 32 | 0001104659-26-096622 |
| 2026-03-31 | 2026-05-15 | $105.1M | 29 | 0001104659-26-061976 |
| 2025-12-31 | 2026-03-05 | $147.0M | 30 | 0001104659-26-023987 |
1350 BAYSHORE HIGHWAY, STE 905
BURLINGAME, CA 94010