Sentinel Dome Partners, LLC — 13F Holdings & Portfolio
CIK 2114194 · latest 13F-HR filed 2026-05-15
Sentinel Dome Partners, LLC manages $105.1M in 13F-reported U.S. long-equity assets across 29 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are UNIT (31.76%), UNIT (6.98%), AMZN (6.28%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 8 new positions, exited 9, added to 6, and trimmed 14.
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.
$105.1M
Long-equity book
29
Distinct positions
2026-03-31
Filed 2026-05-15
+8 / −9 / ↑6 / ↓14
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Uniti Group Inc$2.1M +6.7%
- Uniti Group Inc$1.9M +33.8%
- Lumen Technologies Inc$1.4M +201.6%
- Amazon.com Inc$1.2M +22.2%
- Datadog Inc$823.1K +17.8%
Top Trims
- Live Nation Entertainment Inc-$14.7M -71.7%
- Mastercard Inc-$3.1M -54.3%
- Blackstone Inc-$2.4M -40.9%
- DoorDash Inc-$1.7M -54.0%
- Hilton Worldwide Holdings Inc-$1.2M -35.2%
New Positions
- NETFLIX$3.9M
- DYCOM INDUSTRIES$2.2M
- LOWE'S COMPANIES$1.5M
- SHOPIFY CL A SUB VTG$1.0M
- AT&T$927.7K
Exited Positions
- Microsoft Corp$7.2M
- Guidewire Software Inc$7.2M
- International Business Machines Corp$3.9M
- Clear Channel Outdoor Holdings Inc$3.5M
- Nutanix Inc$2.4M
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 | 91325VAB4 | $33.4M | 31.76% | 28,253,000 | PRN |
| 2 | Uniti Group Inc | UNIT | 912932100 | $7.3M | 6.98% | 781,907 | SH |
| 3 | Amazon.com Inc | AMZN | 231351067 | $6.6M | 6.28% | 31,700 | SH |
| 4 | Live Nation Entertainment Inc | LYV | 538034BC2 | $5.8M | 5.53% | 5,375,000 | PRN |
| 5 | EchoStar Corp | SATS | 278768106 | $5.8M | 5.51% | 49,500 | SH |
| 6 | Datadog Inc | DDOG | 23804LAD5 | $5.5M | 5.19% | 5,625,000 | PRN |
| 7 | Telephone and Data Systems Inc | TDS | 879433829 | $4.8M | 4.61% | 115,000 | SH |
| 8 | NETFLIX | NFLX | 64110L106 | $3.9M | 3.71% | 40,500 | SH |
| 9 | Blackstone Inc | BX | 09260D107 | $3.5M | 3.35% | 30,600 | SH |
| 10 | Mastercard Inc | MA | 57636Q104 | $2.6M | 2.52% | 5,300 | SH |
| 11 | Meta Platforms Inc | META | 30303M102 | $2.3M | 2.23% | 4,100 | SH |
| 12 | Hilton Worldwide Holdings Inc | HLT | 43300A203 | $2.2M | 2.10% | 7,250 | SH |
| 13 | DYCOM INDUSTRIES | DY | 267475101 | $2.2M | 2.10% | 6,500 | SH |
| 14 | Lumen Technologies Inc | LUMN | 550241103 | $2.1M | 2.00% | 302,816 | SH |
| 15 | Home Depot Inc | HD | 437076102 | $2.1M | 1.99% | 6,350 | SH |
| 16 | Spotify Technology SA | SPOT | L8681T102 | $2.0M | 1.89% | 4,100 | SH |
| 17 | LOWE'S COMPANIES | LOW | 548661107 | $1.5M | 1.46% | 6,500 | SH |
| 18 | DoorDash Inc | DASH | 25809K105 | $1.4M | 1.36% | 9,500 | SH |
| 19 | Oracle Corp | ORCL | 68389X105 | $1.4M | 1.33% | 9,500 | SH |
| 20 | ServiceNow Inc | NOW | 81762P102 | $1.3M | 1.24% | 12,450 | SH |
| 21 | Norwegian Cruise Line Holdings Ltd | NCLH | G66721104 | $1.2M | 1.17% | 65,600 | SH |
| 22 | Strategy Inc | STRK | 594972887 | $1.1M | 1.08% | 16,000 | SH |
| 23 | SHOPIFY CL A SUB VTG | — | CA82509L1 | $1.0M | 0.96% | 8,500 | SH |
| 24 | AT&T | T | 00206R102 | $927.7K | 0.88% | 32,000 | SH |
| 25 | CORE SCIENTIFIC | CORZ | 21874A106 | $733.0K | 0.70% | 49,000 | SH |
| 26 | Zscaler Inc | ZS | 98980G102 | $729.5K | 0.69% | 5,200 | SH |
| 27 | SNOWFLAKE | SNOW | 833445109 | $693.8K | 0.66% | 4,600 | SH |
| 28 | ROBINHOOD MARKETS CL A | HOOD | 770700102 | $519.8K | 0.49% | 7,500 | SH |
| 29 | Optimum Communications Inc | OPTU | 02156K103 | $260.0K | 0.25% | 200,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $105.1M | 29 | 0001104659-26-061976 |
| 2025-12-31 | 2026-03-05 | $147.0M | 30 | 0001104659-26-023987 |