Sentinel Dome Partners
BURLINGAME, CAfiles as Sentinel Dome Partners, LLC
$77m in 25 US stocks at the end of 30 June 2026. The top 10 are 66.4% of the money. It changed about 33.8% of the portfolio this quarter.
Value
$77m
Stocks
25
Top 10 share
66.4%
Turnover
33.8%
What changed this quarter
New
Bought for the first time this quarter.
- Oracle4.8% of the fund
- Royal Caribbean Cruises4.5% of the fund
- Alphabet4.1% of the fund
- Alphabet4.1% of the fund
- VisaV2.2% of the fund
- Applied DigitalAPLD1.9% of the fund
- Builders FirstSourceBLDR0.7% of the fund
Added
Bought more of a stock they already held.
- Uniti GroupUNIT20.8% of the fund+79%
- Amazon.com10.1% of the fund+3%
- MastercardMA4.2% of the fund+19%
- Home DepotHD4.1% of the fund+43%
- Hilton Worldwide HoldingsHLT4.1% of the fund+32%
- Lumen TechnologiesLUMN3.3% of the fund+10%
- SnowflakeSNOW2.2% of the fund+43%
- Robinhood MarketsHOOD1.4% of the fund+40%
Cut
Sold some of their stake.
- BlackstoneBX4.2% of the fund-10%
- EchoStarECHO4.1% of the fund-36%
- NetflixNFLX3.4% of the fund-9%
- Meta PlatformsMETA2.8% of the fund-5%
- Spotify TechnologySPOT1.8% of the fund-27%
- Core ScientificCORZ1.4% of the fund-14%
Sold out
Sold their entire stake.
- Dycom IndustriesDY-100%
- DoorDashDASH-100%
- OracleORCL-100%
- ServiceNowNOW-100%
- Norwegian Cruise Line HoldingsNCLH-100%
- AT&TT-100%
- ZscalerZS-100%
- Optimum CommunicationsOPTU-100%
Holdings
- Amazon.com
- Share
- 10.1%
- Value
- $8m
- Shares
- 32,700
+3%
- Oracle
- Share
- 4.8%
- Value
- $4m
- Shares
- 82,500
New
- Royal Caribbean Cruises
- Share
- 4.5%
- Value
- $3m
- Shares
- 10,900
New
- Alphabet
- Share
- 4.1%
- Value
- $3m
- Shares
- 63,000
New
- Alphabet
- Share
- 4.1%
- Value
- $3m
- Shares
- 63,000
New
- Shopify CL A SUB VTG
- Share
- 1.3%
- Value
- $970,530
- Shares
- 8,500
Held
- Strategy
- Share
- 1.2%
- Value
- $961,544
- Shares
- 16,000
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Uniti GroupUNIT | 20.8% | $16m | 1,401,907 | +79% |
| Amazon.com | 10.1% | $8m | 32,700 | +3% |
| Telephone & Data SystemsTDS | 5.5% | $4m | 115,000 | Held |
| Oracle | 4.8% | $4m | 82,500 | New |
| Royal Caribbean Cruises | 4.5% | $3m | 10,900 | New |
| BlackstoneBX | 4.2% | $3m | 27,600 | -10% |
| MastercardMA | 4.2% | $3m | 6,300 | +19% |
| EchoStarECHO | 4.1% | $3m | 31,500 | -36% |
| Home DepotHD | 4.1% | $3m | 9,050 | +43% |
| Alphabet | 4.1% | $3m | 63,000 | New |
| Alphabet | 4.1% | $3m | 63,000 | New |
| Hilton Worldwide HoldingsHLT | 4.1% | $3m | 9,550 | +32% |
| NetflixNFLX | 3.4% | $3m | 37,000 | -9% |
| Lumen TechnologiesLUMN | 3.3% | $3m | 332,816 | +10% |
| Meta PlatformsMETA | 2.8% | $2m | 3,900 | -5% |
| VisaV | 2.2% | $2m | 5,000 | New |
| SnowflakeSNOW | 2.2% | $2m | 6,600 | +43% |
| Applied DigitalAPLD | 1.9% | $1m | 39,500 | New |
| Lowe's CompaniesLOW | 1.9% | $1m | 6,500 | Held |
| Spotify TechnologySPOT | 1.8% | $1m | 3,000 | -27% |
| Core ScientificCORZ | 1.4% | $1m | 42,000 | -14% |
| Robinhood MarketsHOOD | 1.4% | $1m | 10,500 | +40% |
| Shopify CL A SUB VTG | 1.3% | $970,530 | 8,500 | Held |
| Strategy | 1.2% | $961,544 | 16,000 | Held |
| Builders FirstSourceBLDR | 0.7% | $536,880 | 6,000 | New |
Over time and by industry
Value over time
Dec '25
Jun '26
Value is down 1.9% since 31 December 2025.
Where the money is
Media & telecom41.8%
Financial services13.3%
Retail & consumer10.8%
Technology4.1%
Other30.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.