Sentinel Dome Partners, LLC
32 holdingsFiling period: 2026-06-30Current AUM: $131.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | UNIT | Uniti Group Inc | 1.40M | $16.1M | $7.7M | 5.86% | +620.0K | 2026-06-30 |
| 2 | DASH | DoorDash, Inc. | 14.50M | $14.4M | $14.9M | 11.32% | -- | 2026-06-30 |
| 3 | LYV | Live Nation Entertainment Inc | 9.97M | $12.0M | $11.4M | 8.66% | +4.60M | 2026-06-30 |
| 4 | — | Uniti Group Inc | 9.25M | $11.5M | $11.5M | 8.70% | -19,000,000 | 2026-06-30 |
| 5 | NET | Cloudflare, Inc. | 6.50M | $8.2M | $9.8M | 7.44% | -- | 2026-06-30 |
| 6 | — | Amazon.com Inc | 32.7K | $7.8M | $7.8M | 5.92% | +1.0K | 2026-06-30 |
| 7 | — | Ncl Corp Ltd | 6.38M | $7.2M | $7.2M | 5.45% | -- | 2026-06-30 |
| 8 | RBRK | Rubrik, Inc. | 4.50M | $4.6M | $6.6M | 4.99% | -- | 2026-06-30 |
| 9 | TDS | Telephone and Data Systems Inc | 115.0K | $4.3M | $3.9M | 2.97% | -- | 2026-06-30 |
| 10 | ORCL | Oracle Corp | 82.5K | $3.7M | $3.3M | 2.53% | -- | 2026-06-30 |
| 11 | — | Royal Caribbean Cruises Ltd. | 10.9K | $3.5M | $3.5M | 2.63% | -- | 2026-06-30 |
| 12 | BX | Blackstone Inc | 27.6K | $3.2M | $3.0M | 2.31% | -3,000 | 2026-06-30 |
| 13 | MA | Mastercard Inc | 6.3K | $3.2M | $3.9M | 2.97% | +1.0K | 2026-06-30 |
| 14 | SATS | EchoStar Corp | 31.5K | $3.2M | $3.2M | 2.43% | -18,000 | 2026-06-30 |
| 15 | HD | Home Depot Inc | 9.1K | $3.2M | $2.9M | 2.16% | +2.7K | 2026-06-30 |
| 16 | GOOGL | Alphabet Inc. | 63.0K | $3.2M | $3.0M | 2.31% | -- | 2026-06-30 |
| 17 | GOOGL | Alphabet Inc. | 63.0K | $3.2M | $3.0M | 2.29% | -- | 2026-06-30 |
| 18 | HLT | Hilton Worldwide Holdings Inc | 9.6K | $3.2M | $3.4M | 2.60% | +2.3K | 2026-06-30 |
| 19 | NFLX | Netflix | 37.0K | $2.6M | $2.5M | 1.93% | -3,500 | 2026-06-30 |
| 20 | LUMN | Lumen Technologies Inc | 332.8K | $2.6M | $1.5M | 1.13% | +30.0K | 2026-06-30 |
| 21 | META | Meta Platforms Inc | 3.9K | $2.2M | $2.7M | 2.06% | -200 | 2026-06-30 |
| 22 | GWRE | Guidewire Software Inc | 2.00M | $1.9M | $2.9M | 2.18% | -- | 2026-06-30 |
| 23 | V | Visa Inc. | 5.0K | $1.7M | $2.0M | 1.54% | -- | 2026-06-30 |
| 24 | SNOW | Snowflake | 6.6K | $1.7M | $2.1M | 1.60% | +2.0K | 2026-06-30 |
| 25 | APLD | Applied Digital Corp | 39.5K | $1.5M | $763K | 0.58% | -- | 2026-06-30 |
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