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13F holdings · Q2 2026

Sentinel Dome Partners

Burlingame, CA · files as Sentinel Dome Partners, LLC
Holdings as of Jun 30, 2026Filed Aug 14, 2026Next filing due Nov 16, 2026CIK 2114194

Sentinel Dome Partners reported 25 stocks worth $77.4M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are UNIT (20.8%), AMZN (10.1%) and TDS (5.5%). Compared with Q1 2026, the fund opened new positions in RCL, V and APLD, added to UNIT, AMZN and MA, trimmed BX, ECHO and NFLX and sold out of DY, DASH and ORCL.

Reported value$77.4M+28.0% vs last quarter
Stocks held257 new · 8 sold out
Top 5 weight45.6%fairly concentrated
Turnover52%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 3 qtrsHeld
1
UNIT
Uniti Group Inc
$16.1M20.8%1.4M+620K (+79%)3 of 3
2
AMZN
Amazon.com Inc
$7.8M10.1%33K+1,000 (+3%)3 of 3
3
TDS
TELEPHONE &amp DATA SYS INC
$4.3M5.5%115KNo change3 of 3
4
ORACLE CORP
$3.7M4.8%83KNew position1 of 3
5
RCL
Royal Caribbean Cruises Ltd.
$3.5M4.5%11KNew position1 of 3
6
BX
Blackstone Inc
$3.2M4.2%28K−3,000 (−10%)3 of 3
7
MA
Mastercard Incorporated
$3.2M4.2%6,300+1,000 (+19%)3 of 3
8
ECHO
Echostar Corp
$3.2M4.1%32K−18K (−36%)3 of 3
9
HD
Home Depot Inc
$3.2M4.1%9,050+2,700 (+43%)3 of 3
10
ALPHABET INC
$3.2M4.1%63KNew position1 of 3
🔒 15 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
DY
Dycom Inds Inc
$2.2M6,500
DASH
Doordash Inc
$1.4M9,500
ORCL
Oracle Corp
$1.4M9,500
NOW
Servicenow Inc
$1.3M12K
NCLH
Norwegian Cruise Line Hldg L
$1.2M66K

🔒 Free account: see all 8.

Reported value

last 3 quarters
$78.9MQ4 '25
$60.5MQ1 '26
$77.4MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 14, 202613F-HRQ2 2026SEC filing ↗

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Sentinel Dome Partners 13F FAQ

What does Sentinel Dome Partners own?

Sentinel Dome Partners reported 25 stocks worth $77.4M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are UNIT (20.8%), AMZN (10.1%) and TDS (5.5%). The table above lists every position in the filing (the top 10 without an account).

What did Sentinel Dome Partners buy and sell in Q2 2026?

Compared with Q1 2026: 7 new positions, 8 added to, 6 trimmed and 8 sold out. New positions include RCL, V and APLD. It sold all of DY, DASH and ORCL.

When will Sentinel Dome Partners file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Sentinel Dome Partners's portfolio worth?

The Q2 2026 filing reports $77.4M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.