Sentinel Dome Partners, LLC In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Sentinel Dome Partners, LLC reported 21 stock positions worth $66.3 million . Its top holding was Uniti (UNIT) at 24.2% of the portfolio, followed by Amazon.com (11.8% ) and Telephone and Data Systems (TDS, 6.4% ). Compared with Q1 2026, it opened 4 new positions, sold out of 8, added to 8 and reduced 6. The biggest buy was Uniti (UNIT, shares +79% ) and the biggest sale Echostar Class A (ECHO, shares −36% ).
Location BURLINGAME, CA
CIK 0002114194
Portfolio Value $66.3M (Q2 2026) Holdings 21 stocks · $66.3M Holdings quarter Q2 2026 Q1 2026 Q4 2025
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2026 UNIT Uniti Group Inc. 1,401,907 $16.1M Add +79.3% Amazon.com Inc 32,700 $7.8M Add +3.1% TDS Telephone and Data Systems 115,000 $4.3M No change Royal Caribbean Cruises Ltd. 10,900 $3.5M New BX Blackstone Inc. 27,600 $3.2M Reduce -9.8% MA Mastercard Inc. Class A 6,300 $3.2M Add +18.9% ECHO Echostar Corp. Class A 31,500 $3.2M Reduce -36.4% HD Home Depot Inc. 9,050 $3.2M Add +42.5% HLT Hilton Worldwide Holdings Inc. 9,550 $3.2M Add +31.7% NFLX Netflix Inc. 37,000 $2.6M Reduce -8.6% LUMN Lumen Technologies Inc. 332,816 $2.6M Add +9.9% META Meta Platforms Inc. Class A 3,900 $2.2M Reduce -4.9% V Visa Inc. Class A 5,000 $1.7M New SNOW Snowflake Inc. 6,600 $1.7M Add +43.5% APLD Applied Digital Corp. 39,500 $1.5M New LOW Lowe's Cos Inc. 6,500 $1.4M No change SPOT Spotify Technology SA 3,000 $1.4M Reduce -26.8% CORZ Core Scientific Inc. 42,000 $1.1M Reduce -14.3% HOOD Robinhood Markets Inc. Class A 10,500 $1.1M Add +40.0% SHOPIFY CL A SUB VTG 8,500 $971K No change BLDR Builders Firstsource Inc. 6,000 $537K New
Other holdings (11): bonds, preferreds, convertibles and warrants · $70.8M (not counted above) Security Class Shares / Principal Value Change DOORDASH INC (DASH 0 05/15/30) NOTE 5/1 · principal 14,500,000 $14.4M New LIVE NATION ENTERTAINMEN (LYV 2.875 01/15/30) NOTE 2.875% 1/1 · principal 9,975,000 $12.0M Add +85.6% UNITI GROUP INC (UNIT 7.5 12/01/27) NOTE 7.500%12/0 · principal 9,253,000 $11.5M Reduce -67.3% CLOUDFLARE INC (NET 0 06/15/30) NOTE 6/1 · principal 6,500,000 $8.2M New NCL CORPORATION LTD (NCLH 0.875 04/15/30) NOTE 0.875% 4/1 · principal 6,375,000 $7.2M New RUBRIK INC (RBRK 0 06/15/30) NOTE 6/1 · principal 4,500,000 $4.6M New ORACLE CORP (ORCL 6.5 01/15/29 D) 6.5 DEP CUM SR D 82,500 $3.7M New ALPHABET INC (GOOGL 6.25 05/15/29 A) DEP SHS RP1/20 A 63,000 $3.2M New ALPHABET INC (GOOGL 6.25 05/15/29 B) DEP SHS RP1/20 B 63,000 $3.2M New GUIDEWIRE SOFTWARE INC (GWRE 1.25 11/01/29) NOTE 1.250%11/0 · principal 2,000,000 $1.9M New STRATEGY INC (MSTR 8 PERP) SERIES A PERP PF 16,000 $962K No change
Total filed on the 13F, all lines: $137.1M.
Portfolio Sells Q1 2026 → Q2 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▲ ECHO Echostar Corp. Class A Reduce -36.4% 4.82% −4.95 DY Dycom Industries Inc. Sold out 0.00% −3.71 NFLX Netflix Inc. Reduce -8.6% 3.98% −2.58 DASH DoorDash Inc. Class A Sold out 0.00% −2.40 ORCL Oracle Corp. Sold out 0.00% −2.36 NOW ServiceNow Inc. Sold out 0.00% −2.19 NCLH Norwegian Cruise Line Holdin Sold out 0.00% −2.07 T AT&T Inc. Sold out 0.00% −1.56 SPOT Spotify Technology SA Reduce -26.8% 2.08% −1.27 ZS Zscaler Inc. Sold out 0.00% −1.23 BX Blackstone Inc. Reduce -9.8% 4.90% −1.03 META Meta Platforms Inc. Class A Reduce -4.9% 3.31% −0.64 OPTU Optimum Communications Inc. Class A Sold out 0.00% −0.44 CORZ Core Scientific Inc. Reduce -14.3% 1.62% +0.38
Portfolio Buys Q1 2026 → Q2 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▼ UNIT Uniti Group Inc. Add +79.3% 24.24% +11.88 Royal Caribbean Cruises Ltd. New 5.22% +5.22 V Visa Inc. Class A New 2.59% +2.59 APLD Applied Digital Corp. New 2.22% +2.22 SNOW Snowflake Inc. Add +43.5% 2.53% +1.36 HD Home Depot Inc. Add +42.5% 4.81% +1.29 HLT Hilton Worldwide Holdings Inc. Add +31.7% 4.76% +1.04 BLDR Builders Firstsource Inc. New 0.81% +0.81 HOOD Robinhood Markets Inc. Class A Add +40.0% 1.59% +0.71 Amazon.com Inc Add +3.1% 11.75% +0.62 MA Mastercard Inc. Class A Add +18.9% 4.88% +0.41 LUMN Lumen Technologies Inc. Add +9.9% 3.85% +0.31
Notes & Other Activity Q1 2026 → Q2 2026 Security Class Change vs Q1 2026 Shares / Principal Value ▼ DOORDASH INC (DASH 0 05/15/30) NOTE 5/1 · principal New 14,500,000 $14.4M LIVE NATION ENTERTAINMEN (LYV 2.875 01/15/30) NOTE 2.875% 1/1 · principal Add +85.6% 9,975,000 $12.0M UNITI GROUP INC (UNIT 7.5 12/01/27) NOTE 7.500%12/0 · principal Reduce -67.3% 9,253,000 $11.5M CLOUDFLARE INC (NET 0 06/15/30) NOTE 6/1 · principal New 6,500,000 $8.2M NCL CORPORATION LTD (NCLH 0.875 04/15/30) NOTE 0.875% 4/1 · principal New 6,375,000 $7.2M DATADOG INC (DDOG 0 12/01/29) NOTE 12/0 · principal Sold out 5,625,000 $5.5Mbefore exit RUBRIK INC (RBRK 0 06/15/30) NOTE 6/1 · principal New 4,500,000 $4.6M ORACLE CORP (ORCL 6.5 01/15/29 D) 6.5 DEP CUM SR D New 82,500 $3.7M ALPHABET INC (GOOGL 6.25 05/15/29 A) DEP SHS RP1/20 A New 63,000 $3.2M ALPHABET INC (GOOGL 6.25 05/15/29 B) DEP SHS RP1/20 B New 63,000 $3.2M GUIDEWIRE SOFTWARE INC (GWRE 1.25 11/01/29) NOTE 1.250%11/0 · principal New 2,000,000 $1.9M
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 21 $66.3M UNIT, Amazon.com Inc, TDS, Royal Caribbean Cruises Ltd., BX Q1 2026 25 $59.3M UNIT, Amazon.com Inc, ECHO, TDS, NFLX Q4 2025 23 $77.6M MSFT, BX, MA, UNIT, Amazon.com Inc