Sentinel Dome Partners, LLC In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Sentinel Dome Partners, LLC reported 25 stock positions worth $59.3 million . Its top holding was Uniti (UNIT) at 12.4% of the portfolio, followed by Amazon.com (11.1% ) and Echostar Class A (ECHO, 9.8% ). Compared with Q4 2025, it opened 8 new positions, sold out of 6, added to 4 and reduced 10. The biggest buy was a new position in Netflix (NFLX) and the biggest sale an exit from Microsoft (MSFT).
Location BURLINGAME, CA
CIK 0002114194
Portfolio Value $59.3M (Q1 2026) Holdings 25 stocks · $59.3M Holdings quarter Q2 2026 Q1 2026 Q4 2025
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2025 UNIT Uniti Group Inc. 781,907 $7.3M No change Amazon.com Inc 31,700 $6.6M Add +35.5% ECHO Echostar Corp. Class A 49,500 $5.8M Add +3.1% TDS Telephone and Data Systems 115,000 $4.8M Reduce -4.2% NFLX Netflix Inc. 40,500 $3.9M New BX Blackstone Inc. 30,600 $3.5M Reduce -20.7% MA Mastercard Inc. Class A 5,300 $2.6M Reduce -47.8% META Meta Platforms Inc. Class A 4,100 $2.3M Reduce -21.1% HLT Hilton Worldwide Holdings Inc. 7,250 $2.2M Reduce -38.8% DY Dycom Industries Inc. 6,500 $2.2M New LUMN Lumen Technologies Inc. 302,816 $2.1M Add +237.2% HD Home Depot Inc. 6,350 $2.1M Reduce -27.4% SPOT Spotify Technology SA 4,100 $2.0M Reduce -24.1% LOW Lowe's Cos Inc. 6,500 $1.5M New DASH DoorDash Inc. Class A 9,500 $1.4M Reduce -30.7% ORCL Oracle Corp. 9,500 $1.4M No change NOW ServiceNow Inc. 12,450 $1.3M Reduce -12.6% NCLH Norwegian Cruise Line Holdin 65,600 $1.2M Reduce -13.2% SHOPIFY CL A SUB VTG 8,500 $1.0M New T AT&T Inc. 32,000 $928K New CORZ Core Scientific Inc. 49,000 $733K New ZS Zscaler Inc. 5,200 $730K Add +18.2% SNOW Snowflake Inc. 4,600 $694K New HOOD Robinhood Markets Inc. Class A 7,500 $520K New OPTU Optimum Communications Inc. Class A 200,000 $260K No change
Other holdings (4): bonds, preferreds, convertibles and warrants · $45.8M (not counted above) Total filed on the 13F, all lines: $105.1M.
Portfolio Sells Q4 2025 → Q1 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025
Stock Change vs Q4 2025 % Of Portfolio Change To Portfolio ▲ MSFT Microsoft Corp. Sold out 0.00% −9.28 IBM Intl Business Machines Corp. Sold out 0.00% −5.07 CCO Clear Channel Outdoor Holdin Sold out 0.00% −4.47 DBRG Digitalbridge Group Inc. Sold out 0.00% −3.06 MA Mastercard Inc. Class A Reduce -47.8% 4.46% −3.00 NXST Nexstar Media Group Inc. Sold out 0.00% −2.98 NTNX Nutanix Inc. Class A Sold out 0.00% −2.26 BX Blackstone Inc. Reduce -20.7% 5.93% −1.73 DASH DoorDash Inc. Class A Reduce -30.7% 2.40% −1.59 SPOT Spotify Technology SA Reduce -24.1% 3.35% −0.69 HLT Hilton Worldwide Holdings Inc. Reduce -38.8% 3.72% −0.67 NOW ServiceNow Inc. Reduce -12.6% 2.19% −0.62 META Meta Platforms Inc. Class A Reduce -21.1% 3.95% −0.47 HD Home Depot Inc. Reduce -27.4% 3.52% −0.36 NCLH Norwegian Cruise Line Holdin Reduce -13.2% 2.07% −0.11 TDS Telephone and Data Systems Reduce -4.2% 8.16% +1.82
Portfolio Buys Q4 2025 → Q1 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025
Stock Change vs Q4 2025 % Of Portfolio Change To Portfolio ▼ NFLX Netflix Inc. New 6.56% +6.56 Amazon.com Inc Add +35.5% 11.13% +4.17 DY Dycom Industries Inc. New 3.71% +3.71 ECHO Echostar Corp. Class A Add +3.1% 9.77% +3.05 LUMN Lumen Technologies Inc. Add +237.2% 3.55% +2.65 LOW Lowe's Cos Inc. New 2.59% +2.59 SHOPIFY CL A SUB VTG New 1.70% +1.70 T AT&T Inc. New 1.56% +1.56 CORZ Core Scientific Inc. New 1.24% +1.24 SNOW Snowflake Inc. New 1.17% +1.17 HOOD Robinhood Markets Inc. Class A New 0.88% +0.88 ZS Zscaler Inc. Add +18.2% 1.23% −0.04
Notes & Other Activity Q4 2025 → Q1 2026 Security Class Change vs Q4 2025 Shares / Principal Value ▼ GUIDEWIRE SOFTWARE INC (GWRE 1.25 11/01/29) NOTE 1.250%11/0 · principal Sold out 6,500,000 $7.2Mbefore exit LIVE NATION ENTERTAINMEN (LYV 2.875 01/15/30) NOTE 2.875% 1/1 · principal Reduce -72.3% 5,375,000 $5.8M DATADOG INC (DDOG 0 12/01/29) NOTE 12/0 · principal Add +21.6% 5,625,000 $5.5M NUTANIX INC (NTNX 0.5 12/15/29) NOTE 0.500%12/1 · principal Sold out 2,527,000 $2.4Mbefore exit COINBASE GLOBAL INC (COIN 0.25 04/01/30) NOTE 0.250% 4/0 · principal Sold out 2,000,000 $2.1Mbefore exit
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