Sentinel Dome Partners, LLC

CIK

2114194

Location

BURLINGAME, CA

Portfolio Value

Micro $61,418,714

Diversification

Diversified

Filing Date

Global Rank

#8,549 / 8,827 ▲ 3

Top Industry

REIT - Specialty 26.2%

3Y Alpha vs SPY

-41.3%

Period ended 4 months ago

Filed Aug 14, 2026 · 3mo

3 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 78.0% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 2.5 quarters (under 4)

Closest benchmark: the S&P 500 as of 2026-06-30, active share 89.1%; sector active share 62.1% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

21 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

26.2%

+12.3 pts

Top 5

54.0%

+6.0 pts

Top 10

78.0%

+8.2 pts

HHI

1,067

Diversified+397

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Communication Services	36.8%	$22,600,417	8
Real Estate	26.2%	$16,079,873	1
Financial Services	15.1%	$9,251,762	4
Consumer Cyclical	12.7%	$7,780,832	3
Technology	8.4%	$5,168,950	4
Industrials	0.9%	$536,880	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
UNIT	Uniti Group Inc.	+620,000	1,401,907	$16,079,873
LUMN	Lumen Technologies, Inc.	+30,000	332,816	$2,556,026
HOOD	Robinhood Markets, Inc.	+3,000	10,500	$1,052,940
HD	Home Depot, Inc.	+2,700	9,050	$3,191,754
HLT	Hilton Worldwide Holdings Inc.	+2,300	9,550	$3,155,893
SNOW	Snowflake Inc.	+2,000	6,600	$1,679,700
MA	Mastercard Inc	+1,000	6,300	$3,235,680
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
ECHO	EchoStar CORP	−18,000	31,500	$3,197,250
CORZ	Core Scientific, Inc.	−7,000	42,000	$1,074,780
NFLX	Netflix Inc	−3,500	37,000	$2,641,800
BX	Blackstone Inc.	−3,000	27,600	$3,247,692
SPOT	Spotify Technology S.A.	−1,100	3,000	$1,377,390
META	Meta Platforms, Inc.	−200	3,900	$2,196,831
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
GOOGM	Alphabet Inc.	63,000	$3,206,070
GOOGN	Alphabet Inc.	63,000	$3,168,900
V	Visa Inc.	5,000	$1,715,450
APLD	Applied Digital Corp.	39,500	$1,473,350
BLDR	Builders FirstSource, Inc.	6,000	$536,880
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
DY	Dycom Industries Inc	6,500	$2,202,330
DASH	DoorDash, Inc.	9,500	$1,426,425
ORCL	Oracle Corp	9,500	$1,397,545
NOW	ServiceNow, Inc.	12,450	$1,301,647
NCLH	Norwegian Cruise Line Holdings Ltd.	65,600	$1,226,720
T	At&T Inc.	32,000	$927,680
ZS	Zscaler, Inc.	5,200	$729,508
OPTU	Optimum Communications, Inc.	200,000	$260,000
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

21 tracked positions · $61,418,714 total · filing declares 32 positions · $137,089,046 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
UNIT	Uniti Group Inc. Real Estate	Added	1,401,907	+620,000	$16,079,873	+119.2%	3	before history	26.18%
TDS	Telephone & Data Systems Inc Communication Services	Held	115,000	0	$4,256,150	−12.1%	3	before history	6.93%
BX	Blackstone Inc. Financial Services	Reduced	27,600	-3,000	$3,247,692	−7.7%	3	before history	5.29%
MA	Mastercard Inc Financial Services	Added	6,300	+1,000	$3,235,680	+22.2%	3	before history	5.27%
GOOGM	Alphabet Inc. Communication Services	NEW	63,000	NEW	$3,206,070	NEW	1	unpriced	5.22%
ECHO	EchoStar CORP Communication Services	Reduced	31,500	-18,000	$3,197,250	−44.8%	3	before history	5.21%
HD	Home Depot, Inc. Consumer Cyclical	Added	9,050	+2,700	$3,191,754	+52.8%	3	before history	5.20%
GOOGN	Alphabet Inc. Communication Services	NEW	63,000	NEW	$3,168,900	NEW	1	unpriced	5.16%
HLT	Hilton Worldwide Holdings Inc. Consumer Cyclical	Added	9,550	+2,300	$3,155,893	+43.2%	3	before history	5.14%
NFLX	Netflix Inc Communication Services	Reduced	37,000	-3,500	$2,641,800	−32.2%	2	$88.11	4.30%
LUMN	Lumen Technologies, Inc. Communication Services	Added	332,816	+30,000	$2,556,026	+21.5%	3	before history	4.16%
META	Meta Platforms, Inc. Communication Services	Reduced	3,900	-200	$2,196,831	−6.3%	3	before history	3.58%
V	Visa Inc. Financial Services	NEW	5,000	NEW	$1,715,450	NEW	1	$321.04	2.79%
SNOW	Snowflake Inc. Technology	Added	6,600	+2,000	$1,679,700	+142.1%	2	$184.76	2.73%
APLD	Applied Digital Corp. Technology	NEW	39,500	NEW	$1,473,350	NEW	1	$38.59	2.40%
LOW	Lowes Companies Inc Consumer Cyclical	Held	6,500	0	$1,433,185	−6.7%	2	$260.81	2.33%
SPOT	Spotify Technology S.A. Communication Services	Reduced	3,000	-1,100	$1,377,390	−30.7%	3	before history	2.24%
CORZ	Core Scientific, Inc. Technology	Reduced	42,000	-7,000	$1,074,780	+46.6%	2	$17.06	1.75%
HOOD	Robinhood Markets, Inc. Financial Services	Added	10,500	+3,000	$1,052,940	+102.6%	2	$86.62	1.71%
STRK	Strategy Inc Technology	Held	16,000	0	$941,120	−16.8%	3	before history	1.53%
BLDR	Builders FirstSource, Inc. Industrials	NEW	6,000	NEW	$536,880	NEW	1	$79.86	0.87%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.