Sentinel Dome Partners, LLC

CIK

2114194

Location

BURLINGAME, CA

Portfolio Value

Micro $4,855,512

Diversification

Diversified

Filing Date

Global Rank

#6,434 / 8,232 ▼ 203

Top Industry

Telecom Services 26.9%

3Y Alpha vs SPY

-26.3%

Period ended 2 months ago

Filed May 15, 2026 · 30d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+1.3%

SPY

+9.1%

Annualised alpha

-26.3%

Max drawdown

−9.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

23 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

14.2%

+4.2 pts

Top 5

49.1%

+8.0 pts

Top 10

71.3%

+3.8 pts

HHI

694

Diversified+103

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Communication Services	42.8%	$22,156,655	8
Consumer Cyclical	16.4%	$8,481,996	5
Real Estate	14.2%	$7,334,287	1
Financial Services	12.9%	$6,686,642	3
Technology	9.4%	$4,855,512	5
Industrials	4.3%	$2,202,330	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
LUMN	Lumen Technologies, Inc.	+213,000	302,816	$2,104,571
SATS	EchoStar CORP	+1,500	49,500	$5,794,965
ZS	Zscaler, Inc.	+800	5,200	$729,508
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
NCLH	Norwegian Cruise Line Holdings Ltd.	−10,000	65,600	$1,226,720
BX	Blackstone Inc.	−8,000	30,600	$3,518,694
TDS	Telephone & Data Systems Inc /De/	−5,000	115,000	$4,841,500
MA	Mastercard Inc	−4,850	5,300	$2,648,198
HLT	Hilton Worldwide Holdings Inc.	−4,600	7,250	$2,204,580
DASH	DoorDash, Inc.	−4,200	9,500	$1,426,425
HD	Home Depot, Inc.	−2,400	6,350	$2,088,451
NOW	ServiceNow, Inc.	−1,800	12,450	$1,301,647
SPOT	Spotify Technology S.A.	−1,300	4,100	$1,988,131
META	Meta Platforms, Inc.	−1,100	4,100	$2,345,733
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
NFLX	Netflix Inc	40,500	$3,894,075
DY	Dycom Industries Inc	6,500	$2,202,330
LOW	Lowes Companies Inc	6,500	$1,535,820
T	At&T Inc.	32,000	$927,680
CORZ	Core Scientific, Inc./tx	49,000	$733,040
SNOW	Snowflake Inc.	4,600	$693,772
HOOD	Robinhood Markets, Inc.	7,500	$519,750
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
MSFT	Microsoft Corp	14,900	$7,205,938
IBM	International Business Machines Corp	13,300	$3,939,593
CCO	Clear Channel Outdoor Holdings, Inc.	1,570,000	$3,469,700
DBRG	DigitalBridge Group, Inc.	154,647	$2,372,284
NXST	Nexstar Media Group, Inc.	11,400	$2,314,770
NTNX	Nutanix, Inc.	34,000	$1,757,460
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

5 positions · $4,855,512 total · Technology only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ORCL	Oracle Corp Technology	Held	9,500	0	$1,397,545	−24.5%	28.78%
NOW	ServiceNow, Inc. Technology	Reduced	12,450	-1,800	$1,301,647	−40.4%	26.81%
CORZ	Core Scientific, Inc./tx Technology	NEW	49,000	NEW	$733,040	NEW	15.10%
ZS	Zscaler, Inc. Technology	Added	5,200	+800	$729,508	−26.3%	15.02%
SNOW	Snowflake Inc. Technology	NEW	4,600	NEW	$693,772	NEW	14.29%