2026 Q1 Portfolio Activity
In 2026 Q1, Sentinel Dome Partners, LLC maintained a portfolio of 38 distinct positions. The most significant new addition was NETFLIX, now representing 3.71% of the total fund value. They heavily accumulated shares in Uniti Group Inc, increasing the position by 1312.7%. Conversely, Sentinel Dome Partners, LLC completely exited their position in Uniti Group Inc.
Position History
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Total Positions
38
Quarter
2026 Q1
Top Holding
N/A (31.8%)
Top 10 Concentration
75.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-38 of 38
Sentinel Dome Partners, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
N/A
Uniti Group Inc
|
|
Bond/Debt | 31.76% | 21.28% |
#1
Prev: #1
|
7.0 | no change | no change |
P
S
|
28,253,000 | $33,379,716 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
UNIT
Uniti Group Inc
|
Real Estate | 6.98% | 3.73% |
#2
5
Prev: #7
|
5.3 | no change | no change |
P
S
|
781,907 | $7,334,288 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AMZN
Amazon.com Inc
|
Consumer Cyclical | 6.28% | 3.67% |
#3
5
Prev: #8
|
6.0 | 8,300 | 35.5% |
P
S
|
31,700 | $6,602,159 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
Live Nation Ent...
|
|
Bond/Debt | 5.53% | 13.94% |
#4
2
Prev: #2
|
2.7 | -14,000,000 | -72.3% |
P
S
|
5,375,000 | $5,809,048 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
SATS
EchoStar Corp
|
Communication Services | 5.51% | 3.55% |
#5
4
Prev: #9
|
3.2 | 1,500 | 3.1% |
P
S
|
49,500 | $5,794,965 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
Datadog Inc
|
|
Bond/Debt | 5.19% | 3.15% |
#6
5
Prev: #11
|
4.6 | 1,000,000 | 21.6% |
P
S
|
5,625,000 | $5,454,616 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
TDS
Telephone and D...
|
Communication Services | 4.61% | 3.35% |
#7
3
Prev: #10
|
2.3 | -5,000 | -4.2% |
P
S
|
115,000 | $4,841,500 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NFLX
NETFLIX
|
ETF | 3.71% | — |
#8
Prev: #—
|
5.0 | 40,500 | — |
NEW
|
40,500 | $3,894,075 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BX
Blackstone Inc
|
Financial Services | 3.35% | 4.05% |
#9
4
Prev: #5
|
1.3 | -8,000 | -20.7% |
P
S
|
30,600 | $3,518,694 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MA
Mastercard Inc
|
Financial Services | 2.52% | 3.94% |
#10
4
Prev: #6
|
1.0 | -4,850 | -47.8% |
P
S
|
5,300 | $2,648,198 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
META
Meta Platforms ...
|
Communication Services | 2.23% | 2.34% |
#11
3
Prev: #14
|
0.9 | -1,100 | -21.2% |
P
S
|
4,100 | $2,345,733 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HLT
Hilton Worldwid...
|
Consumer Cyclical | 2.10% | 2.32% |
#12
3
Prev: #15
|
0.8 | -4,600 | -38.8% |
P
S
|
7,250 | $2,204,580 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DY
DYCOM INDUSTRIE...
|
Industrials | 2.10% | — |
#13
Prev: #—
|
4.3 | 6,500 | — |
NEW
|
6,500 | $2,202,330 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LUMN
Lumen Technolog...
|
Communication Services | 2.00% | 0.47% |
#14
15
Prev: #29
|
3.8 | 213,000 | 237.2% |
P
S
|
302,816 | $2,104,571 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HD
Home Depot Inc
|
Consumer Cyclical | 1.99% | 2.05% |
#15
3
Prev: #18
|
0.8 | -2,400 | -27.4% |
P
S
|
6,350 | $2,088,452 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPOT
Spotify Technol...
|
Communication Services | 1.89% | 2.13% |
#16
Prev: #16
|
0.8 | -1,300 | -24.1% |
P
S
|
4,100 | $1,988,131 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LOW
LOWE'S COMPANIE...
|
Consumer Cyclical | 1.46% | — |
#17
Prev: #—
|
4.1 | 6,500 | — |
NEW
|
6,500 | $1,535,820 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DASH
DoorDash Inc
|
Consumer Cyclical | 1.36% | 2.11% |
#18
1
Prev: #17
|
0.5 | -4,200 | -30.7% |
P
S
|
9,500 | $1,426,425 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ORCL
Oracle Corp
|
Technology | 1.33% | 1.26% |
#19
5
Prev: #24
|
1.5 | no change | no change |
P
S
|
9,500 | $1,397,545 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NOW
ServiceNow Inc
|
Technology | 1.24% | 1.49% |
#20
2
Prev: #22
|
1.0 | -1,800 | -12.6% |
P
S
|
12,450 | $1,301,648 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NCLH
Norwegian Cruis...
|
Consumer Cyclical | 1.17% | 1.15% |
#21
5
Prev: #26
|
1.0 | -10,000 | -13.2% |
P
S
|
65,600 | $1,226,720 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
STRK
Strategy Inc
|
Technology | 1.08% | 0.86% |
#22
5
Prev: #27
|
1.4 | no change | no change |
P
S
|
16,000 | $1,131,200 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
SHOPIFY CL A SU...
|
|
Unknown | 0.96% | — |
#23
Prev: #—
|
3.9 | 8,500 | — |
NEW
|
8,500 | $1,008,270 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
T
AT&T
|
Communication Services | 0.88% | — |
#24
Prev: #—
|
3.9 | 32,000 | — |
NEW
|
32,000 | $927,680 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CORZ
CORE SCIENTIFIC
|
Technology | 0.70% | — |
#25
Prev: #—
|
3.8 | 49,000 | — |
NEW
|
49,000 | $733,040 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ZS
Zscaler Inc
|
Technology | 0.69% | 0.67% |
#26
2
Prev: #28
|
2.3 | 800 | 18.2% |
P
S
|
5,200 | $729,508 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SNOW
SNOWFLAKE
|
Technology | 0.66% | — |
#27
Prev: #—
|
3.8 | 4,600 | — |
NEW
|
4,600 | $693,772 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HOOD
ROBINHOOD MARKE...
|
Financial Services | 0.49% | — |
#28
Prev: #—
|
3.7 | 7,500 | — |
NEW
|
7,500 | $519,750 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ATUS
Optimum Communi...
|
Unknown | 0.25% | 0.22% |
#29
1
Prev: #30
|
1.1 | no change | no change |
P
S
|
200,000 | $260,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NTNX
Nutanix Inc
|
Technology | 0.00% | 1.20% |
Sold All 😨
(Was: #25) |
0.0 | -34,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
Coinbase Global...
|
|
Bond/Debt | 0.00% | 1.41% |
Sold All 😨
(Was: #23) |
0.0 | -2,000,000 | -100.0% |
CLOSED
|
— | $— | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
NXST
Nexstar Media G...
|
Communication Services | 0.00% | 1.57% |
Sold All 😨
(Was: #21) |
0.0 | -11,400 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DBRG
DigitalBridge G...
|
Financial Services | 0.00% | 1.61% |
Sold All 😨
(Was: #20) |
0.0 | -154,647 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
Nutanix Inc
|
|
Bond/Debt | 0.00% | 1.66% |
Sold All 😨
(Was: #19) |
0.0 | -2,527,000 | -100.0% |
CLOSED
|
— | $— | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
CCO
Clear Channel O...
|
Communication Services | 0.00% | 2.36% |
Sold All 😨
(Was: #13) |
0.0 | -1,570,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IBM
International B...
|
Technology | 0.00% | 2.68% |
Sold All 😨
(Was: #12) |
0.0 | -13,300 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
Guidewire Softw...
|
|
Bond/Debt | 0.00% | 4.87% |
Sold All 😨
(Was: #4) |
0.0 | -6,500,000 | -100.0% |
CLOSED
|
— | $— | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
MSFT
Microsoft Corp
|
Technology | 0.00% | 4.90% |
Sold All 😨
(Was: #3) |
0.0 | -14,900 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-38 of 38 holdings