Sentinel Dome Partners, LLC

BURLINGAME, CA · CIK 2114194 · 13F filing filed 2026-05-15

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$105.1m reported value -28.5% vs Q4 2025

29positions

75.4%in top 10

8 new 5 added 11 reduced 9 sold out vs Q4 2025

Holdings, Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	UNITI GROUP LLC NOTE 7.500%12/0 · principal UNIT 7.5 12.01.27 · principal	UNIT 7.5 12.01.27	28,253,000	$33.4m31.76%	31.76%	Unchanged
2	UNITI GROUP LLC COM SHS UNIT	UNIT	781,907	$7.3m6.98%	6.98%	Unchanged
3	Amazon.com Inc COM COM		31,700	$6.6m6.28%	6.28%	Added +8.3k	+8,300 35.5%
4	LIVE NATION ENTERTAINMENT IN NOTE 2.875% 1/1 · principal LYV 2.875 01.15.30 · principal	LYV 2.875 01.15.30	5,375,000	$5.8m5.53%	5.53%	Reduced -14.0m	-14,000,000 -72.3%
5	ECHOSTAR CORP CL A ECHO	ECHO	49,500	$5.8m5.51%	5.51%	Added +1.5k	+1,500 3.1%
6	DATADOG INC NOTE 12/0 · principal DDOG 0 12.01.29 · principal	DDOG 0 12.01.29	5,625,000	$5.5m5.19%	5.19%	Added +1.0m	+1,000,000 21.6%
7	TELEPHONE & DATA SYS INC COM NEW TDS	TDS	115,000	$4.8m4.61%	4.61%	Reduced -5.0k	-5,000 -4.2%
8	NETFLIX INC COM NFLX	NFLX	40,500	$3.9m3.71%	3.71%	New
9	BLACKSTONE INC COM BX	BX	30,600	$3.5m3.35%	3.35%	Reduced -8.0k	-8,000 -20.7%
10	MASTERCARD INCORPORATED CL A MA	MA	5,300	$2.6m2.52%	2.52%	Reduced -4.8k	-4,850 -47.8%
11	META PLATFORMS INC CL A META	META	4,100	$2.3m2.23%	2.23%	Reduced -1.1k	-1,100 -21.1%
12	HILTON WORLDWIDE HLDGS INC COM HLT	HLT	7,250	$2.2m2.10%	2.10%	Reduced -4.6k	-4,600 -38.8%
13	DYCOM INDS INC COM DY	DY	6,500	$2.2m2.10%	2.10%	New
14	LUMEN TECHNOLOGIES INC COM LUMN	LUMN	302,816	$2.1m2.00%	2.00%	Added +213.0k	+213,000 237.2%
15	HOME DEPOT INC COM HD	HD	6,350	$2.1m1.99%	1.99%	Reduced -2.4k	-2,400 -27.4%
16	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	4,100	$2.0m1.89%	1.89%	Reduced -1.3k	-1,300 -24.1%
17	LOWES COS INC COM LOW	LOW	6,500	$1.5m1.46%	1.46%	New
18	DOORDASH INC CL A DASH	DASH	9,500	$1.4m1.36%	1.36%	Reduced -4.2k	-4,200 -30.7%
19	ORACLE CORP COM ORCL	ORCL	9,500	$1.4m1.33%	1.33%	Unchanged
20	SERVICENOW INC COM NOW	NOW	12,450	$1.3m1.24%	1.24%	Reduced -1.8k	-1,800 -12.6%
21	NORWEGIAN CRUISE LINE HLDG L SHS NCLH	NCLH	65,600	$1.2m1.17%	1.17%	Reduced -10.0k	-10,000 -13.2%
22	STRATEGY INC SERIES A PERP PF MSTR 8 PERP	MSTR 8 PERP	16,000	$1.1m1.08%	1.08%	Unchanged
23	SHOPIFY CL A SUB VTG COM COM		8,500	$1.0m0.96%	0.96%	New
24	AT&T INC COM T	T	32,000	$927.7k0.88%	0.88%	New
25	CORE SCIENTIFIC INC NEW COM CORZ	CORZ	49,000	$733.0k0.70%	0.70%	New
26	ZSCALER INC COM ZS	ZS	5,200	$729.5k0.69%	0.69%	Added +800	+800 18.2%
27	SNOWFLAKE INC CL A SNOW	SNOW	4,600	$693.8k0.66%	0.66%	New
28	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	7,500	$519.8k0.49%	0.49%	New
29	ALTICE USA INC CL A OPTU	OPTU	200,000	$260.0k0.25%	0.25%	Unchanged

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
MICROSOFT CORP MSFT	MSFT	14,900	$7.2m14.9k shares
GUIDEWIRE SOFTWARE INC GWRE 1.25 11.01.29	GWRE 1.25 11.01.29	6,500,000	$7.2m6.5m shares
INTERNATIONAL BUSINESS MACHS IBM	IBM	13,300	$3.9m13.3k shares
CLEAR CHANNEL OUTDOOR HLDGS CCO	CCO	1,570,000	$3.5m1.6m shares
NUTANIX INC NTNX 0.5 12.15.29	NTNX 0.5 12.15.29	2,527,000	$2.4m2.5m shares
DIGITALBRIDGE GROUP INC		154,647	$2.4m154.6k shares
NEXSTAR MEDIA GROUP INC NXST	NXST	11,400	$2.3m11.4k shares
COINBASE GLOBAL INC COIN 0.25 04.01.30	COIN 0.25 04.01.30	2,000,000	$2.1m2.0m shares
NUTANIX INC NTNX	NTNX	34,000	$1.8m34.0k shares