Sentinel Dome Partners, LLC

BURLINGAME, CA · CIK 2114194 · 13F filing filed 2026-08-14

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.

$137.1m reported value +30.4% vs Q1 2026

32positions

65.4%in top 10

12 new 9 added 7 reduced 9 sold out vs Q1 2026

Holdings, Q2 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 COM SHS UNIT	UNIT	1,401,907	$16.1m11.73%	11.73%	Added +620.0k	+620,000 79.3%
2	DOORDASH INC NOTE 5/1 · principal DASH 0 05.15.30 · principal	DASH 0 05.15.30	14,500,000	$14.4m10.47%	10.47%	New
3	LIVE NATION ENTERTAINMENT IN NOTE 2.875% 1/1 · principal LYV 2.875 01.15.30 · principal	LYV 2.875 01.15.30	9,975,000	$12.0m8.72%	8.72%	Added +4.6m	+4,600,000 85.6%
4	UNITI GROUP LLC NOTE 7.500%12/0 · principal UNIT 7.5 12.01.27 · principal	UNIT 7.5 12.01.27	9,253,000	$11.5m8.36%	8.36%	Reduced -19.0m	-19,000,000 -67.2%
5	CLOUDFLARE INC NOTE 6/1 · principal NET 0 06.15.30 · principal	NET 0 06.15.30	6,500,000	$8.2m6.01%	6.01%	New
6	Amazon.com Inc COM COM		32,700	$7.8m5.69%	5.69%	Added +1.0k	+1,000 3.1%
7	NCL CORP LTD NOTE 0.875% 4/1 · principal NCLH 0.875 04.15.30 · principal	NCLH 0.875 04.15.30	6,375,000	$7.2m5.23%	5.23%	New
8	RUBRIK INC. NOTE 6/1 · principal RBRK 0 06.15.30 · principal	RBRK 0 06.15.30	4,500,000	$4.6m3.36%	3.36%	New
9	TELEPHONE & DATA SYS INC COM NEW TDS	TDS	115,000	$4.3m3.10%	3.10%	Unchanged
10	ORACLE CORP 6.5 DEP CUM SR D ORCL 6.5 01.15.29 D	ORCL 6.5 01.15.29 D	82,500	$3.7m2.72%	2.72%	New
11	Royal Caribbean Cruises Ltd. COM COM		10,900	$3.5m2.52%	2.52%	New
12	BLACKSTONE INC COM BX	BX	27,600	$3.2m2.37%	2.37%	Reduced -3.0k	-3,000 -9.8%
13	MASTERCARD INCORPORATED CL A MA	MA	6,300	$3.2m2.36%	2.36%	Added +1.0k	+1,000 18.9%
14	ECHOSTAR CORP CL A ECHO	ECHO	31,500	$3.2m2.33%	2.33%	Reduced -18.0k	-18,000 -36.4%
15	HOME DEPOT INC COM HD	HD	9,050	$3.2m2.33%	2.33%	Added +2.7k	+2,700 42.5%
16	ALPHABET INC DEP SHS RP1/20 A GOOGL 6.25 05.15.29 A	GOOGL 6.25 05.15.29 A	63,000	$3.2m2.33%	2.33%	New
17	ALPHABET INC DEP SHS RP1/20 B GOOGL 6.25 05.15.29 B	GOOGL 6.25 05.15.29 B	63,000	$3.2m2.31%	2.31%	New
18	HILTON WORLDWIDE HLDGS INC COM HLT	HLT	9,550	$3.2m2.30%	2.30%	Added +2.3k	+2,300 31.7%
19	NETFLIX INC COM NFLX	NFLX	37,000	$2.6m1.93%	1.93%	Reduced -3.5k	-3,500 -8.6%
20	LUMEN TECHNOLOGIES INC COM LUMN	LUMN	332,816	$2.6m1.86%	1.86%	Added +30.0k	+30,000 9.9%
21	META PLATFORMS INC CL A META	META	3,900	$2.2m1.60%	1.60%	Reduced -200	-200 -4.9%
22	GUIDEWIRE SOFTWARE INC NOTE 1.250%11/0 · principal GWRE 1.25 11.01.29 · principal	GWRE 1.25 11.01.29	2,000,000	$1.9m1.40%	1.40%	New
23	VISA INC COM CL A V	V	5,000	$1.7m1.25%	1.25%	New
24	SNOWFLAKE INC CL A SNOW	SNOW	6,600	$1.7m1.23%	1.23%	Added +2.0k	+2,000 43.5%
25	APPLIED DIGITAL CORP COM NEW APLD	APLD	39,500	$1.5m1.07%	1.07%	New
26	LOWES COS INC COM LOW	LOW	6,500	$1.4m1.05%	1.05%	Unchanged
27	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	3,000	$1.4m1.00%	1.00%	Reduced -1.1k	-1,100 -26.8%
28	CORE SCIENTIFIC INC NEW COM CORZ	CORZ	42,000	$1.1m0.78%	0.78%	Reduced -7.0k	-7,000 -14.3%
29	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	10,500	$1.1m0.77%	0.77%	Added +3.0k	+3,000 40.0%
30	SHOPIFY CL A SUB VTG COM COM		8,500	$970.5k0.71%	0.71%	Unchanged
31	STRATEGY INC SERIES A PERP PF MSTR 8 PERP	MSTR 8 PERP	16,000	$961.5k0.70%	0.70%	Unchanged
32	BUILDERS FIRSTSOURCE INC COM BLDR	BLDR	6,000	$536.9k0.39%	0.39%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
DATADOG INC DDOG 0 12.01.29	DDOG 0 12.01.29	5,625,000	$5.5m5.6m shares
DYCOM INDS INC DY	DY	6,500	$2.2m6.5k shares
DOORDASH INC DASH	DASH	9,500	$1.4m9.5k shares
ORACLE CORP ORCL	ORCL	9,500	$1.4m9.5k shares
SERVICENOW INC NOW	NOW	12,450	$1.3m12.4k shares
NORWEGIAN CRUISE LINE HLDG L NCLH	NCLH	65,600	$1.2m65.6k shares
AT&T INC T	T	32,000	$927.7k32.0k shares
ZSCALER INC ZS	ZS	5,200	$729.5k5.2k shares
ALTICE USA INC OPTU	OPTU	200,000	$260.0k200.0k shares