Arkolith/Funds/Sentinel Dome Partners, LLC

Sentinel Dome Partners, LLC

CIK 2114194
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Sentinel Dome Partners, LLC holds a focused book of 29 stocks worth $105.1M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Netflix Inc and trimmed Live Nation Entertainmen. Their largest long position is Uniti Group Inc at 32% of the equity book.

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Use Arkolith to show Sentinel Dome Partners, LLC's latest
holdings, largest changes, and filing provenance.
Opened
8
new positions
Added to
5
existing
Trimmed
11
reduced
Sold out
9
exited

Concentration

Top-heavy: focused book

Top 5 holdings
56%
Top 10 holdings
75%
Top 20 holdings
93%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

49% mapped to company sectors

ETF / fund or unclassified
51%
Communication Services
26%
Financials
7%
Information Technology
6%
Consumer Discretionary
6%
Industrials
5%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Sentinel Dome Partners, LLC

Manager / fundShared namesTheir $ in those
BlackRock, Inc.36 / 29$524.8B
STATE STREET CORP35 / 29$277.4B
FMR LLC35 / 29$200.2B
JPMORGAN CHASE & CO35 / 29$133.0B
MORGAN STANLEY35 / 29$123.9B
ROYAL BANK OF CANADA35 / 29$32.1B
WELLS FARGO & COMPANY/MN35 / 29$30.1B
Russell Investments Group, Ltd.35 / 29$8.1B

Ranked by how many of Sentinel Dome Partners, LLC's top 29 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

29 positions
#SecurityValueShares% PortLast moveHistory
1Uniti Group Inc
Convertible Bond
$33.4M28.25M
31.8%
Held
2Uniti Group Inc
COM
$7.3M781.9K
7.0%
Held
3Amazon.com Inc
COM
$6.6M31.7K
6.3%
+35%
Added · +8K sh
4Live Nation Entertainment Inc
Convertible Bond
$5.8M5.38M
5.5%
−72%
Reduced · −14.0M sh
5EchoStar Corp
COM
$5.8M49.5K
5.5%
+3.1%
Added · +2K sh
6Datadog Inc
Convertible Bond
$5.5M5.63M
5.2%
+22%
Added · +1.0M sh
7Telephone and Data Systems Inc
COM
$4.8M115.0K
4.6%
−4.2%
Reduced · −5K sh
8Netflix
COM
$3.9M40.5K
3.7%
New
New position
9Blackstone Inc
COM
$3.5M30.6K
3.3%
−21%
Reduced · −8K sh
10Mastercard Inc
COM
$2.6M5.3K
2.5%
−48%
Reduced · −5K sh
11Meta Platforms Inc
COM
$2.3M4.1K
2.2%
−21%
Reduced · −1K sh
12Hilton Worldwide Holdings Inc
COM
$2.2M7.3K
2.1%
−39%
Reduced · −5K sh
13Dycom Industries
COM
$2.2M6.5K
2.1%
New
New position
14Lumen Technologies Inc
COM
$2.1M302.8K
2.0%
+237%
Added · +213K sh
15Home Depot Inc
COM
$2.1M6.3K
2.0%
−27%
Reduced · −2K sh
16Spotify Technology SA
COM
$2.0M4.1K
1.9%
−24%
Reduced · −1K sh
17Lowe's Companies
COM
$1.5M6.5K
1.5%
New
New position
18DoorDash Inc
COM
$1.4M9.5K
1.4%
−31%
Reduced · −4K sh
19Oracle Corp
COM
$1.4M9.5K
1.3%
Held
20ServiceNow Inc
COM
$1.3M12.4K
1.2%
−13%
Reduced · −2K sh
21Norwegian Cruise Line Holdings Ltd
COM
$1.2M65.6K
1.2%
−13%
Reduced · −10K sh
22Strategy Inc
COM
$1.1M16.0K
1.1%
Held
23Shopify CL A Sub VTG
COM
$1.0M8.5K
1.0%
New
New position
24AT&T
COM
$928K32.0K
0.9%
New
New position
25Core Scientific
COM
$733K49.0K
0.7%
New
New position
26Zscaler Inc
COM
$730K5.2K
0.7%
+18%
Added · +800 sh
27Snowflake
COM
$694K4.6K
0.7%
New
New position
28Robinhood Markets CL A
COM
$520K7.5K
0.5%
New
New position
29Optimum Communications Inc
COM
$260K200.0K
0.2%
Held
Showing all 29 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202629$105.1M13F-HR
Q4 2025Dec 31, 2025Mar 5, 202630$147.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.