Sentinel Dome Partners, LLC holds a focused book of 32 reported positions worth $137.1M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened DoorDash, Inc. and trimmed Uniti Group Inc. Their largest long position is Uniti Group Inc at 12% of the reported non-option book. Cloning the disclosed picks since 2026 would be -2% (-4.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 6.2 points over this window.
Growth of $10,000 cloning Sentinel Dome Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
39% mapped to company sectors
+1 sector below the cut, under 0.5% together
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.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Sentinel Dome Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Newlands Management Operations LLC | 3 / 32 | $8.3B |
| Hardin Capital Partners, LLC | 4 / 32 | $94.7M |
| Legend Capital Advisors LLC | 4 / 32 | $80.7M |
| MFF Capital Investments Ltd | 6 / 32 | $684.9M |
| Explore Capital Management, LLC | 3 / 32 | $35.2M |
| Cryder Capital Partners LLP | 3 / 32 | $444.3M |
| Gavilan Investment Partners LLC | 4 / 32 | $113.4M |
| ValueAct Holdings, L.P. | 3 / 32 | $1.6B |
Ranked by the share of each fund's own book sitting in the names it shares with Sentinel Dome Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Uniti Group Inc COM | $16.1M | 1.40M | 11.7% | ▲+79% Added · +620K sh | |
| 2 | DoorDash, Inc. Convertible Bond | $14.4M | 14.50M | 10.5% | ▲New New position | |
| 3 | Live Nation Entertainment Inc Convertible Bond | $12.0M | 9.97M | 8.7% | ▲+86% Added · +4.6M sh | |
| 4 | Uniti Group Inc Convertible Bond | $11.5M | 9.25M | 8.4% | ▼−67% Reduced · −19.0M sh | |
| 5 | Cloudflare, Inc. Convertible Bond | $8.2M | 6.50M | 6.0% | ▲New New position | |
| 6 | Amazon.com Inc COM | $7.8M | 32.7K | 5.7% | ▲+3.1% Added · +1K sh | |
| 7 | NCL Corp Ltd Convertible Bond | $7.2M | 6.38M | 5.2% | ▲New New position | |
| 8 | Rubrik, Inc. Convertible Bond | $4.6M | 4.50M | 3.4% | ▲New New position | |
| 9 | Telephone and Data Systems Inc COM | $4.3M | 115.0K | 3.1% | —Held | |
| 10 | Oracle Corp Com | $3.7M | 82.5K | 2.7% | ▲New New position | |
| 11 | Royal Caribbean Cruises Ltd. COM | $3.5M | 10.9K | 2.5% | ▲New New position | |
| 12 | Blackstone Inc COM | $3.2M | 27.6K | 2.4% | ▼−9.8% Reduced · −3K sh | |
| 13 | Mastercard Inc COM | $3.2M | 6.3K | 2.4% | ▲+19% Added · +1K sh | |
| 14 | EchoStar Corp COM | $3.2M | 31.5K | 2.3% | ▼−36% Reduced · −18K sh | |
| 15 | Home Depot Inc COM | $3.2M | 9.1K | 2.3% | ▲+43% Added · +3K sh | |
| 16 | Alphabet Inc. COM | $3.2M | 63.0K | 2.3% | ▲New New position | |
| 17 | Alphabet Inc. COM | $3.2M | 63.0K | 2.3% | ▲New New position | |
| 18 | Hilton Worldwide Holdings Inc COM | $3.2M | 9.6K | 2.3% | ▲+32% Added · +2K sh | |
| 19 | Netflix COM | $2.6M | 37.0K | 1.9% | ▼−8.6% Reduced · −4K sh | |
| 20 | Lumen Technologies Inc COM | $2.6M | 332.8K | 1.9% | ▲+9.9% Added · +30K sh | |
| 21 | Meta Platforms Inc COM | $2.2M | 3.9K | 1.6% | ▼−4.9% Reduced · −200 sh | |
| 22 | Guidewire Software Inc Convertible Bond | $1.9M | 2.00M | 1.4% | ▲New New position | |
| 23 | Visa Inc. COM | $1.7M | 5.0K | 1.3% | ▲New New position | |
| 24 | Snowflake COM | $1.7M | 6.6K | 1.2% | ▲+43% Added · +2K sh | |
| 25 | Applied Digital Corp COM | $1.5M | 39.5K | 1.1% | ▲New New position | |
| 26 | Lowe's Companies COM | $1.4M | 6.5K | 1.0% | —Held | |
| 27 | Spotify Technology SA COM | $1.4M | 3.0K | 1.0% | ▼−27% Reduced · −1K sh | |
| 28 | Core Scientific COM | $1.1M | 42.0K | 0.8% | ▼−14% Reduced · −7K sh | |
| 29 | Robinhood Markets CL A COM | $1.1M | 10.5K | 0.8% | ▲+40% Added · +3K sh | |
| 30 | Shopify CL A Sub VTG COM | $971K | 8.5K | 0.7% | —Held | |
| 31 | Strategy Inc COM | $962K | 16.0K | 0.7% | —Held | |
| 32 | Builders FirstSource Inc COM | $537K | 6.0K | 0.4% | ▲New New position |
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Use Arkolith to show Sentinel Dome Partners, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.