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The Analysis of Sentinel Dome Partners, LLC's Holdings & P&L

Currently, Sentinel Dome Partners, LLC holds 29 types of securities in its portfolio with a total value $105.1M. In the most recent quarter, they have increased their positions in NFLX (+40.5K shares, valued at $3.9M), DY (+6.5K shares, valued at $2.2M), N/A (+8.3K shares, valued at $1.7M); decreased their positions in N/A (-14.0M shares, valued at $15.1M), MA (-4.8K shares, valued at $2.4M), HLT (-4.6K shares, valued at $1.4M); initiated new positions in NFLX (+40.5K shares, valued at $3.9M), DY (+6.5K shares, valued at $2.2M), LOW (+6.5K shares, valued at $1.5M).

1M P&L

+10.0K+0.03%

3M P&L

-961.6K-2.62%

HY P&L

-1.6M-4.35%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Telecom Services7.9M

18.7%

2Communication Equipment5.8M

13.8%

3Internet Content & Information5.8M

13.7%

Top Industries by Stock Count

1Telecom Services3 stocks

13.6%

2Software - Infrastructure3 stocks

13.6%

3Internet Content & Information3 stocks

13.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

Uniti Group Inc Uniti Group Inc28.3M shares0.00%2026-03-312026-05-15

Uniti Group Inc Uniti Group Inc781.9K shares0.00%2026-03-312026-05-15

Amazon.com Inc Amazon.com Inc31.7K shares35.47%2026-03-312026-05-15

Live Nation Entertainment Inc Live Nation Entertainment Inc5.4M shares-72.26%2026-03-312026-05-15

SATS EchoStar Corp49.5K shares3.13%2026-03-312026-05-15

Datadog Inc Datadog Inc5.6M shares21.62%2026-03-312026-05-15

TDS Telephone and Data Systems Inc115.0K shares-4.17%2026-03-312026-05-15

NFLX NETFLIX40.5K sharesnew addition2026-03-312026-05-15

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Blackstone Inc Blackstone Inc30.6K shares-20.73%2026-03-312026-05-15

MA Mastercard Inc5.3K shares-47.78%2026-03-312026-05-15

META Meta Platforms Inc4.1K shares-21.15%2026-03-312026-05-15

HLT Hilton Worldwide Holdings Inc7.3K shares-38.82%2026-03-312026-05-15

DY DYCOM INDUSTRIES6.5K sharesnew addition2026-03-312026-05-15

LUMN Lumen Technologies Inc302.8K shares237.15%2026-03-312026-05-15

HD Home Depot Inc6.3K shares-27.43%2026-03-312026-05-15

SPOT Spotify Technology SA4.1K shares-24.07%2026-03-312026-05-15

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LOW LOWE'S COMPANIES6.5K sharesnew addition2026-03-312026-05-15

DASH DoorDash Inc9.5K shares-30.66%2026-03-312026-05-15

ORCL Oracle Corp9.5K shares0.00%2026-03-312026-05-15

NOW ServiceNow Inc12.4K shares-12.63%2026-03-312026-05-15

NCLH Norwegian Cruise Line Holdings Ltd65.6K shares-13.23%2026-03-312026-05-15

STRK Strategy Inc16.0K shares0.00%2026-03-312026-05-15

SHOPIFY CL A SUB VTG SHOPIFY CL A SUB VTG8.5K sharesnew addition2026-03-312026-05-15

T AT&T32.0K sharesnew addition2026-03-312026-05-15

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CORZ CORE SCIENTIFIC49.0K sharesnew addition2026-03-312026-05-15

ZS Zscaler Inc5.2K shares18.18%2026-03-312026-05-15

SNOW SNOWFLAKE4.6K sharesnew addition2026-03-312026-05-15

HOOD ROBINHOOD MARKETS CL A7.5K sharesnew addition2026-03-312026-05-15

ATUS Optimum Communications Inc200.0K shares0.00%2026-03-312026-05-15

Uniti Group Inc

0.00%

Shares28.3M

Event2026-03-31

Filed2026-05-15

Uniti Group Inc

0.00%

Shares781.9K

Event2026-03-31

Filed2026-05-15

Amazon.com Inc

35.47%

Shares31.7K

Event2026-03-31

Filed2026-05-15

Live Nation Entertainment Inc

-72.26%

Shares5.4M

Event2026-03-31

Filed2026-05-15

SATS

EchoStar Corp

3.13%

Shares49.5K

Event2026-03-31

Filed2026-05-15

Datadog Inc

21.62%

Shares5.6M

Event2026-03-31

Filed2026-05-15

TDS

Telephone and Data Systems Inc

-4.17%

Shares115.0K

Event2026-03-31

Filed2026-05-15

NFLX

NETFLIX

New

Shares40.5K

Event2026-03-31

Filed2026-05-15

Blackstone Inc

-20.73%

Shares30.6K

Event2026-03-31

Filed2026-05-15

Mastercard Inc

-47.78%

Shares5.3K

Event2026-03-31

Filed2026-05-15