Sentinel Dome Partners, LLC

Q2 2026 13F-HR Holdings

Location
Burlingame, CA
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
32
Total value ($000)
$137,089
Net value change ($000)
+31,987 (30.4%)
New positions
7
Sold out positions
8
Turnover %
34.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
UNIT 8,746 119.3%
ORCL 3,725 NEW
Royal Caribbean Cruises Ltd. 3,461 NEW
Alphabet Inc. 3,189 NEW
Alphabet Inc. 3,169 NEW
V 1,715 NEW
APLD 1,473 NEW
Amazon.com Inc 1,192 18.1%
HD 1,104 52.9%
SNOW 986 142.1%
Top Reduces (Value $000, Stocks/ETFs)
SATS -2,598 -44.8%
DY -2,202 -100.0%
DASH -1,426 -100.0%
ORCL -1,398 -100.0%
NOW -1,302 -100.0%
NFLX -1,252 -32.2%
NCLH -1,227 -100.0%
T -928 -100.0%
ZS -730 -100.0%
SPOT -611 -30.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type