Sentinel Dome Partners, LLC

Q3 2026 13F-HR Holdings

Location
Burlingame, CA
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
33
Total value ($000)
$121,364
Net value change ($000)
-15,725 (-11.5%)
New positions
3
Sold out positions
2
Turnover %
13.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VSAT 2,956 NEW
Space Exploration Technologies Corp 1,056 NEW
MU 852 NEW
MA 459 14.2%
SNOW 289 17.2%
MSTR 243 25.3%
HOOD 241 22.9%
Alphabet Inc. 205 6.5%
Alphabet Inc. 185 5.8%
SPOT 85 6.2%
Top Reduces (Value $000, Stocks/ETFs)
UNIT -4,332 -26.9%
NFLX -2,642 -100.0%
TDSPRU -2,221 -52.2%
ORCL -2,121 -56.9%
Royal Caribbean Cruises Ltd. -1,387 -40.1%
CORZ -1,075 -100.0%
SATS -1,006 -31.5%
LUMN -916 -35.8%
LOW -788 -55.0%
BX -771 -23.7%
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