Sentinel Dome Partners, LLC

Est. AUM

$105.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Uniti Group Inc	Convertible Bond	$33.4M	28253000	31.76%	SOLE
2	Uniti Group Inc	COM	$7.3M	781907	6.98%	SOLE
3	Amazon.com Inc	COM	$6.6M	31700	6.28%	SOLE
4	Live Nation Entertainment Inc	Convertible Bond	$5.8M	5375000	5.53%	SOLE
5	EchoStar Corp	COM	$5.8M	49500	5.51%	SOLE
6	Datadog Inc	Convertible Bond	$5.5M	5625000	5.19%	SOLE
7	Telephone and Data Systems Inc	COM	$4.8M	115000	4.61%	SOLE
8	NETFLIX	COM	$3.9M	40500	3.70%	SOLE
9	Blackstone Inc	COM	$3.5M	30600	3.35%	SOLE
10	Mastercard Inc	COM	$2.6M	5300	2.52%	SOLE
11	Meta Platforms Inc	COM	$2.3M	4100	2.23%	SOLE
12	Hilton Worldwide Holdings Inc	COM	$2.2M	7250	2.10%	SOLE
13	DYCOM INDUSTRIES	COM	$2.2M	6500	2.10%	SOLE
14	Lumen Technologies Inc	COM	$2.1M	302816	2.00%	SOLE
15	Home Depot Inc	COM	$2.1M	6350	1.99%	SOLE
16	Spotify Technology SA	COM	$2.0M	4100	1.89%	SOLE
17	LOWE'S COMPANIES	COM	$1.5M	6500	1.46%	SOLE
18	DoorDash Inc	COM	$1.4M	9500	1.36%	SOLE
19	Oracle Corp	COM	$1.4M	9500	1.33%	SOLE
20	ServiceNow Inc	COM	$1.3M	12450	1.24%	SOLE
21	Norwegian Cruise Line Holdings Ltd	COM	$1.2M	65600	1.17%	SOLE
22	Strategy Inc	COM	$1.1M	16000	1.08%	SOLE
23	SHOPIFY CL A SUB VTG	COM	$1.0M	8500	0.96%	SOLE
24	AT&T	COM	$928K	32000	0.88%	SOLE
25	CORE SCIENTIFIC	COM	$733K	49000	0.70%	SOLE
26	Zscaler Inc	COM	$730K	5200	0.69%	SOLE
27	SNOWFLAKE	COM	$694K	4600	0.66%	SOLE
28	ROBINHOOD MARKETS CL A	COM	$520K	7500	0.49%	SOLE
29	Optimum Communications Inc	COM	$260K	200000	0.25%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.