Portfolio (Quarterly)
Guide ↗
Sentinel Dome Partners, LLC
· CIK 0002114194| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corp | Technology | 14,900 | $7.2M | 4.90% | SOLD |
| 2 | — | Guidewire Software Inc | — | 6,500,000 | $7.2M | 4.87% | SOLD |
| 3 | IBM | International Business Machines Corp | Technology | 13,300 | $3.9M | 2.68% | SOLD |
| 4 | CCO | Clear Channel Outdoor Holdings Inc | Communication Services | 1,570,000 | $3.5M | 2.36% | SOLD |
| 5 | — | Nutanix Inc | — | 2,527,000 | $2.4M | 1.66% | SOLD |
| 6 | — | DigitalBridge Group Inc | — | 154,647 | $2.4M | 1.61% | SOLD |
| 7 | NXST | Nexstar Media Group Inc | Communication Services | 11,400 | $2.3M | 1.57% | SOLD |
| 8 | — | Coinbase Global Inc | — | 2,000,000 | $2.1M | 1.41% | SOLD |
| 9 | NTNX | Nutanix Inc | Technology | 34,000 | $1.8M | 1.20% | SOLD |
Sector Allocation
Communication Services
34.4%
Technology
20.6%
Real Estate
14.2%
Consumer Cyclical
13.6%
Financial Services
12.9%
Industrials
4.3%