Portfolio (Quarterly)
Guide ↗
Sentinel Dome Partners, LLC
· CIK 0002114194| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NFLX | NETFLIX | Communication Services | 40,500.0 | $3.9M | 3.71% | NEW | — | $96.15 | -7.1% |
| 2 | DY | DYCOM INDUSTRIES | Industrials | 6,500.0 | $2.2M | 2.10% | NEW | — | $338.82 | +22.0% |
| 3 | LOW | LOWE'S COMPANIES | Consumer Cyclical | 6,500.0 | $1.5M | 1.46% | NEW | — | $236.28 | -7.6% |
| 4 | — | SHOPIFY CL A SUB VTG | — | 8,500.0 | $1.0M | 0.96% | NEW | — | $118.62 | — |
| 5 | T | AT&T | Communication Services | 32,000.0 | $928K | 0.88% | NEW | — | $28.99 | -13.8% |
| 6 | CORZ | CORE SCIENTIFIC | Technology | 49,000.0 | $733K | 0.70% | NEW | — | $14.96 | +53.2% |
| 7 | SNOW | SNOWFLAKE | Technology | 4,600.0 | $694K | 0.66% | NEW | — | $150.82 | +12.4% |
| 8 | HOOD | ROBINHOOD MARKETS CL A | Financial Services | 7,500.0 | $520K | 0.49% | NEW | — | $69.30 | +7.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Communication Services
34.4%
Technology
20.6%
Real Estate
14.2%
Consumer Cyclical
13.6%
Financial Services
12.9%
Industrials
4.3%