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Portfolio (Quarterly) Guide ↗

Sentinel Dome Partners, LLC

· CIK 0002114194
13F Portfolio $105M AUM 29 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 5 Added 11 Reduced 9 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 Live Nation Entertainment Inc 5,375,000.0 $5.8M 5.53% -14.0M -72.3% $1.08
2 TDS Telephone and Data Systems Inc Communication Services 115,000.0 $4.8M 4.61% -5K -4.2% $42.10 -1.2%
3 BX Blackstone Inc Financial Services 30,600.0 $3.5M 3.35% -8K -20.7% $114.99 +3.1%
4 MA Mastercard Inc Financial Services 5,300.0 $2.6M 2.52% -5K -47.8% $499.66 -0.0%
5 META Meta Platforms Inc Communication Services 4,100.0 $2.3M 2.23% -1K -21.1% $572.13 +6.2%
6 HLT Hilton Worldwide Holdings Inc Consumer Cyclical 7,250.0 $2.2M 2.10% -5K -38.8% $304.08 +6.1%
7 HD Home Depot Inc Consumer Cyclical 6,350.0 $2.1M 1.99% -2K -27.4% $328.89 -4.6%
8 SPOT Spotify Technology SA Communication Services 4,100.0 $2.0M 1.89% -1K -24.1% $484.91 -10.6%
9 DASH DoorDash Inc Communication Services 9,500.0 $1.4M 1.36% -4K -30.7% $150.15 +6.1%
10 NOW ServiceNow Inc Technology 12,450.0 $1.3M 1.24% -2K -12.6% $104.55 -4.6%
11 NCLH Norwegian Cruise Line Holdings Ltd Consumer Cyclical 65,600.0 $1.2M 1.17% -10K -13.2% $18.70 -11.9%

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%