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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
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NCLH Norwegian Cruise Line Holdings Ltd Consumer Cyclical 65,600.0 $1.2M 1.17% -10K -13.2% $18.70 -20.9%
22 Strategy Inc 16,000.0 $1.1M 1.08% $70.70
23 SHOPIFY CL A SUB VTG 8,500.0 $1.0M 0.96% NEW $118.62
24 T AT&T Communication Services 32,000.0 $928K 0.88% NEW $28.99 -13.8%
25 CORZ CORE SCIENTIFIC Technology 49,000.0 $733K 0.70% NEW $14.96 +53.2%
26 ZS Zscaler Inc Technology 5,200.0 $730K 0.69% +800.0 +18.2% $140.29 +24.9%
27 SNOW SNOWFLAKE Technology 4,600.0 $694K 0.66% NEW $150.82 +12.4%
28 HOOD ROBINHOOD MARKETS CL A Financial Services 7,500.0 $520K 0.49% NEW $69.30 +7.0%
29 OPTU Optimum Communications Inc Communication Services 200,000.0 $260K 0.25% $1.30 -48.2%
Page 2 of 2  ·  29 positions

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%