Fund Universe

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☆Sentinel Dome Partners, LLC

CIK 0002114194 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.027
AUM ($M)
137
Positions
32
Turnover
0.48
Top-10 wt
65%
Herfindahl
0.058
History (qtrs)
3
Excess Return
not eligible

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Quarter
Activity this period
Security type

Holdings · 41 positions · portfolio value $137M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆UNIT funds › Uniti Group Inc ADD — 11.7% +4.8% 16.1 1,401,907 +620,000 2 —
☆CUSIP:25809KAB1 funds › DoorDash, Inc. NEW — 10.5% +10.5% 14.4 14,500,000 +14,500,000 1 —
☆CUSIP:538034BC2 funds › Live Nation Entertainment Inc ADD — 8.7% +3.2% 12.0 9,975,000 +4,600,000 2 —
☆CUSIP:91325VAB4 funds › Uniti Group Inc TRIM — 8.4% -23.4% 11.5 9,253,000 -19,000,000 2 —
☆CUSIP:18915MAF4 funds › Cloudflare, Inc. NEW — 6.0% +6.0% 8.2 6,500,000 +6,500,000 1 —
☆CUSIP:231351067 funds › Amazon.com Inc ADD — 5.7% -0.6% 7.8 32,700 +1,000 2 —
☆CUSIP:62886HBT7 funds › NCL CORP LTD NEW — 5.2% +5.2% 7.2 6,375,000 +6,375,000 1 —
☆CUSIP:781154AD1 funds › Rubrik, Inc. NEW — 3.4% +3.4% 4.6 4,500,000 +4,500,000 1 —
☆TDS funds › Telephone and Data Systems Inc HOLD — 3.1% -1.5% 4.3 115,000 +0 2 —
☆ORCLPRD funds › Oracle Corp NEW — 2.7% +2.7% 3.7 82,500 +82,500 1 —
☆CUSIP:LR0008862 funds › Royal Caribbean Cruises Ltd. NEW — 2.5% +2.5% 3.5 10,900 +10,900 1 —
☆BX funds › Blackstone Inc TRIM — 2.4% -1.0% 3.2 27,600 -3,000 2 —
☆MA funds › Mastercard Inc ADD — 2.4% -0.2% 3.2 6,300 +1,000 2 —
☆ECHO funds › EchoStar Corp TRIM — 2.3% -3.2% 3.2 31,500 -18,000 2 —
☆HD funds › Home Depot Inc ADD — 2.3% +0.3% 3.2 9,050 +2,700 2 —
☆GOOGM funds › Alphabet Inc. NEW — 2.3% +2.3% 3.2 63,000 +63,000 1 —
☆GOOGN funds › Alphabet Inc. NEW — 2.3% +2.3% 3.2 63,000 +63,000 1 —
☆HLT funds › Hilton Worldwide Holdings Inc ADD — 2.3% +0.2% 3.2 9,550 +2,300 2 —
☆NFLX funds › NETFLIX TRIM — 1.9% -1.8% 2.6 37,000 -3,500 2 —
☆LUMN funds › Lumen Technologies Inc ADD — 1.9% -0.1% 2.6 332,816 +30,000 2 —
☆META funds › Meta Platforms Inc TRIM — 1.6% -0.6% 2.2 3,900 -200 2 —
☆CUSIP:40171VAC4 funds › Guidewire Software Inc NEW — 1.4% +1.4% 1.9 2,000,000 +2,000,000 1 —
☆V funds › Visa Inc. NEW — 1.3% +1.3% 1.7 5,000 +5,000 1 —
☆SNOW funds › SNOWFLAKE ADD — 1.2% +0.6% 1.7 6,600 +2,000 2 —
☆APLD funds › Applied Digital Corp NEW — 1.1% +1.1% 1.5 39,500 +39,500 1 —
☆LOW funds › LOWE'S COMPANIES HOLD — 1.0% -0.4% 1.4 6,500 +0 2 —
☆SPOT funds › Spotify Technology SA TRIM — 1.0% -0.9% 1.4 3,000 -1,100 2 —
☆CORZ funds › CORE SCIENTIFIC TRIM — 0.8% +0.1% 1.1 42,000 -7,000 2 —
☆HOOD funds › ROBINHOOD MARKETS CL A ADD — 0.8% +0.3% 1.1 10,500 +3,000 2 —
☆CUSIP:CA82509L1 funds › SHOPIFY CL A SUB VTG HOLD — 0.7% -0.3% 1.0 8,500 +0 2 —
☆STRK funds › Strategy Inc HOLD — 0.7% -0.4% 1.0 16,000 +0 2 —
☆BLDR funds › Builders FirstSource Inc NEW — 0.4% +0.4% 0.5 6,000 +6,000 1 —
☆NCLH funds › Norwegian Cruise Line Holdings Ltd EXIT — 0.0% -1.2% 0.0 0 -65,600 0 —
☆NOW funds › ServiceNow Inc EXIT — 0.0% -1.2% 0.0 0 -12,450 0 —
☆DY funds › DYCOM INDUSTRIES EXIT — 0.0% -2.1% 0.0 0 -6,500 0 —
☆CUSIP:23804LAD5 funds › Datadog Inc EXIT — 0.0% -5.2% 0.0 0 -5,625,000 0 —
☆ORCL funds › Oracle Corp EXIT — 0.0% -1.3% 0.0 0 -9,500 0 —
☆DASH funds › DoorDash Inc EXIT — 0.0% -1.4% 0.0 0 -9,500 0 —
☆ZS funds › Zscaler Inc EXIT — 0.0% -0.7% 0.0 0 -5,200 0 —
☆T funds › AT&T EXIT — 0.0% -0.9% 0.0 0 -32,000 0 —
☆OPTU funds › Optimum Communications Inc EXIT — 0.0% -0.2% 0.0 0 -200,000 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 137 32 0.48 65% 0.058 0.028 — in
2026Q1 105 29 0.34 75% 0.128 0.117 — entered
2025Q4 147 30 0.00 67% 0.084 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status