Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| UNITUniti Group Inc | $16.1M | 20.8% | +79.3% |
| Amazon.com IncCUSIP 231351067 | $7.8M | 10.1% | +3.2% |
| TDSTelephone and Data Systems Inc | $4.3M | 5.5% | |
| Oracle CorpCUSIP 68389X204 | $3.7M | 4.8% | New |
| Royal Caribbean Cruises Ltd.CUSIP LR0008862 | $3.5M | 4.5% | New |
| BXBlackstone Inc | $3.2M | 4.2% | −9.8% |
| MAMastercard Inc | $3.2M | 4.2% | +18.9% |
| ECHOEchoStar Corp | $3.2M | 4.1% | −36.4% |
| HDHome Depot Inc | $3.2M | 4.1% | +42.5% |
| Alphabet Inc.CUSIP 02079K404 | $3.2M | 4.1% | New |
| Alphabet Inc.CUSIP 02079K602 | $3.2M | 4.1% | New |
| HLTHilton Worldwide Holdings Inc | $3.2M | 4.1% | +31.7% |
| NFLXNetflix | $2.6M | 3.4% | −8.6% |
| LUMNLumen Technologies Inc | $2.6M | 3.3% | +9.9% |
| METAMeta Platforms Inc | $2.2M | 2.8% | −4.9% |
| VVisa Inc. | $1.7M | 2.2% | New |
| SNOWSnowflake | $1.7M | 2.2% | +43.5% |
| APLDApplied Digital Corp | $1.5M | 1.9% | New |
| LOWLowe's Companies | $1.4M | 1.9% | |
| Spotify Technology SACUSIP L8681T102 | $1.4M | 1.8% | −26.8% |
| CORZCore Scientific | $1.1M | 1.4% | −14.3% |
| HOODRobinhood Markets Cl A | $1.1M | 1.4% | +40.0% |
| Shopify Cl A Sub VtgCUSIP CA82509L1 | $971K | 1.3% | |
| Strategy IncCUSIP 594972887 | $962K | 1.2% | |
| BLDRBuilders FirstSource Inc | $537K | 0.7% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CORZCore Scientific | March 31, 2026 | +71.1% | $1.1M |
| SNOWSnowflake | March 31, 2026 | +68.7% | $1.7M |
| UNITUniti Group Inc | December 31, 2025 | +63.6% | $16.1M |
| HOODRobinhood Markets Cl A | March 31, 2026 | +44.7% | $1.1M |
| HLTHilton Worldwide Holdings Inc | December 31, 2025 | +15.0% | $3.2M |
| HDHome Depot Inc | December 31, 2025 | +2.5% | $3.2M |
| LUMNLumen Technologies Inc | December 31, 2025 | −1.2% | $2.6M |
| ECHOEchoStar Corp | December 31, 2025 | −6.6% | $3.2M |
| LOWLowe's Companies | March 31, 2026 | −6.7% | $1.4M |
| TDSTelephone and Data Systems Inc | December 31, 2025 | −9.7% | $4.3M |
Sold off last quarter
- DYDycom Industries was $2.2M
- DASHDoorDash Inc was $1.4M
- ORCLOracle Corp was $1.4M
- NOWServiceNow Inc was $1.3M
- Norwegian Cruise Line Holdings LtdCUSIP G66721104 was $1.2M
- TAt&t was $928K
- ZSZscaler Inc was $730K
- OPTUOptimum Communications Inc was $260K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +3.9% | +14.8% |
| March 31, 2026 | −9.2% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Sentinel Dome Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2114194&type=13F-HR&dateb=&owner=include&count=40CIK 2114194
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2114194/000110465926096622/Filed August 14, 2026 · accession 0001104659-26-096622