Sentinel Dome Partners, LLC 13F 持仓 · 2026年Q2
Sentinel Dome Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 28 只证券，申报市值合计 1.37 亿美元。前几大持仓：UNIT（11.73%）、DASH（10.47%）、LYV（8.72%）。本季前 25 大持仓中：新建仓 11 只、增持 8 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | UNIT | Uniti Group Inc | $16.1M | 11.73% | 1.4M | 增持 |
| 2 | DASH | DoorDash, Inc. | $14.4M | 10.47% | 0 | 新建仓 |
| 3 | LYV | Live Nation Entertainment Inc | $12.0M | 8.72% | 0 | 增持 |
| 4 | UNIT | Uniti Group Inc | $11.5M | 8.36% | 0 | 减持 |
| 5 | NET | Cloudflare, Inc. | $8.2M | 6.01% | 0 | 新建仓 |
| 6 | AMZN | Amazon.com Inc | $7.8M | 5.69% | 32,700 | 增持 |
| 7 | NCL CORP LTD | $7.2M | 5.23% | 0 | 新建仓 | |
| 8 | RBRK | Rubrik, Inc. | $4.6M | 3.36% | 0 | 新建仓 |
| 9 | TDS | Telephone and Data Systems Inc | $4.3M | 3.10% | 115,000 | 持平 |
| 10 | ORCLPRD | Oracle Corp | $3.7M | 2.72% | 82,500 | 新建仓 |
| 11 | Royal Caribbean Cruises Ltd. | $3.5M | 2.52% | 10,900 | 新建仓 | |
| 12 | BX | Blackstone Inc | $3.2M | 2.37% | 27,600 | 减持 |
| 13 | MA | Mastercard Inc | $3.2M | 2.36% | 6,300 | 增持 |
| 14 | ECHO | EchoStar Corp | $3.2M | 2.33% | 31,500 | 减持 |
| 15 | GOOGM | Alphabet Inc. | $3.2M | 2.33% | 63,000 | 新建仓 |
| 16 | HD | Home Depot Inc | $3.2M | 2.33% | 9,050 | 增持 |
| 17 | GOOGN | Alphabet Inc. | $3.2M | 2.31% | 63,000 | 新建仓 |
| 18 | HLT | Hilton Worldwide Holdings Inc | $3.2M | 2.30% | 9,550 | 增持 |
| 19 | NFLX | NETFLIX | $2.6M | 1.93% | 37,000 | 减持 |
| 20 | LUMN | Lumen Technologies Inc | $2.6M | 1.86% | 332,816 | 增持 |
| 21 | META | Meta Platforms Inc | $2.2M | 1.60% | 3,900 | 减持 |
| 22 | GWRE | Guidewire Software Inc | $1.9M | 1.40% | 0 | 新建仓 |
| 23 | V | Visa Inc. | $1.7M | 1.25% | 5,000 | 新建仓 |
| 24 | SNOW | SNOWFLAKE | $1.7M | 1.23% | 6,600 | 增持 |
| 25 | APLD | Applied Digital Corp | $1.5M | 1.07% | 39,500 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR