Sentinel Dome Partners, LLC
BURLINGAME CA · SEC CIK 0002114194
$1.37亿2026Q2 申报市值
32持仓数
65.4%前十大占比 · 第一大 11.7%
11 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DASH 新建仓+$1,435.74万
NET 新建仓+$824.53万
NCL CORP LTD 新建仓+$717.48万
UNIT 加仓+$711.14万
Live Nation Ente 加仓+$551.14万
2026Q2 卖出最多 按季末市值估算
UNIT 减仓-$2,353.38万
DDOG 清仓-$545.46万
GWRE 重新持有-$433.18万
DY 清仓-$220.23万
ECHO 减仓-$182.70万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| UNIT | Uniti Group Inc | $1,607.99万 | 11.73% | 1,401,907 | 620,000 | 79.3% | $711.14万 | 加仓 |
| DASH | DoorDash, Inc. | $1,435.74万 | 10.47% | 14,500,000 | 14,500,000 | — | $1,435.74万 | 新建仓 |
| — | Live Nation Entertainment Inc | $1,195.14万 | 8.72% | 9,975,000 | 4,600,000 | 85.6% | $551.14万 | 加仓 |
| UNIT | Uniti Group Inc | $1,146.10万 | 8.36% | 9,253,000 | -19,000,000 | -67.2% | -$2,353.38万 | 减仓 |
| NET | Cloudflare, Inc. | $824.53万 | 6.01% | 6,500,000 | 6,500,000 | — | $824.53万 | 新建仓 |
| — | Amazon.com Inc | $779.37万 | 5.69% | 32,700 | 1,000 | 3.2% | $23.83万 | 加仓 |
| — | NCL CORP LTD | $717.48万 | 5.23% | 6,375,000 | 6,375,000 | — | $717.48万 | 新建仓 |
| RBRK | Rubrik, Inc. | $460.13万 | 3.36% | 4,500,000 | 4,500,000 | — | $460.13万 | 新建仓 |
| TDS | Telephone and Data Systems Inc | $425.62万 | 3.10% | 115,000 | 0 | 0.0% | — | 不变 |
| — | Oracle Corp | $372.49万 | 2.72% | 82,500 | 82,500 | — | $372.49万 | 新建仓 |
| — | Royal Caribbean Cruises Ltd. | $346.11万 | 2.52% | 10,900 | 10,900 | — | $346.11万 | 新建仓 |
| BX | Blackstone Inc | $324.77万 | 2.37% | 27,600 | -3,000 | -9.8% | -$35.30万 | 减仓 |
| MA | Mastercard Inc | $323.57万 | 2.36% | 6,300 | 1,000 | 18.9% | $51.36万 | 加仓 |
| ECHO | EchoStar Corp | $319.73万 | 2.33% | 31,500 | -18,000 | -36.4% | -$182.70万 | 减仓 |
| HD | Home Depot Inc | $319.18万 | 2.33% | 9,050 | 2,700 | 42.5% | $95.22万 | 加仓 |
| — | Alphabet Inc. | $318.95万 | 2.33% | 63,000 | 63,000 | — | $318.95万 | 新建仓 |
| — | Alphabet Inc. | $316.89万 | 2.31% | 63,000 | 63,000 | — | $316.89万 | 新建仓 |
| HLT | Hilton Worldwide Holdings Inc | $315.59万 | 2.30% | 9,550 | 2,300 | 31.7% | $76.01万 | 加仓 |
| NFLX | NETFLIX | $264.18万 | 1.93% | 37,000 | -3,500 | -8.6% | -$24.99万 | 减仓 |
| LUMN | Lumen Technologies Inc | $255.60万 | 1.86% | 332,816 | 30,000 | 9.9% | $23.04万 | 加仓 |
| META | Meta Platforms Inc | $219.68万 | 1.60% | 3,900 | -200 | -4.9% | -$11.27万 | 减仓 |
| GWRE | Guidewire Software Inc | $192.53万 | 1.40% | 2,000,000 | -4,500,000 | -69.2% | -$433.18万 | 重新持有 |
| V | Visa Inc. | $171.54万 | 1.25% | 5,000 | 5,000 | — | $171.54万 | 新建仓 |
| SNOW | SNOWFLAKE | $167.97万 | 1.23% | 6,600 | 2,000 | 43.5% | $50.90万 | 加仓 |
| APLD | Applied Digital Corp | $147.34万 | 1.07% | 39,500 | 39,500 | — | $147.34万 | 新建仓 |
| LOW | LOWE'S COMPANIES | $143.32万 | 1.05% | 6,500 | 0 | 0.0% | — | 不变 |
| SPOT | Spotify Technology SA | $137.74万 | 1.00% | 3,000 | -1,100 | -26.8% | -$50.50万 | 减仓 |
| CORZ | CORE SCIENTIFIC | $107.48万 | 0.78% | 42,000 | -7,000 | -14.3% | -$17.91万 | 减仓 |
| HOOD | ROBINHOOD MARKETS CL A | $105.29万 | 0.77% | 10,500 | 3,000 | 40.0% | $30.08万 | 加仓 |
| — | SHOPIFY CL A SUB VTG | $97.05万 | 0.71% | 8,500 | 0 | 0.0% | — | 不变 |
| — | Strategy Inc | $96.15万 | 0.70% | 16,000 | 0 | 0.0% | — | 不变 |
| BLDR | Builders FirstSource Inc | $53.69万 | 0.39% | 6,000 | 6,000 | — | $53.69万 | 新建仓 |
| DDOG | Datadog Inc | $0 | 0.00% | 0 | -5,625,000 | -100.0% | -$545.46万 | 清仓 |
| DY | DYCOM INDUSTRIES | $0 | 0.00% | 0 | -6,500 | -100.0% | -$220.23万 | 清仓 |
| DASH | DoorDash Inc | $0 | 0.00% | 0 | -9,500 | -100.0% | -$142.64万 | 清仓 |
| ORCL | Oracle Corp | $0 | 0.00% | 0 | -9,500 | -100.0% | -$139.75万 | 清仓 |
| NOW | ServiceNow Inc | $0 | 0.00% | 0 | -12,450 | -100.0% | -$130.16万 | 清仓 |
| NCLH | Norwegian Cruise Line Holdings Ltd | $0 | 0.00% | 0 | -65,600 | -100.0% | -$122.67万 | 清仓 |
| T | AT&T | $0 | 0.00% | 0 | -32,000 | -100.0% | -$92.77万 | 清仓 |
| ZS | Zscaler Inc | $0 | 0.00% | 0 | -5,200 | -100.0% | -$72.95万 | 清仓 |
| OPTU | Optimum Communications Inc | $0 | 0.00% | 0 | -200,000 | -100.0% | -$26.00万 | 清仓 |