Sentinel Dome Partners, LLC
BURLINGAME CA · SEC CIK 0002114194
$1.05亿2026Q1 申报市值
29持仓数
75.4%前十大占比 · 第一大 31.8%
8 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
NFLX 新建仓+$389.41万
DY 新建仓+$220.23万
Amazon.com Inc 加仓+$172.86万
LOW 新建仓+$153.58万
LUMN 加仓+$148.03万
2026Q1 卖出最多 按季末市值估算
Live Nation Ente 减仓-$1,513.05万
MSFT 清仓-$720.59万
IBM 清仓-$393.96万
Clear Channel Ou 清仓-$346.97万
NTNX 清仓-$243.87万
2026Q1 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 | $3,337.97万 | 31.76% | 28,253,000 | 0 | 0.0% | — | 不变 |
| UNIT | Uniti Group Inc | $733.43万 | 6.98% | 781,907 | 0 | 0.0% | — | 不变 |
| — | Amazon.com Inc | $660.22万 | 6.28% | 31,700 | 8,300 | 35.5% | $172.86万 | 加仓 |
| — | Live Nation Entertainment Inc | $580.90万 | 5.53% | 5,375,000 | -14,000,000 | -72.3% | -$1,513.05万 | 减仓 |
| ECHO | EchoStar Corp | $579.50万 | 5.51% | 49,500 | 1,500 | 3.1% | $17.56万 | 加仓 |
| DDOG | Datadog Inc | $545.46万 | 5.19% | 5,625,000 | 1,000,000 | 21.6% | $96.97万 | 加仓 |
| TDS | Telephone and Data Systems Inc | $484.15万 | 4.61% | 115,000 | -5,000 | -4.2% | -$21.05万 | 减仓 |
| NFLX | NETFLIX | $389.41万 | 3.71% | 40,500 | 40,500 | — | $389.41万 | 新建仓 |
| BX | Blackstone Inc | $351.87万 | 3.35% | 30,600 | -8,000 | -20.7% | -$91.99万 | 减仓 |
| MA | Mastercard Inc | $264.82万 | 2.52% | 5,300 | -4,850 | -47.8% | -$242.34万 | 减仓 |
| META | Meta Platforms Inc | $234.57万 | 2.23% | 4,100 | -1,100 | -21.2% | -$62.93万 | 减仓 |
| HLT | Hilton Worldwide Holdings Inc | $220.46万 | 2.10% | 7,250 | -4,600 | -38.8% | -$139.88万 | 减仓 |
| DY | DYCOM INDUSTRIES | $220.23万 | 2.10% | 6,500 | 6,500 | — | $220.23万 | 新建仓 |
| LUMN | Lumen Technologies Inc | $210.46万 | 2.00% | 302,816 | 213,000 | 237.2% | $148.03万 | 加仓 |
| HD | Home Depot Inc | $208.85万 | 1.99% | 6,350 | -2,400 | -27.4% | -$78.93万 | 减仓 |
| SPOT | Spotify Technology SA | $198.81万 | 1.89% | 4,100 | -1,300 | -24.1% | -$63.04万 | 减仓 |
| LOW | LOWE'S COMPANIES | $153.58万 | 1.46% | 6,500 | 6,500 | — | $153.58万 | 新建仓 |
| DASH | DoorDash Inc | $142.64万 | 1.36% | 9,500 | -4,200 | -30.7% | -$63.06万 | 减仓 |
| ORCL | Oracle Corp | $139.75万 | 1.33% | 9,500 | 0 | 0.0% | — | 不变 |
| NOW | ServiceNow Inc | $130.16万 | 1.24% | 12,450 | -1,800 | -12.6% | -$18.82万 | 减仓 |
| NCLH | Norwegian Cruise Line Holdings Ltd | $122.67万 | 1.17% | 65,600 | -10,000 | -13.2% | -$18.70万 | 减仓 |
| — | Strategy Inc | $113.12万 | 1.08% | 16,000 | 0 | 0.0% | — | 不变 |
| — | SHOPIFY CL A SUB VTG | $100.83万 | 0.96% | 8,500 | 8,500 | — | $100.83万 | 新建仓 |
| T | AT&T | $92.77万 | 0.88% | 32,000 | 32,000 | — | $92.77万 | 新建仓 |
| CORZ | CORE SCIENTIFIC | $73.30万 | 0.70% | 49,000 | 49,000 | — | $73.30万 | 新建仓 |
| ZS | Zscaler Inc | $72.95万 | 0.69% | 5,200 | 800 | 18.2% | $11.22万 | 加仓 |
| SNOW | SNOWFLAKE | $69.38万 | 0.66% | 4,600 | 4,600 | — | $69.38万 | 新建仓 |
| HOOD | ROBINHOOD MARKETS CL A | $51.98万 | 0.49% | 7,500 | 7,500 | — | $51.98万 | 新建仓 |
| OPTU | Optimum Communications Inc | $26.00万 | 0.25% | 200,000 | 0 | 0.0% | — | 不变 |
| MSFT | Microsoft Corp | $0 | 0.00% | 0 | -14,900 | -100.0% | -$720.59万 | 清仓 |
| GWRE | Guidewire Software Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBM | International Business Machines Corp | $0 | 0.00% | 0 | -13,300 | -100.0% | -$393.96万 | 清仓 |
| — | Clear Channel Outdoor Holdings Inc | $0 | 0.00% | 0 | -1,570,000 | -100.0% | -$346.97万 | 清仓 |
| NTNX | Nutanix Inc | $0 | 0.00% | 0 | -2,527,000 | -100.0% | -$243.87万 | 清仓 |
| — | DigitalBridge Group Inc | $0 | 0.00% | 0 | -154,647 | -100.0% | -$237.23万 | 清仓 |
| NXST | Nexstar Media Group Inc | $0 | 0.00% | 0 | -11,400 | -100.0% | -$231.48万 | 清仓 |
| COIN | Coinbase Global Inc | $0 | 0.00% | 0 | -2,000,000 | -100.0% | -$207.45万 | 清仓 |
| NTNX | Nutanix Inc | $0 | 0.00% | 0 | -34,000 | -100.0% | -$175.75万 | 清仓 |