Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

DoorDash, Inc. 11.7% Held

UNIT Uniti Group Inc. 9.7% Held

Uniti Group Inc 8.8% Held

Live Nation Entertainment Inc 7.5% Trimmed −18%

Amazon.com Inc 6.3% Trimmed −6%

Cloudflare, Inc. 5.9% Trimmed −31%

Rubrik, Inc. 5.2% Added +17%

NCL Corp Ltd 4.2% Trimmed −14%

MA Mastercard Inc 3.0% Added +6%

Guidewire Software Inc 3.0% Added +88%

GOOGM Alphabet Inc. 2.8% Added +8%GOOGN Alphabet Inc. 2.8% Added +8%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 14, 2026 filing

add_circleNew

VSAT $2.96M
SPCX $1.06M
MU $852K

arrow_upwardAdded

Guidewire Software Inc +88%
BLDR +55%
Rubrik, Inc. +17%
HOOD +10%

arrow_downwardTrimmed

ORCLPRD −56%
Shopify Cl A Sub VTG −51%
TDS −48%
LOW −46%

remove_circleSold out

NFLX $2.64M
CORZ $1.07M

Sentinel Dome Partners, LLC

Where the money is

Biggest moves since Jun 30, 2026

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