EdgeMarket › What Digitalbridge Group, Inc. reported owning
What Digitalbridge Group, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.6BPositions
64Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| EQIX EQUINIX INC | 134.3M | 8.5% | 137.0K | 1,065.39 | +37.2% |
| SBAC SBA COMMUNICATIONS CORP | 100.4M | 6.3% | 583.2K | 182.59 | -18.4% |
| DOX AMDOCS LTD | 96.2M | 6.1% | 1.5M | 61.40 | -29.4% |
| T AT&T INC. | 86.4M | 5.5% | 3.0M | 25.29 | -13.6% |
| AMZN AMAZON COM INC | 62.4M | 3.9% | 299.4K | 258.63 | +15.6% |
| ANET Arista Networks, Inc. | 61.6M | 3.9% | 502.1K | 188.65 | +43.5% |
| HPE Hewlett Packard Enterprise Co | 56.4M | 3.6% | 2.4M | 53.45 | +154.0% |
| NVDA NVIDIA CORP | 53.1M | 3.3% | 304.2K | 214.72 | +22.4% |
| LYV Live Nation Entertainment, Inc. | 52.4M | 3.3% | 343.9K | 181.82 | +12.3% |
| VRT Vertiv Holdings Co | 51.8M | 3.3% | 206.8K | 261.95 | +105.4% |
| IRM IRON MOUNTAIN INC | 51.5M | 3.2% | 504.0K | 122.02 | +33.7% |
| CIEN CIENA CORP | 51.3M | 3.2% | 132.1K | 395.79 | +356.8% |
| PWR QUANTA SERVICES, INC. | 48.7M | 3.1% | 88.8K | 639.34 | +70.1% |
| LITE Lumentum Holdings Inc. | 47.8M | 3.0% | 68.0K | 866.71 | +647.9% |
| NFLX NETFLIX INC | 46.9M | 3.0% | 487.5K | 79.59 | -34.4% |
| CRM Salesforce, Inc. | 43.9M | 2.8% | 235.3K | 209.17 | -15.1% |
| RCI ROGERS COMMUNICATIONS INC | 43.4M | 2.7% | 1.1M | 36.27 | +2.6% |
| SMTC SEMTECH CORP | 43.1M | 2.7% | 561.1K | 124.09 | +156.0% |
| DIS Walt Disney Co | 42.7M | 2.7% | 442.6K | 107.78 | -7.9% |
| STX Seagate Technology Holdings plc | 42.4M | 2.7% | 108.1K | 850.00 | +436.6% |
| WMG Warner Music Group Corp. | 39.7M | 2.5% | 1.6M | 27.13 | -16.4% |
| BE Bloom Energy Corp | 35.5M | 2.2% | 262.2K | 201.45 | +352.6% |
| TKO TKO Group Holdings, Inc. | 35.2M | 2.2% | 174.6K | 193.14 | +5.8% |
| CMCSA COMCAST CORP | 28.9M | 1.8% | 1.0M | 26.85 | -19.3% |
| ENTG ENTEGRIS INC | 24.0M | 1.5% | 204.8K | 143.66 | +80.9% |
| CCOI COGENT COMMUNICATIONS HOLDINGS, INC. | 21.5M | 1.4% | 1.1M | 9.17 | -75.5% |
| INVH Invitation Homes Inc. | 17.4M | 1.1% | 701.7K | 30.11 | -1.4% |
| unmapped CUSIP 023586506 | 15.5M | 1.0% | 347.9K | — | — |
| GLPI Gaming & Leisure Properties, Inc. | 15.4M | 1.0% | 346.0K | 43.55 | -8.3% |
| LXP LXP Industrial Trust | 11.4M | 0.7% | 247.1K | 60.90 | +40.0% |
| JAN Janus Living, Inc. | 9.7M | 0.6% | 411.9K | 30.71 | +4581.4% |
| CUBE CubeSmart | 9.2M | 0.6% | 251.1K | 40.89 | +2.3% |
| DLR DIGITAL REALTY TRUST, INC. | 9.2M | 0.6% | 51.0K | 190.62 | +15.3% |
| CPT CAMDEN PROPERTY TRUST | 8.5M | 0.5% | 86.8K | 107.59 | -0.8% |
| TRNO Terreno Realty Corp | 8.2M | 0.5% | 133.9K | 68.17 | +22.5% |
| MAC MACERICH CO | 8.0M | 0.5% | 423.0K | 24.38 | +41.7% |
| CIGI Colliers International Group Inc. | 7.4M | 0.5% | 69.3K | 107.06 | -34.2% |
| SNDA SONIDA SENIOR LIVING, INC. | 7.3M | 0.5% | 226.4K | 39.56 | +54.4% |
| KRG KITE REALTY GROUP TRUST | 5.1M | 0.3% | 207.9K | 26.15 | +18.7% |
| NXRT NexPoint Residential Trust, Inc. | 4.9M | 0.3% | 197.3K | 24.50 | -23.8% |
| unmapped CUSIP 966084204 | 4.6M | 0.3% | 283.0K | — | — |
| PSTL Postal Realty Trust, Inc. | 4.2M | 0.3% | 226.6K | 22.90 | +50.7% |
| AD ARRAY DIGITAL INFRASTRUCTURE, INC. | 4.0M | 0.3% | 87.5K | 35.66 | -33.5% |
| TDS TELEPHONE & DATA SYSTEMS INC /DE/ | 3.4M | 0.2% | 80.8K | 33.60 | -14.0% |
| unmapped CUSIP 26884U208 | 2.7M | 0.2% | 119.4K | — | — |
| unmapped CUSIP 26884U307 | 2.1M | 0.1% | 68.1K | — | — |
| LAMR LAMAR ADVERTISING CO/NEW | 1.9M | 0.1% | 15.3K | 150.77 | +23.0% |
| NN NEXTNAV INC. | 1.9M | 0.1% | 119.5K | 17.55 | +23.6% |
| PLD Prologis, Inc. | 1.6M | 0.1% | 12.3K | 141.80 | +28.7% |
| EGP EASTGROUP PROPERTIES INC | 1.6M | 0.1% | 8.8K | 201.00 | +21.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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