Digitalbridge Group, Inc.

Holdings as of Jun 30, 2026 · filed Aug 14, 2026

$1670551605
Portfolio value
60
Positions
Source: SEC 13-F ↗
Original filing
# Holding Value % Port. Δ Shares Change (QoQ)
1 Equinix Inc $113302581 6.78% -28308 -20.66%
2 Amdocs Ltd $90358041 5.41% +313792 +21.29%
3 American Tower Corp $82577171 4.94% NEW BUY
4 Arista Networks Inc $69345526 4.15% -93896 -18.70%
5 Amazon Com Inc $66235877 3.96% -21533 -7.19%
6 Ciena Corp $63750235 3.82% -2127 -1.61%
7 Axon Enterprise Inc $63289506 3.79% NEW BUY
8 Vertiv Holdings Co $60699183 3.63% -25501 -12.33%
9 Live Nation Entertainment In $59175477 3.54% -20687 -6.02%
10 Semtech Corp $58462161 3.50% -199899 -35.63%
11 Iron Mtn Inc Del $57739586 3.46% -46895 -9.30%
12 Sba Communications Corp $56512726 3.38% -262985 -45.09%
13 Entegris Inc $54244156 3.25% +96806 +47.27%
14 Lumentum Hldgs Inc $53938509 3.23% -5166 -7.59%
15 Nvidia Corporation $53128896 3.18% -38685 -12.72%
16 Seagate Technology Hldngs Pl $53101055 3.18% -53094 -49.11%
17 Hewlett Packard Enterprise C $51346953 3.07% -1228502 -51.91%
18 T-Mobile Us Inc $50645906 3.03% NEW BUY
19 Warner Music Group Corp $48148623 2.88% +226137 +14.57%
20 Netflix Inc. $46941503 2.81% +169919 +34.85%
21 Disney Walt Co $44441319 2.66% +19103 +4.32%
22 Quanta Svcs Inc $39971581 2.39% -33271 -37.47%
23 Bloom Energy Corp $37969175 2.27% -136815 -52.17%
24 Salesforce Inc $37898561 2.27% +6582 +2.80%
25 Comcast Corp New $31570415 1.89% +277989 +27.58%
26 Rogers Communications Inc $29481278 1.76% -220917 -19.56%
27 Invitation Homes Inc $17724207 1.06% -115000 -16.39%
28 U Haul Holding Company $15922950 0.95% -71939 -20.68%
29 Gaming & Leisure P $15585500 0.93% +4000 +1.16%
30 Janus Living Inc $15556962 0.93% +129367 +31.40%
31 Sonida Senior Living Inc $12643920 0.76% +83500 +36.88%
32 Avalonbay Cmntys Inc $12557320 0.75% +61550 +1231.00%
33 Prologis Inc. $8859739 0.53% +20650 +46.15%
34 Camden Ppty Tr $8712689 0.52% -10700 -12.33%
35 Terreno Rlty Corp $8484870 0.51% -2900 -2.17%
36 Macerich Co $7423493 0.44% -128300 -30.33%
37 Nexpoint Residential Tr Inc $7236975 0.43% +61904 +31.38%
38 Telephone & Data Sys Inc $6988636 0.42% +108031 +133.70%
39 Extra Space Storage Inc $6371405 0.38% NEW BUY
40 Colliers Intl Group Inc $6237035 0.37% -2800 -4.04%
41 Smartstop Self Storag Reit I $5921500 0.35% NEW BUY
42 Postal Realty Trust Inc $5865823 0.35% +11490 +5.07%
43 Lxp Industrial Trust $4746828 0.28% -159000 -64.35%
44 Chiron Real Estate Inc $4236496 0.25% NEW BUY
45 American Healthcare Reit Inc $4067699 0.24% NEW BUY
46 Digital Rlty Tr Inc $2621868 0.16% -36400 -71.37%
47 Epr Pptys $1969740 0.12% -6114 -8.98%
48 Epr Pptys $1921500 0.12% -44398 -37.18%
49 Lamar Advertising Co $1871760 0.11% -3300 -21.57%
50 Eastgroup Pptys Inc $1741758 0.10% -200 -2.27%
51 Jones Lang Lasalle Inc $1487760 0.09% +800 +20.00%
52 Realty Income Corp $1462256 0.09% -5400 -18.62%
53 Equity Lifestyle Properties $1430790 0.09% +11600 +109.43%
54 First Indl Rlty Tr Inc $1379475 0.08% +3600 +19.05%
55 Simon Ppty Group Inc New $1118250 0.07% -2600 -34.21%
56 Nextnav Inc $1034140 0.06% -61500 -51.46%
57 Nvr Inc $953876 0.06% NEW BUY
58 Canadian Pacific Kansas City $875165 0.05% +1100 +12.22%
59 Starwood Ppty Tr Inc $733824 0.04% Held
60 Array Digital Infrastructure $529396 0.03% -72950 -83.32%

Closed last quarter

At&T Inc Tko Group Holdings Inc Cogent Comm Holdings Inc Cubesmart Kite Realty Group Trust Whitestone Reit Welltower Inc Forgent Power Solutions Inc Industrial Logistics Pptys T Kimco Realty Corp Ishares Tr

Holdings disclosed quarterly to the SEC on Form 13-F and may be up to 45 days old. Values as reported. For research only — not investment advice.