DigitalBridge Group, Inc.
DigitalBridge Group, Inc. reported 57 US-listed holdings worth $1.66 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Equinix Inc. (6.8%), Amdocs Ltd (5.4%) and American Tower Corp. (5.0%). Against the quarter before, it opened 8 positions, added to 19, trimmed 30 and sold out of 10.
Reported holdings$1.66B+5.5% on Q1 2026
Positions57-2 on Q1 2026
The largest ten43.7%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
OpenedAdded toTrimmed
The 14 largest of its 57 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 8Added 19Trimmed 30Sold out 10
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 8
- American Tower Corp. AMT$82.6 million
- Axon Enterprise, Inc. AXON$63.3 million
- T-Mobile US, Inc. TMUS$50.6 million
- Extra Space Storage Inc. EXR$6.4 million
- Smartstop Self Storag REIT I SMA$5.9 million
- Global Med REIT Inc. XRN$4.2 million
- American Healthcare Reit, Inc. AHR$4.1 million
- NVR Inc. NVR$953,876
Added to 19
- Entegris Inc. ENTG+96,806 shares · +47%
- Amdocs Ltd DOX+313,792 shares · +21%
- Netflix Inc. NFLX+169,919 shares · +35%
- Avalonbay Cmntys Inc. AVB+61,550 shares · +1231%
- Comcast Corp. CMCSA+277,989 shares · +28%
- Warner Music Group Corp. WMG+226,137 shares · +15%
- Telephone & Data Systems Inc. TDS+108,031 shares · +134%
- Janus Living Inc. JAN+129,367 shares · +31%
and 11 more in the table below
Trimmed 30
- Hewlett Packard Enterprise Co. HPE-1.2 million shares · -52%
- Seagate Technology Holdings plc STX-53,094 shares · -49%
- SBA Communications Corp. SBAC-262,985 shares · -45%
- Bloom Energy Corp. BE-136,815 shares · -52%
- Semtech Corp. SMTC-199,899 shares · -36%
- Equinix Inc. EQIX-28,308 shares · -21%
- Quanta Services, Inc. PWR-33,271 shares · -37%
- Arista Networks, Inc. ANET-93,896 shares · -19%
and 22 more in the table below
Sold out of 10
- AT&T Inc. T$86.4 million last quarter
- TKO Group Holdings, Inc. TKO$35.2 million last quarter
- Cogent Communications Holdings, Inc. CCOI$21.5 million last quarter
- CubeSmart CUBE$9.2 million last quarter
- Kite Realty Group Trust KRG$5.1 million last quarter
- Whitestone REIT WSR$4.6 million last quarter
- Welltower Inc. WELL$1.4 million last quarter
- Forgent Power Solutions Inc FPS$1.3 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Equinix Inc. EQIX | 108,695 | $113.3 million | 6.81% | -28,308 |
| Amdocs Ltd DOX | 1,787,852 | $90.4 million | 5.43% | +313,792 |
| American Tower Corp. AMT | 504,843 | $82.6 million | 4.97% | new |
| Arista Networks, Inc. ANET | 408,203 | $69.3 million | 4.17% | -93,896 |
| Amazon.com Inc. AMZN | 277,905 | $66.2 million | 3.98% | -21,533 |
| Ciena Corp. CIEN | 129,954 | $63.8 million | 3.83% | -2,127 |
| Axon Enterprise, Inc. AXON | 112,894 | $63.3 million | 3.81% | new |
| Vertiv Holdings Co. VRT | 181,289 | $60.7 million | 3.65% | -25,501 |
| Live Nation Entertainment, Inc. LYV | 323,169 | $59.2 million | 3.56% | -20,687 |
| Semtech Corp. SMTC | 361,212 | $58.5 million | 3.52% | -199,899 |
| Iron Mountain Inc. IRM | 457,126 | $57.7 million | 3.47% | -46,895 |
| SBA Communications Corp. SBAC | 320,258 | $56.5 million | 3.40% | -262,985 |
| Entegris Inc. ENTG | 301,591 | $54.2 million | 3.26% | +96,806 |
| Lumentum Holdings Inc. LITE | 62,861 | $53.9 million | 3.24% | -5,166 |
| NVIDIA Corp. NVDA | 265,525 | $53.1 million | 3.20% | -38,685 |
| Seagate Technology Holdings plc STX | 55,027 | $53.1 million | 3.19% | -53,094 |
| Hewlett Packard Enterprise Co. HPE | 1,138,261 | $51.3 million | 3.09% | -1,228,502 |
| T-Mobile US, Inc. TMUS | 301,949 | $50.6 million | 3.05% | new |
| Warner Music Group Corp. WMG | 1,778,671 | $48.1 million | 2.90% | +226,137 |
| Netflix Inc. NFLX | 657,444 | $46.9 million | 2.82% | +169,919 |
| Walt Disney Co. DIS | 461,728 | $44.4 million | 2.67% | +19,103 |
| Quanta Services, Inc. PWR | 55,513 | $40.0 million | 2.40% | -33,271 |
| Bloom Energy Corp. BE | 125,435 | $38.0 million | 2.28% | -136,815 |
| Salesforce, Inc. CRM | 241,916 | $37.9 million | 2.28% | +6,582 |
| Comcast Corp. CMCSA | 1,285,964 | $31.6 million | 1.90% | +277,989 |
| Rogers Communications Inc. RCI | 908,269 | $29.5 million | 1.77% | -220,917 |
| Invitation Homes Inc. INVH | 586,700 | $17.7 million | 1.07% | -115,000 |
| U Haul Holding Company UHALB | 275,961 | $15.9 million | 0.96% | -71,939 |
| Gaming & Leisure Properties, Inc. GLPI | 350,000 | $15.6 million | 0.94% | +4,000 |
| Janus Living Inc. JAN | 541,300 | $15.6 million | 0.94% | +129,367 |
| Sonida Senior Living Inc. SNDA | 309,900 | $12.6 million | 0.76% | +83,500 |
| Avalonbay Cmntys Inc. AVB | 66,550 | $12.6 million | 0.76% | +61,550 |
| Camden Property Trust CPT | 76,100 | $8.7 million | 0.52% | -10,700 |
| Terreno Realty Corp. TRNO | 131,000 | $8.5 million | 0.51% | -2,900 |
| Macerich Co. MAC | 294,700 | $7.4 million | 0.45% | -128,300 |
| NexPoint Residential Trust, Inc. NXRT | 259,204 | $7.2 million | 0.44% | +61,904 |
| Telephone & Data Systems Inc. TDS | 188,831 | $7.0 million | 0.42% | +108,031 |
| Extra Space Storage Inc. EXR | 43,850 | $6.4 million | 0.38% | new |
| Colliers Intl Group Inc. CIGI | 66,500 | $6.2 million | 0.38% | -2,800 |
| Smartstop Self Storag REIT I SMA | 182,200 | $5.9 million | 0.36% | new |
| Postal Realty Trust Inc. PSTL | 238,061 | $5.9 million | 0.35% | +11,490 |
| LXP Industrial Trust LXP | 88,100 | $4.7 million | 0.29% | -159,000 |
| Prologis, Inc. PLD | 33,000 | $4.5 million | 0.27% | +20,650 |
| Global Med REIT Inc. XRN | 112,913 | $4.2 million | 0.25% | new |
| American Healthcare Reit, Inc. AHR | 78,000 | $4.1 million | 0.24% | new |
| Digital Realty Trust, Inc. DLR | 14,600 | $2.6 million | 0.16% | -36,400 |
| Epr Pptys EPRPRE | 62,000 | $2.0 million | 0.12% | -6,114 |
| Epr Pptys EPRPRC | 75,000 | $1.9 million | 0.12% | -44,398 |
| Lamar Advertising Co. LAMR | 12,000 | $1.9 million | 0.11% | -3,300 |
| Eastgroup Properties Inc. EGP | 8,600 | $1.7 million | 0.10% | -200 |
| Jones Lang Lasalle Inc. JLL | 4,800 | $1.5 million | 0.09% | +800 |
| Equity Lifestyle Properties Inc. ELS | 22,200 | $1.4 million | 0.09% | +11,600 |
| First Industrial Realty Trust Inc. FR | 22,500 | $1.4 million | 0.08% | +3,600 |
| Nextnav Inc. NN | 58,000 | $1.0 million | 0.06% | -61,500 |
| NVR Inc. NVR | 140 | $953,876 | 0.06% | new |
| Canadian Pacific Kansas City LT CP | 10,100 | $875,165 | 0.05% | +1,100 |
| United States Cellular Corp. AD | 14,600 | $529,396 | 0.03% | -72,950 |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
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Change is shares against its 13F for the quarter before; the 10 it sold out of are in the box above.Options it reported
| Company | Option | Shares under the options | Value of those shares |
|---|---|---|---|
| Prologis, Inc. PLD | Calls | 32,400 | $4.4 million |
| Realty Income Corp. O | Puts | 23,600 | $1.5 million |
| Simon Property Group Inc. SPG | Puts | 5,000 | $1.1 million |
| Starwood Property Trust, Inc. STWD | Puts | 44,800 | $733,824 |
4 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.