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DigitalBridge Group, Inc. 13F Holdings
Holdings from the most recent 13F from DigitalBridge Group, Inc.
Filed: 2023-02-13 (Q4 2022) | Holdings: 116 | Value: $708.0M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| EQIX - EQUINIX INC | Reduce 22% $(44.0M) | 22.67% | $160.5M | +42.94% | +1.34% | +15.72% | |
| AMT - AMERICAN TOWER CORP NEW | Add 105% ($67.2M) | 18.48% | $130.8M | -11.96% | -9.22% | -10.14% | |
| PLD - PROLOGIS INC. | Add 69% ($17.8M) | 6.18% | $43.7M | +13.88% | -1.90% | +4.31% | |
| LAMR - LAMAR ADVERTISING CO NEW | 4.03% | $28.5M | +40.80% | -9.36% | +5.37% | ||
| REXR - REXFORD INDL RLTY INC | Add 1% ($248.6K) | 3.49% | $24.7M | -40.96% | -11.32% | -15.31% | |
| CCI - CROWN CASTLE INC | Reduce 48% $(20.7M) | 3.11% | $22.0M | -31.14% | -18.24% | -20.69% | |
| SUI - SUN CMNTYS INC | Add 38% ($5.9M) | 3.05% | $21.6M | -8.84% | -14.26% | -17.22% | |
| TMUS - T-MOBILE US INC | Reduce 11% $(2.4M) | 2.75% | $19.5M | +49.73% | -0.87% | +11.13% | |
| DOX - AMDOCS LTD | Reduce 8% $(1.3M) | 2.23% | $15.8M | -27.35% | -5.59% | -4.72% | |
| UHAL.B - U HAUL HOLDING COMPANY | New Purchase | 1.65% | $11.7M | -22.19% | -6.25% | +10.04% | |
| VNET - VNET GROUP INC | Reduce 3% $(283.5K) | 1.52% | $10.8M | +41.25% | -49.16% | -73.91% | |
| LXP - LXP INDUSTRIAL TRUST | New Purchase | 1.28% | $9.0M | -2.04% | -11.36% | -18.40% | |
| TRNO - TERRENO RLTY CORP | Reduce 48% $(8.1M) | 1.26% | $8.9M | +6.52% | -2.23% | +0.01% | |
| AVGO - BROADCOM INC | Add 3% ($225.9K) | 1.23% | $8.7M | +445.97% | +8.45% | +117.27% | |
| ALEX - ALEXANDER & BALDWIN INC NEW | Reduce 57% $(9.5M) | 1.04% | $7.3M | -3.86% | -8.24% | ||
| CIEN - CIENA CORP | Add 9% ($578.1K) | 0.98% | $6.9M | +691.50% | -9.44% | +16.98% | |
| ATVI - ACTIVISION BLIZZARD INC | Add 12% ($678.8K) | 0.89% | $6.3M | ||||
| ERIC - ERICSSON | Add 9% ($479.4K) | 0.81% | $5.7M | +114.89% | -5.56% | -3.79% | |
| JNPR - JUNIPER NETWORKS INC | New Purchase | 0.76% | $5.4M | -5.33% | +22.45% | ||
| LITE - LUMENTUM HLDGS INC | Add 58% ($1.9M) | 0.73% | $5.2M | +1097.82% | -23.10% | -15.48% | |
| ANET - ARISTA NETWORKS INC | Reduce 9% $(499.0K) | 0.69% | $4.9M | +265.06% | +2.56% | +97.48% | |
| CHTR - CHARTER COMMUNICATIONS INC N | New Purchase | 0.69% | $4.9M | -46.15% | -14.37% | -28.33% | |
| WMG - WARNER MUSIC GROUP CORP | New Purchase | 0.67% | $4.7M | -19.06% | -22.11% | +9.74% | |
| DY - DYCOM INDS INC | Add 7% ($295.8K) | 0.65% | $4.6M | +305.87% | +18.48% | +37.72% | |
| MRVL - MARVELL TECHNOLOGY INC | Add 3% ($130.8K) | 0.65% | $4.6M | +122.50% | -6.39% | +53.93% | |
| VRT - VERTIV HOLDINGS CO | Reduce 28% $(1.8M) | 0.63% | $4.5M | +1570.64% | +1.79% | +331.93% | |
| SBAC - SBA COMMUNICATIONS CORP NEW | Reduce 85% $(22.4M) | 0.57% | $4.0M | -36.98% | -18.61% | -26.85% | |
| MTSI - MACOM TECH SOLUTIONS HLDGS I | New Purchase | 0.56% | $4.0M | +232.69% | -14.40% | +28.69% | |
| HLIT - HARMONIC INC | New Purchase | 0.55% | $3.9M | -35.95% | +17.62% | +0.21% | |
| PI - IMPINJ INC | New Purchase | 0.51% | $3.6M | -18.21% | -24.54% | -17.74% | |
| UHAL - AMERCO | Reduce 100% | 0.00% | $0.00 | ||||
| CCI - CROWN CASTLE INC | CALL | Reduce 100% | 0.00% | $0.00 | |||
| PK - PARK HOTELS & RESORTS INC | Reduce 100% | 0.00% | $0.00 | ||||
| UNIT - UNITI GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| VZ - VERIZON COMMUNICATIONS INC | Reduce 100% | 0.00% | $0.00 | ||||
| VIAV - VIAVI SOLUTIONS INC | Reduce 100% | 0.00% | $0.00 | ||||
| VOD - VODAFONE GROUP PLC NEW | Reduce 100% | 0.00% | $0.00 | ||||