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DigitalBridge Group, Inc. 13F Holdings
Holdings from the most recent 13F from DigitalBridge Group, Inc.
Filed: 2023-05-03 (Q1 2023) | Holdings: 124 | Value: $851.4M | 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 | Add 7% ($12.2M) | 22.18% | $188.9M | +48.43% | +8.25% | +0.59% | |
| AMT - AMERICAN TOWER CORP NEW | Add 42% ($53.2M) | 21.07% | $179.4M | -0.89% | -2.61% | -3.24% | |
| SBAC - SBA COMMUNICATIONS CORP NEW | Add 1759% ($66.3M) | 8.23% | $70.1M | -24.43% | -7.20% | -18.84% | |
| PLD - PROLOGIS INC. | Reduce 34% $(16.7M) | 3.73% | $31.7M | +17.17% | -0.82% | -13.29% | |
| TMUS - T-MOBILE US INC | Add 27% ($5.5M) | 3.01% | $25.6M | +55.89% | -3.95% | +16.84% | |
| REXR - REXFORD INDL RLTY INC | Reduce 15% $(4.0M) | 2.69% | $22.9M | -33.13% | -1.56% | -16.95% | |
| LAMR - LAMAR ADVERTISING CO NEW | Reduce 26% $(7.8M) | 2.63% | $22.4M | +43.18% | -11.95% | +19.26% | |
| SUI - SUN CMNTYS INC | Add 4% ($929.8K) | 2.61% | $22.2M | +6.66% | -3.74% | -11.02% | |
| DOX - AMDOCS LTD | Add 18% ($3.1M) | 2.32% | $19.7M | -22.24% | -1.51% | -3.78% | |
| UHAL.B - U HAUL HOLDING COMPANY | Add 58% ($6.4M) | 2.04% | $17.4M | -15.12% | +7.27% | +23.67% | |
| ALEX - ALEXANDER & BALDWIN INC NEW | Add 121% ($9.0M) | 1.93% | $16.4M | +1.62% | -7.41% | ||
| PLD - PROLOGIS INC. | CALL | New Purchase | 1.42% | $12.1M | |||
| AVGO - BROADCOM INC | Add 17% ($1.7M) | 1.37% | $11.6M | +428.00% | +45.30% | +119.05% | |
| ANET - ARISTA NETWORKS INC | Add 53% ($3.6M) | 1.22% | $10.4M | +272.00% | +36.04% | +111.20% | |
| CCI - CROWN CASTLE INC | Reduce 55% $(12.0M) | 1.15% | $9.8M | -18.70% | -10.80% | -13.87% | |
| JNPR - JUNIPER NETWORKS INC | Add 45% ($2.6M) | 0.99% | $8.4M | -1.27% | +24.25% | ||
| VRT - VERTIV HOLDINGS CO | Add 76% ($3.6M) | 0.97% | $8.2M | +1587.46% | +139.66% | +553.33% | |
| HLIT - HARMONIC INC | Add 84% ($3.6M) | 0.94% | $8.0M | -32.83% | -17.28% | -18.92% | |
| GOOG - ALPHABET INC | New Purchase | 0.93% | $7.9M | +172.43% | +21.08% | +59.98% | |
| LITE - LUMENTUM HLDGS INC | Add 39% ($2.1M) | 0.88% | $7.5M | +1361.04% | +8.94% | -8.30% | |
| CIEN - CIENA CORP | Add 2% ($142.3K) | 0.86% | $7.3M | +780.54% | -5.65% | +11.02% | |
| MRVL - MARVELL TECHNOLOGY INC | Add 30% ($1.6M) | 0.82% | $7.0M | +155.59% | +60.39% | +79.17% | |
| ERIC - ERICSSON | Add 12% ($705.5K) | 0.76% | $6.4M | +128.40% | -4.92% | +2.88% | |
| WMG - WARNER MUSIC GROUP CORP | Add 36% ($1.6M) | 0.72% | $6.1M | -1.29% | +13.11% | +30.64% | |
| ATVI - ACTIVISION BLIZZARD INC | Reduce 18% $(1.3M) | 0.68% | $5.8M | ||||
| DIS - DISNEY WALT CO | New Purchase | 0.58% | $4.9M | -0.89% | -13.30% | +17.39% | |
| PI - IMPINJ INC | Reduce 9% $(386.2K) | 0.48% | $4.1M | +17.41% | -30.58% | +86.73% | |
| CHTR - CHARTER COMMUNICATIONS INC N | Reduce 100% | 0.00% | $0.00 | ||||
| DY - DYCOM INDS INC | Reduce 100% | 0.00% | $0.00 | ||||
| LXP - LXP INDUSTRIAL TRUST | Reduce 100% | 0.00% | $0.00 | ||||
| MTSI - MACOM TECH SOLUTIONS HLDGS I | Reduce 100% | 0.00% | $0.00 | ||||
| TRNO - TERRENO RLTY CORP | Reduce 100% | 0.00% | $0.00 | ||||
| VNET - VNET GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||