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DigitalBridge Group, Inc. 13F Holdings
Holdings from the most recent 13F from DigitalBridge Group, Inc.
Filed: 2023-08-09 (Q2 2023) | Holdings: 125 | Value: $834.1M | 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 |
| AMT - AMERICAN TOWER CORP NEW | Add 15% ($24.9M) | 23.40% | $195.1M | +0.46% | -0.81% | +24.81% | |
| EQIX - EQUINIX INC | Reduce 9% $(19.0M) | 22.35% | $186.4M | +33.20% | -1.20% | +7.15% | |
| CCI - CROWN CASTLE INC | Add 332% ($27.6M) | 4.30% | $35.9M | -8.84% | -6.36% | +13.25% | |
| REXR - REXFORD INDL RLTY INC | Add 54% ($10.8M) | 3.71% | $30.9M | -31.64% | -14.91% | -5.02% | |
| TMUS - T-MOBILE US INC | Add 15% ($3.6M) | 3.37% | $28.1M | +57.55% | +6.46% | +42.32% | |
| PLD - PROLOGIS INC. | Reduce 11% $(3.4M) | 3.33% | $27.8M | +17.29% | -14.48% | +0.36% | |
| LAMR - LAMAR ADVERTISING CO NEW | Add 8% ($1.7M) | 2.86% | $23.9M | +62.23% | +5.24% | +36.28% | |
| OUT - OUTFRONT MEDIA INC | New Purchase | 2.64% | $22.0M | +168.22% | -3.11% | +36.49% | |
| DOX - AMDOCS LTD | Add 1% ($182.3K) | 2.46% | $20.5M | -20.68% | -8.25% | -4.81% | |
| SBAC - SBA COMMUNICATIONS CORP NEW | Reduce 70% $(43.3M) | 2.26% | $18.9M | -19.32% | -2.27% | -2.26% | |
| UHAL.B - U HAUL HOLDING COMPANY | Reduce 17% $(2.8M) | 1.70% | $14.2M | -17.39% | -10.14% | +15.23% | |
| VRT - VERTIV HOLDINGS CO | Reduce 11% $(1.5M) | 1.53% | $12.7M | +624.38% | +20.51% | +110.39% | |
| ALEX - ALEXANDER & BALDWIN INC NEW | Reduce 23% $(3.8M) | 1.48% | $12.4M | -11.54% | +6.62% | ||
| ANET - ARISTA NETWORKS INC | Reduce 2% $(207.6K) | 1.18% | $9.8M | +174.48% | +15.60% | +89.09% | |
| VMW - VMWARE INC | New Purchase | 1.10% | $9.2M | -5.04% | |||
| CIEN - CIENA CORP | Add 50% ($2.9M) | 1.06% | $8.8M | +834.37% | +6.21% | +16.73% | |
| T - AT&T INC | New Purchase | 1.03% | $8.6M | +132.02% | +11.53% | +45.26% | |
| JNPR - JUNIPER NETWORKS INC | Add 1% ($103.1K) | 0.93% | $7.7M | -2.00% | +42.86% | ||
| LITE - LUMENTUM HLDGS INC | Reduce 3% $(255.4K) | 0.91% | $7.6M | +1291.60% | -19.72% | -11.01% | |
| WMG - WARNER MUSIC GROUP CORP | Add 41% ($2.0M) | 0.81% | $6.8M | -17.97% | -1.02% | -15.30% | |
| NFLX - NETFLIX INC | New Purchase | 0.78% | $6.5M | +123.02% | +3.74% | +46.86% | |
| GOOG - ALPHABET INC | Reduce 33% $(3.0M) | 0.75% | $6.2M | +119.15% | +1.58% | +24.37% | |
| SUI - SUN CMNTYS INC | Reduce 71% $(14.6M) | 0.71% | $5.9M | +11.28% | -9.25% | +5.26% | |
| MRVL - MARVELL TECHNOLOGY INC | Reduce 40% $(3.9M) | 0.69% | $5.8M | +66.16% | -9.05% | +1.04% | |
| HLIT - HARMONIC INC | Reduce 40% $(3.6M) | 0.63% | $5.3M | -18.36% | -2.55% | +20.27% | |
| ERIC - ERICSSON | Reduce 20% $(1.2M) | 0.57% | $4.8M | +137.39% | -7.53% | +36.41% | |
| DIS - DISNEY WALT CO | 0.53% | $4.4M | +9.65% | -1.89% | -3.71% | ||
| SLG - SL GREEN RLTY CORP | CALL | New Purchase | 0.52% | $4.3M | |||
| UNIT - UNITI GROUP INC | New Purchase | 0.46% | $3.8M | +12.68% | -14.66% | -22.49% | |
| ATVI - ACTIVISION BLIZZARD INC | Reduce 100% | 0.00% | $0.00 | ||||
| AVGO - BROADCOM INC | Reduce 100% | 0.00% | $0.00 | +93.96% | +12.85% | +77.27% | |
| PI - IMPINJ INC | Reduce 100% | 0.00% | $0.00 | +243.48% | +28.20% | +169.71% | |
| PLD - PROLOGIS INC. | CALL | Reduce 100% | 0.00% | $0.00 | |||