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DigitalBridge Group, Inc. 13F Holdings
Holdings from the most recent 13F from DigitalBridge Group, Inc.
Filed: 2023-11-13 (Q3 2023) | Holdings: 141 | Value: $989.3M | 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 8% $(14.4M) | 16.00% | $158.3M | +31.88% | +6.77% | +17.48% | |
| AMT - AMERICAN TOWER CORP NEW | Reduce 7% $(10.8M) | 15.64% | $154.7M | -3.53% | -1.54% | +4.26% | |
| N/A - BLACKSTONE MORTGAGE TRUST IN | New Purchase | 13.56% | $134.2M | ||||
| CCI - CROWN CASTLE INC | Add 28% ($8.1M) | 3.75% | $37.1M | -5.71% | +8.61% | +10.33% | |
| LAMR - LAMAR ADVERTISING CO NEW | Add 43% ($8.6M) | 2.90% | $28.7M | +51.10% | +13.08% | +40.20% | |
| TMUS - T-MOBILE US INC | Add 1% ($220.9K) | 2.89% | $28.6M | +47.58% | +9.53% | +63.11% | |
| DOX - AMDOCS LTD | Add 33% ($5.7M) | 2.35% | $23.2M | -13.51% | +13.43% | +9.24% | |
| OUT - OUTFRONT MEDIA INC | Add 54% ($7.6M) | 2.20% | $21.8M | +172.52% | +12.60% | +75.35% | |
| PLD - PROLOGIS INC. | Reduce 14% $(3.7M) | 2.20% | $21.8M | +35.28% | +23.90% | +11.52% | |
| ALEX - ALEXANDER & BALDWIN INC NEW | Add 60% ($6.6M) | 1.80% | $17.8M | +5.02% | +22.10% | ||
| T - AT&T INC | Add 90% ($7.2M) | 1.54% | $15.3M | +107.23% | +9.46% | +50.48% | |
| CIEN - CIENA CORP | Add 46% ($4.5M) | 1.45% | $14.3M | +764.27% | +27.74% | +55.28% | |
| JNPR - JUNIPER NETWORKS INC | Add 108% ($7.4M) | 1.44% | $14.3M | +37.67% | +45.37% | ||
| CHTR - CHARTER COMMUNICATIONS INC N | New Purchase | 1.42% | $14.1M | -48.22% | -31.10% | -5.44% | |
| VRT - VERTIV HOLDINGS CO | Reduce 30% $(5.7M) | 1.36% | $13.4M | +481.88% | +50.44% | +180.50% | |
| WMG - WARNER MUSIC GROUP CORP | Add 58% ($4.7M) | 1.30% | $12.9M | -18.35% | +10.70% | +2.78% | |
| VMW - VMWARE INC | Add 18% ($1.9M) | 1.27% | $12.6M | ||||
| USM - UNITED STATES CELLULAR CORP | New Purchase | 1.12% | $11.1M | +89.09% | +0.52% | +46.16% | |
| ANET - ARISTA NETWORKS INC | Reduce 1% $(90.1K) | 1.12% | $11.1M | +129.71% | +24.26% | +80.52% | |
| GOOG - ALPHABET INC | Add 31% ($2.1M) | 0.90% | $8.9M | +113.21% | +8.47% | +31.06% | |
| ERIC - ERICSSON | Add 104% ($4.4M) | 0.88% | $8.7M | +148.63% | +11.32% | +72.31% | |
| NFLX - NETFLIX INC | Add 50% ($2.8M) | 0.85% | $8.4M | +114.25% | +29.09% | +86.56% | |
| MRVL - MARVELL TECHNOLOGY INC | Add 54% ($2.8M) | 0.81% | $8.0M | +79.83% | +24.41% | +64.04% | |
| HLIT - HARMONIC INC | Add 144% ($4.5M) | 0.78% | $7.7M | -17.61% | +28.90% | +13.76% | |
| AMD - ADVANCED MICRO DEVICES INC | New Purchase | 0.77% | $7.6M | +69.95% | +49.29% | +15.99% | |
| UNIT - UNITI GROUP INC | Add 73% ($2.9M) | 0.68% | $6.8M | +25.94% | +4.33% | +21.59% | |
| LITE - LUMENTUM HLDGS INC | Add 4% ($215.0K) | 0.63% | $6.3M | +1557.84% | +16.99% | +100.83% | |
| USM - UNITED STATES CELLULAR CORP | PUT | New Purchase | 0.59% | $5.8M | |||
| EQC - EQUITY COMWLTH | New Purchase | 0.54% | $5.4M | -2.96% | +2.49% | ||
| DIS - DISNEY WALT CO | Add 32% ($1.3M) | 0.54% | $5.3M | +9.57% | +24.32% | +22.16% | |
| SUI - SUN CMNTYS INC | Reduce 8% $(425.1K) | 0.50% | $5.0M | +20.53% | +9.45% | +9.48% | |
| LBTYA - LIBERTY GLOBAL PLC | New Purchase | 0.43% | $4.3M | +46.59% | +16.30% | +50.96% | |
| UHAL.B - U HAUL HOLDING COMPANY | Reduce 100% | 0.00% | $0.00 | ||||
| REXR - REXFORD INDL RLTY INC | Reduce 100% | 0.00% | $0.00 | ||||
| SBAC - SBA COMMUNICATIONS CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||
| SLG - SL GREEN RLTY CORP | CALL | Reduce 100% | 0.00% | $0.00 | |||