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DigitalBridge Group, Inc. 13F Holdings
Holdings from the most recent 13F from DigitalBridge Group, Inc.
Filed: 2024-02-09 (Q4 2023) | Holdings: 157 | Value: $1.1B | 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 3% ($5.0M) | 16.91% | $180.5M | +19.83% | -11.31% | +12.10% | |
| CCI - CROWN CASTLE INC | Add 104% ($48.3M) | 8.87% | $94.6M | -15.34% | -6.96% | -12.30% | |
| SBAC - SBA COMMUNICATIONS CORP NEW | New Purchase | 6.86% | $73.3M | -17.11% | -8.71% | -3.31% | |
| AMT - AMERICAN TOWER CORP NEW | Reduce 72% $(145.5M) | 5.40% | $57.6M | -5.28% | -4.53% | +0.68% | |
| DOX - AMDOCS LTD | Add 55% ($13.3M) | 3.51% | $37.4M | -22.61% | -6.17% | -1.59% | |
| T - AT&T INC | Add 58% ($9.8M) | 2.52% | $26.9M | +90.10% | +3.63% | +56.19% | |
| OUT - OUTFRONT MEDIA INC | Reduce 16% $(4.8M) | 2.37% | $25.3M | +139.03% | +19.47% | +56.81% | |
| AMT - AMERICAN TOWER CORP NEW | CALL | New Purchase | 2.28% | $24.4M | |||
| TMUS - T-MOBILE US INC | Reduce 30% $(9.9M) | 2.14% | $22.8M | +34.14% | +1.67% | +60.11% | |
| JNPR - JUNIPER NETWORKS INC | Add 45% ($6.8M) | 2.06% | $22.0M | -5.90% | -0.51% | ||
| CIEN - CIENA CORP | Add 53% ($7.2M) | 1.96% | $20.9M | +582.78% | -13.65% | +58.48% | |
| WMG - WARNER MUSIC GROUP CORP | Add 40% ($5.8M) | 1.92% | $20.5M | -24.82% | -11.17% | -4.74% | |
| ERIC - TELEFONAKTIEBOLAGET LM ERICS | Add 80% ($9.0M) | 1.90% | $20.3M | +119.22% | +0.25% | +45.28% | |
| MRVL - MARVELL TECHNOLOGY INC | Add 113% ($10.1M) | 1.78% | $19.0M | +44.34% | -0.77% | +63.83% | |
| LITE - LUMENTUM HLDGS INC | Add 160% ($11.6M) | 1.77% | $18.9M | +1289.40% | -13.42% | +61.98% | |
| OMC - OMNICOM GROUP INC | New Purchase | 1.65% | $17.6M | -3.98% | +13.99% | +0.47% | |
| CHTR - CHARTER COMMUNICATIONS INC N | Add 38% ($4.7M) | 1.61% | $17.2M | -25.52% | -4.93% | +18.59% | |
| NFLX - NETFLIX INC | Add 49% ($5.3M) | 1.51% | $16.1M | +71.59% | +9.01% | +83.38% | |
| ANET - ARISTA NETWORKS INC | Add 5% ($744.4K) | 1.40% | $14.9M | +67.81% | +7.30% | +64.33% | |
| SUI - SUN CMNTYS INC | Add 164% ($9.2M) | 1.39% | $14.8M | +11.07% | -5.88% | +2.86% | |
| VRT - VERTIV HOLDINGS CO | Reduce 15% $(2.5M) | 1.38% | $14.8M | +292.95% | +49.23% | +96.89% | |
| LXP - LXP INDUSTRIAL TRUST | New Purchase | 1.36% | $14.6M | +17.51% | -1.20% | -2.52% | |
| HLIT - HARMONIC INC | Add 38% ($4.0M) | 1.34% | $14.3M | -34.36% | -16.74% | -18.71% | |
| CCI - CROWN CASTLE INC | CALL | New Purchase | 1.22% | $13.0M | |||
| FR - FIRST INDL RLTY TR INC | New Purchase | 1.21% | $13.0M | +14.10% | -11.76% | +3.96% | |
| AMD - ADVANCED MICRO DEVICES INC | Add 18% ($2.0M) | 1.21% | $12.9M | +17.81% | -12.02% | -36.02% | |
| ALEX - ALEXANDER & BALDWIN INC NEW | Reduce 39% $(7.8M) | 1.16% | $12.4M | -1.28% | +9.94% | ||
| LAMR - LAMAR ADVERTISING CO NEW | Reduce 67% $(24.6M) | 1.12% | $11.9M | +33.59% | +14.25% | +26.57% | |
| UNIT - UNITI GROUP INC | Add 40% ($3.3M) | 1.08% | $11.6M | +25.68% | -18.14% | +20.46% | |
| LBTYA - LIBERTY GLOBAL LTD | New Purchase | 0.72% | $7.7M | +23.20% | -12.28% | +13.01% | |
| PI - IMPINJ INC | New Purchase | 0.59% | $6.3M | -5.94% | +46.79% | -3.98% | |
| GOOG - ALPHABET INC | Reduce 37% $(3.5M) | 0.56% | $6.0M | +93.40% | +13.88% | +26.30% | |
| USM - UNITED STATES CELLULAR CORP | PUT | 0.53% | $5.6M | ||||
| CWK - CUSHMAN WAKEFIELD PLC | New Purchase | 0.42% | $4.5M | +18.00% | +1.54% | +27.33% | |
| AIV - APARTMENT INVT & MGMT CO | New Purchase | 0.38% | $4.1M | +7.57% | +6.62% | +26.02% | |
| N/A - BLACKSTONE MORTGAGE TRUST IN | Reduce 100% | 0.00% | $0.00 | ||||
| DIS - DISNEY WALT CO | Reduce 100% | 0.00% | $0.00 | ||||
| EQC - EQUITY COMWLTH | Reduce 100% | 0.00% | $0.00 | ||||
| PLD - PROLOGIS INC. | Reduce 100% | 0.00% | $0.00 | ||||
| USM - UNITED STATES CELLULAR CORP | Reduce 100% | 0.00% | $0.00 | ||||
| VMW - VMWARE INC | Reduce 100% | 0.00% | $0.00 | ||||
| LBTYA - LIBERTY GLOBAL PLC | Reduce 100% | 0.00% | $0.00 | ||||