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DigitalBridge Group, Inc. 13F Holdings
Holdings from the most recent 13F from DigitalBridge Group, Inc.
Filed: 2024-08-14 (Q2 2024) | Holdings: 157 | Value: $1.2B | 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 16% $(27.2M) | 12.46% | $144.9M | +21.48% | +8.13% | -4.86% | |
| SBAC - SBA COMMUNICATIONS CORP NEW | 9.90% | $115.1M | -17.61% | +2.99% | +3.48% | ||
| CCI - CROWN CASTLE INC | Reduce 13% $(10.6M) | 5.96% | $69.2M | -19.01% | -4.42% | -2.23% | |
| T - AT&T INC | Reduce 1% $(675.0K) | 3.86% | $44.9M | +58.74% | +17.50% | +54.59% | |
| OUT - OUTFRONT MEDIA INC | Add 12% ($4.7M) | 3.85% | $44.7M | +86.48% | +19.72% | +26.69% | |
| DOX - AMDOCS LTD | Add 11% ($4.5M) | 3.79% | $44.1M | -17.86% | +1.65% | +7.58% | |
| DLR - DIGITAL RLTY TR INC | New Purchase | 2.60% | $30.2M | +25.53% | +19.80% | +13.75% | |
| ERIC - TELEFONAKTIEBOLAGET LM ERICS | Add 18% ($4.4M) | 2.46% | $28.5M | +68.50% | +16.34% | +13.86% | |
| LITE - LUMENTUM HLDGS INC | Add 11% ($2.5M) | 2.24% | $26.0M | +1271.24% | +58.93% | +126.07% | |
| TMUS - T-MOBILE US INC | Reduce 19% $(5.5M) | 2.08% | $24.2M | +9.93% | +20.40% | +31.51% | |
| NFLX - NETFLIX INC | Add 35% ($5.9M) | 1.93% | $22.4M | +43.83% | +23.26% | +85.34% | |
| ANET - ARISTA NETWORKS INC | Reduce 8% $(2.0M) | 1.91% | $22.2M | +38.34% | +5.46% | +54.70% | |
| TKO - TKO GROUP HOLDINGS INC | Reduce 32% $(9.9M) | 1.82% | $21.2M | +72.37% | +0.25% | +59.58% | |
| MRVL - MARVELL TECHNOLOGY INC | 1.81% | $21.1M | +49.04% | +31.65% | +14.48% | ||
| PWR - QUANTA SVCS INC | Reduce 14% $(3.4M) | 1.75% | $20.4M | +106.06% | +21.17% | +42.85% | |
| NVT - NVENT ELECTRIC PLC | New Purchase | 1.69% | $19.7M | +82.44% | +10.88% | +35.23% | |
| WMG - WARNER MUSIC GROUP CORP | Reduce 16% $(3.7M) | 1.67% | $19.5M | -6.94% | +15.70% | +16.33% | |
| VRT - VERTIV HOLDINGS CO | Reduce 26% $(6.7M) | 1.66% | $19.3M | +208.15% | +48.35% | +63.50% | |
| GOOG - ALPHABET INC | Reduce 32% $(8.8M) | 1.64% | $19.1M | +78.09% | +7.34% | +26.93% | |
| HPE - HEWLETT PACKARD ENTERPRISE C | New Purchase | 1.63% | $19.0M | +36.28% | +15.96% | +19.00% | |
| LYV - LIVE NATION ENTERTAINMENT IN | New Purchase | 1.62% | $18.9M | +61.44% | +36.55% | +70.35% | |
| CIEN - CIENA CORP | Reduce 21% $(5.1M) | 1.61% | $18.8M | +640.61% | +28.23% | +73.35% | |
| SUI - SUN CMNTYS INC | Add 211% ($11.8M) | 1.49% | $17.4M | +4.18% | -4.56% | +3.03% | |
| AVGO - BROADCOM INC | New Purchase | 1.40% | $16.3M | +95.31% | +2.59% | +92.20% | |
| PLD - PROLOGIS INC. | New Purchase | 1.32% | $15.3M | +12.98% | -7.94% | -11.11% | |
| JNPR - JUNIPER NETWORKS INC | Reduce 2% $(319.2K) | 1.21% | $14.1M | -5.49% | |||
| GLPI - GAMING & LEISURE PPTYS INC | New Purchase | 1.19% | $13.9M | -0.31% | +0.22% | -1.35% | |
| BE - BLOOM ENERGY CORP | Add 66% ($5.2M) | 1.13% | $13.1M | +1067.01% | +82.08% | +290.01% | |
| HLIT - HARMONIC INC | Reduce 1% $(82.7K) | 1.09% | $12.7M | -36.31% | -15.46% | -36.38% | |
| AIV - APARTMENT INVT & MGMT CO | Add 114% ($6.5M) | 1.05% | $12.2M | -7.61% | -1.82% | -3.95% | |
| VRE - VERIS RESIDENTIAL INC | New Purchase | 0.93% | $10.8M | +17.74% | +10.27% | -12.53% | |
| CZR - CAESARS ENTERTAINMENT INC NE | Add 53% ($2.7M) | 0.67% | $7.8M | -25.51% | +4.40% | -28.61% | |
| TRNO - TERRENO RLTY CORP | New Purchase | 0.41% | $4.8M | -4.34% | -10.15% | -17.77% | |
| NXRT - NEXPOINT RESIDENTIAL TR INC | Reduce 71% $(11.5M) | 0.40% | $4.6M | -37.69% | +3.39% | -26.50% | |
| CCI - CROWN CASTLE INC | CALL | 0.36% | $4.2M | ||||
| N/A - BLACKSTONE MORTGAGE TRUST IN | New Purchase | 0.35% | $4.1M | ||||
| ALEX - ALEXANDER & BALDWIN INC NEW | Reduce 65% $(7.6M) | 0.35% | $4.0M | +3.28% | +2.72% | ||
| AMT - AMERICAN TOWER CORP NEW | Reduce 100% | 0.00% | $0.00 | -4.86% | -10.57% | ||
| CHTR - CHARTER COMMUNICATIONS INC N | Reduce 100% | 0.00% | $0.00 | +12.48% | +10.38% | ||
| EQC - EQUITY COMWLTH | Reduce 100% | 0.00% | $0.00 | -0.05% | -1.33% | ||
| FR - FIRST INDL RLTY TR INC | Reduce 100% | 0.00% | $0.00 | ||||
| PI - IMPINJ INC | Reduce 100% | 0.00% | $0.00 | +20.18% | +10.36% | ||
| LXP - LXP INDUSTRIAL TRUST | Reduce 100% | 0.00% | $0.00 | ||||
| UNIT - UNITI GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| CWK - CUSHMAN WAKEFIELD PLC | Reduce 100% | 0.00% | $0.00 | +18.60% | +7.29% | ||
| LBTYA - LIBERTY GLOBAL LTD | Reduce 100% | 0.00% | $0.00 | +45.51% | +25.84% | ||