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DigitalBridge Group, Inc. 13F Holdings
Holdings from the most recent 13F from DigitalBridge Group, Inc.
Filed: 2024-11-12 (Q3 2024) | Holdings: 164 | Value: $1.3B | 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 |
| SBAC - SBA COMMUNICATIONS CORP NEW | Add 39% ($54.5M) | 15.10% | $195.6M | -20.72% | -6.70% | -11.26% | |
| EQIX - EQUINIX INC | Reduce 5% $(8.1M) | 12.50% | $161.9M | +11.85% | +2.40% | -11.28% | |
| CCI - CROWN CASTLE INC | Reduce 23% $(19.3M) | 5.00% | $64.8M | -15.02% | -11.78% | -7.56% | |
| DOX - AMDOCS LTD | Add 12% ($5.8M) | 4.22% | $54.7M | -20.45% | +2.84% | -7.67% | |
| DLR - DIGITAL RLTY TR INC | Add 65% ($20.9M) | 4.10% | $53.1M | +3.46% | -8.83% | -10.56% | |
| T - AT&T INC | Reduce 1% $(392.8K) | 3.96% | $51.3M | +38.21% | +17.07% | +21.34% | |
| ERIC - TELEFONAKTIEBOLAGET LM ERICS | 2.71% | $35.1M | +43.40% | -1.74% | +25.33% | ||
| HPE - HEWLETT PACKARD ENTERPRISE C | Add 71% ($13.1M) | 2.42% | $31.4M | +13.80% | -1.59% | +8.24% | |
| CIEN - CIENA CORP | Add 21% ($5.0M) | 2.24% | $29.0M | +446.11% | +24.98% | +173.19% | |
| STX - SEAGATE TECHNOLOGY HLDNGS PL | New Purchase | 2.24% | $29.0M | +303.56% | +2.37% | +169.29% | |
| LITE - LUMENTUM HLDGS INC | Reduce 12% $(4.0M) | 2.19% | $28.4M | +706.29% | -10.36% | +160.28% | |
| VRT - VERTIV HOLDINGS CO | Add 26% ($5.7M) | 2.15% | $27.9M | +99.27% | -13.24% | +30.06% | |
| TKO - TKO GROUP HOLDINGS INC | Add 11% ($2.7M) | 2.09% | $27.0M | +75.68% | +49.52% | +57.88% | |
| AVGO - BROADCOM INC | Add 1410% ($24.7M) | 2.04% | $26.4M | +79.62% | +35.33% | +96.51% | |
| LYV - LIVE NATION ENTERTAINMENT IN | Add 17% ($3.7M) | 1.98% | $25.7M | +17.81% | +17.87% | +5.69% | |
| ANET - ARISTA NETWORKS INC | Add 5% ($1.3M) | 1.98% | $25.6M | +23.63% | +10.51% | +31.21% | |
| PWR - QUANTA SVCS INC | Reduce 8% $(2.0M) | 1.69% | $21.9M | +67.10% | -11.57% | +29.91% | |
| WMG - WARNER MUSIC GROUP CORP | Add 2% ($366.6K) | 1.56% | $20.2M | -19.61% | +7.17% | -5.72% | |
| TER - TERADYNE INC | New Purchase | 1.51% | $19.5M | +178.49% | +5.50% | +59.12% | |
| CCOI - COGENT COMMUNICATIONS HLDGS | New Purchase | 1.43% | $18.6M | -74.10% | +6.38% | -77.11% | |
| GOOG - ALPHABET INC | Reduce 5% $(879.6K) | 1.28% | $16.5M | +58.39% | +3.26% | +53.91% | |
| MRVL - MARVELL TECHNOLOGY INC | Reduce 25% $(5.3M) | 1.27% | $16.4M | +8.73% | +13.23% | -4.00% | |
| HLIT - HARMONIC INC | Add 1% ($192.7K) | 1.23% | $15.9M | -28.62% | -22.18% | -23.61% | |
| OUT - OUTFRONT MEDIA INC | Reduce 74% $(42.4M) | 1.17% | $15.1M | +57.10% | +5.26% | +25.68% | |
| NFLX - NETFLIX INC | Reduce 38% $(9.1M) | 1.12% | $14.5M | +16.88% | +26.87% | +40.31% | |
| AIV - APARTMENT INVT & MGMT CO | 1.03% | $13.4M | -6.54% | +9.86% | -2.35% | ||
| BE - BLOOM ENERGY CORP | Add 17% ($1.9M) | 1.02% | $13.2M | +888.26% | +80.23% | +655.29% | |
| SUI - SUN CMNTYS INC | Reduce 44% $(8.5M) | 0.85% | $11.0M | +8.94% | +1.74% | +6.70% | |
| CBRE - CBRE GROUP INC | New Purchase | 0.83% | $10.7M | +0.05% | +5.72% | +13.13% | |
| VRE - VERIS RESIDENTIAL INC | Reduce 37% $(4.8M) | 0.62% | $8.1M | +5.73% | -13.83% | -17.20% | |
| EQC - EQUITY COMWLTH | New Purchase | 0.48% | $6.2M | +27.91% | |||
| GLPI - GAMING & LEISURE PPTYS INC | Reduce 68% $(10.7M) | 0.39% | $5.1M | -1.37% | +0.86% | -4.19% | |
| COLD - AMERICOLD REALTY TRUST INC | New Purchase | 0.37% | $4.8M | -44.88% | -4.72% | -50.34% | |
| CZR - CAESARS ENTERTAINMENT INC NE | Reduce 42% $(3.4M) | 0.37% | $4.8M | -32.88% | -1.28% | -49.84% | |
| H - HYATT HOTELS CORP | New Purchase | 0.36% | $4.7M | -8.44% | -6.63% | -3.31% | |
| HR - HEALTHCARE RLTY TR | New Purchase | 0.34% | $4.3M | +3.35% | -6.97% | +8.56% | |
| N/A - BLACKSTONE MORTGAGE TRUST IN | 0.33% | $4.3M | |||||
| EGP - EASTGROUP PPTYS INC | New Purchase | 0.32% | $4.2M | +11.28% | +3.95% | +4.84% | |
| TDS - TELEPHONE & DATA SYS INC | New Purchase | 0.32% | $4.1M | +33.75% | +21.26% | +22.71% | |
| ALEX - ALEXANDER & BALDWIN INC NEW | Reduce 100% | 0.00% | $0.00 | ||||
| CCI - CROWN CASTLE INC | CALL | Reduce 100% | 0.00% | $0.00 | |||
| JNPR - JUNIPER NETWORKS INC | Reduce 100% | 0.00% | $0.00 | ||||
| NXRT - NEXPOINT RESIDENTIAL TR INC | Reduce 100% | 0.00% | $0.00 | ||||
| PLD - PROLOGIS INC. | Reduce 100% | 0.00% | $0.00 | ||||
| TMUS - T-MOBILE US INC | Reduce 100% | 0.00% | $0.00 | ||||
| TRNO - TERRENO RLTY CORP | Reduce 100% | 0.00% | $0.00 | ||||
| NVT - NVENT ELECTRIC PLC | Reduce 100% | 0.00% | $0.00 | ||||