DigitalBridge Group, Inc. 13F Holdings

Holdings from the most recent 13F from DigitalBridge Group, Inc.

Filed: 2025-05-15 (Q1 2025) | Holdings: 135 | 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.

Filing Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Holding Returns
StockPut/Call
Change
Holding Pct
Value
Current Return
3M Return
1Y Return
EQIX - EQUINIX INC
Add 12% ($19.7M)
14.54%
$180.9M
SBAC - SBA COMMUNICATIONS CORP NEW
Reduce 26% $(48.0M)
10.91%
$135.8M
-23.31%
-5.78%
DLR - DIGITAL RLTY TR INC
Add 15% ($7.9M)
4.84%
$60.2M
+10.14%
-1.32%
CCOI - COGENT COMMUNICATIONS HLDGS
Add 7% ($4.1M)
4.80%
$59.8M
-60.47%
-24.82%
CCI - CROWN CASTLE INC
Add 71% ($22.3M)
4.31%
$53.7M
DOX - AMDOCS LTD
Reduce 26% $(17.2M)
4.00%
$49.8M
-25.62%
-2.99%
T - AT&T INC
Reduce 39% $(30.8M)
3.80%
$47.3M
ERIC - TELEFONAKTIEBOLAGET LM ERICS
Reduce 26% $(12.2M)
2.86%
$35.5M
+34.39%
-9.43%
LYV - LIVE NATION ENTERTAINMENT IN
Reduce 1% $(298.6K)
2.46%
$30.6M
+4.72%
+11.32%
AMZN - AMAZON COM INC
New Purchase
2.45%
$30.5M
+0.69%
+11.91%
RCI - ROGERS COMMUNICATIONS INC
New Purchase
2.41%
$30.0M
PWR - QUANTA SVCS INC
Reduce 1% $(161.9K)
2.24%
$27.9M
+60.23%
+11.81%
WMG - WARNER MUSIC GROUP CORP
2.17%
$27.0M
CIEN - CIENA CORP
Reduce 8% $(2.4M)
2.12%
$26.4M
+384.80%
+14.80%
ANET - ARISTA NETWORKS INC
New Purchase
2.11%
$26.3M
LITE - LUMENTUM HLDGS INC
Add 14% ($3.2M)
2.09%
$26.0M
TKO - TKO GROUP HOLDINGS INC
Reduce 41% $(17.7M)
2.08%
$25.9M
+26.17%
+14.77%
STX - SEAGATE TECHNOLOGY HLDNGS PL
Reduce 35% $(13.8M)
2.05%
$25.5M
DIS - DISNEY WALT CO
New Purchase
1.97%
$24.5M
-12.93%
+4.59%
AMT - AMERICAN TOWER CORP NEW
New Purchase
1.96%
$24.4M
AVGO - BROADCOM INC
Add 10% ($1.9M)
1.73%
$21.5M
OUT - OUTFRONT MEDIA INC
New Purchase
1.72%
$21.4M
+70.94%
+16.39%
NVDA - NVIDIA CORPORATION
New Purchase
1.72%
$21.4M
+28.06%
+33.62%
VRT - VERTIV HOLDINGS CO
Add 20% ($3.1M)
1.54%
$19.2M
BE - BLOOM ENERGY CORP
Reduce 41% $(11.1M)
1.27%
$15.8M
+577.45%
+132.50%
TDS - TELEPHONE & DATA SYS INC
Add 19% ($2.1M)
1.10%
$13.6M
HPE - HEWLETT PACKARD ENTERPRISE C
Reduce 61% $(20.4M)
1.06%
$13.2M
+38.07%
+23.24%
NTST - NETSTREIT CORP
Reduce 6% $(749.9K)
0.96%
$11.9M
KRG - KITE RLTY GROUP TR
New Purchase
0.84%
$10.4M
+11.54%
-5.62%
CBRE - CBRE GROUP INC
Reduce 31% $(3.7M)
0.68%
$8.4M
+3.49%
+20.59%
VRE - VERIS RESIDENTIAL INC
Add 30% ($1.2M)
0.43%
$5.3M
PLD - PROLOGIS INC.
Reduce 12% $(637.2K)
0.37%
$4.6M
AIV - APARTMENT INVT & MGMT CO
Reduce 28% $(1.7M)
0.35%
$4.4M
GLPI - GAMING & LEISURE PPTYS INC
Reduce 11% $(516.7K)
0.32%
$4.0M
+1.04%
+0.74%
BRDG - BRIDGE INVT GROUP HLDGS INC
New Purchase
0.28%
$3.4M
HR - HEALTHCARE RLTY TR
Reduce 100%
0.00%
$0.00
TER - TERADYNE INC
Reduce 100%
0.00%
$0.00
H - HYATT HOTELS CORP
Reduce 100%
0.00%
$0.00
RHP - RYMAN HOSPITALITY PPTYS INC
Reduce 100%
0.00%
$0.00
CZR - CAESARS ENTERTAINMENT INC NE
Reduce 100%
0.00%
$0.00
MRVL - MARVELL TECHNOLOGY INC
Reduce 100%
0.00%
$0.00
HLIT - HARMONIC INC
Reduce 100%
0.00%
$0.00
OUT - OUTFRONT MEDIA INC
Reduce 100%
0.00%
$0.00
N/A - BLACKSTONE MORTGAGE TRUST IN
Reduce 100%
0.00%
$0.00
EGP - EASTGROUP PPTYS INC
Reduce 100%
0.00%
$0.00