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DigitalBridge Group, Inc. 13F Holdings
Holdings from the most recent 13F from DigitalBridge Group, Inc.
Filed: 2026-02-12 (Q4 2025) | Holdings: 165 | 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 |
| EQIX - EQUINIX INC | Add 14% ($12.4M) | 7.69% | $100.8M | ||||
| SBAC - SBA COMMUNICATIONS CORP NEW | Add 16% ($12.6M) | 6.87% | $90.0M | -13.24% | |||
| DOX - AMDOCS LTD | Add 26% ($15.4M) | 5.74% | $75.2M | -3.29% | |||
| AMZN - AMAZON COM INC | Add 34% ($13.7M) | 4.08% | $53.5M | +4.72% | |||
| T - AT&T INC | Add 8% ($3.4M) | 3.51% | $46.0M | ||||
| LITE - LUMENTUM HLDGS INC | Reduce 47% $(39.0M) | 3.30% | $43.3M | ||||
| LYV - LIVE NATION ENTERTAINMENT IN | Add 37% ($11.7M) | 3.27% | $42.9M | -2.39% | |||
| STX - SEAGATE TECHNOLOGY HLDNGS PL | Reduce 20% $(10.3M) | 3.24% | $42.4M | ||||
| ANET - ARISTA NETWORKS INC | Add 44% ($12.7M) | 3.18% | $41.8M | ||||
| DIS - DISNEY WALT CO | Add 24% ($7.8M) | 3.10% | $40.6M | -4.95% | |||
| CRM - SALESFORCE INC | Add 7% ($2.6M) | 3.00% | $39.3M | ||||
| HPE - HEWLETT PACKARD ENTERPRISE C | Reduce 12% $(5.5M) | 2.98% | $39.1M | +7.80% | |||
| WMG - WARNER MUSIC GROUP CORP | Add 11% ($3.6M) | 2.84% | $37.2M | ||||
| VRT - VERTIV HOLDINGS CO | Reduce 21% $(9.6M) | 2.81% | $36.8M | ||||
| CIEN - CIENA CORP | Reduce 48% $(33.5M) | 2.78% | $36.4M | +32.13% | |||
| ENTG - ENTEGRIS INC | Add 4% ($1.5M) | 2.76% | $36.2M | -9.88% | |||
| NVDA - NVIDIA CORPORATION | Add 16% ($4.8M) | 2.73% | $35.8M | -6.97% | |||
| TKO - TKO GROUP HOLDINGS INC | Add 11% ($3.4M) | 2.73% | $35.8M | +0.99% | |||
| PWR - QUANTA SVCS INC | Reduce 7% $(2.5M) | 2.47% | $32.3M | +6.18% | |||
| CMCSA - COMCAST CORP NEW | Add 32% ($7.6M) | 2.40% | $31.5M | -9.43% | |||
| RCI - ROGERS COMMUNICATIONS INC | Reduce 26% $(11.2M) | 2.37% | $31.1M | ||||
| MRVL - MARVELL TECHNOLOGY INC | New Purchase | 2.26% | $29.6M | +27.07% | |||
| AVGO - BROADCOM INC | Reduce 8% $(2.7M) | 2.25% | $29.5M | ||||
| BE - BLOOM ENERGY CORP | Reduce 39% $(14.5M) | 1.71% | $22.4M | -0.53% | |||
| GLPI - GAMING & LEISURE PPTYS INC | Add 346% ($12.6M) | 1.24% | $16.2M | -2.62% | |||
| DLR - DIGITAL RLTY TR INC | Add 32% ($3.8M) | 1.21% | $15.9M | -0.03% | |||
| UDR - UDR INC | New Purchase | 1.04% | $13.7M | -11.87% | |||
| CCOI - COGENT COMMUNICATIONS HLDGS | Reduce 27% $(4.8M) | 0.98% | $12.9M | -28.44% | |||
| KRG - KITE RLTY GROUP TR | Add 41% ($2.9M) | 0.76% | $9.9M | -0.65% | |||
| TDS - TELEPHONE & DATA SYS INC | Reduce 9% $(832.3K) | 0.64% | $8.4M | ||||
| CBRE - CBRE GROUP INC | Add 32% ($2.0M) | 0.63% | $8.3M | -2.99% | |||
| MAC - MACERICH CO | Add 41% ($1.8M) | 0.46% | $6.0M | +6.32% | |||
| TRNO - TERRENO RLTY CORP | Reduce 72% $(14.7M) | 0.43% | $5.6M | -4.65% | |||
| OUT - OUTFRONT MEDIA INC | Reduce 68% $(10.3M) | 0.36% | $4.7M | +5.75% | |||
| NTST - NETSTREIT CORP | Reduce 26% $(1.3M) | 0.28% | $3.7M | ||||
| AD - ARRAY DIGITAL INFRASTRUCTURE | New Purchase | 0.28% | $3.7M | ||||
| WSR - WHITESTONE REIT | New Purchase | 0.25% | $3.3M | +8.91% | |||
| CCI - CROWN CASTLE INC | Reduce 100% | 0.00% | $0.00 | ||||
| GLIBK - GCI LIBERTY INC | Reduce 100% | 0.00% | $0.00 | ||||
| LXP - LXP INDUSTRIAL TRUST | Reduce 100% | 0.00% | $0.00 | ||||
| VRE - VERIS RESIDENTIAL INC | Reduce 100% | 0.00% | $0.00 | ||||
| SPY - SPDR S&P 500 ETF TR | PUT | Reduce 100% | 0.00% | $0.00 | |||