DigitalBridge Group, Inc. — 13F Holdings & Portfolio
CIK 1679688 · latest 13F-HR filed 2026-05-15
DigitalBridge Group, Inc. manages $1.58B in 13F-reported U.S. long-equity assets across 143 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are EQIX (7.79%), SBAC (5.76%), DOX (5.76%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 12 new positions, exited 13, added to 24, and trimmed 16.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$1.58B
Long-equity book
143
Distinct positions
2026-03-31
Filed 2026-05-15
+12 / −13 / ↑24 / ↓16
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- AT&T INC$37.4M +76.5%
- EQUINIX INC$30.9M +29.9%
- ARISTA NETWORKS INC$17.1M +38.4%
- AMDOCS LTD$16.0M +20.0%
- NVIDIA CORPORATION$14.9M +39.1%
Top Trims
- ENTEGRIS INC-$14.7M -37.9%
- KITE REALTY GROUP TRUST-$7.2M -58.5%
- DIGITAL RLTY TR INC-$6.7M -42.0%
- TELEPHONE & DATA SYS INC-$5.0M -59.7%
- COMCAST CORP NEW-$4.6M -13.8%
New Positions
- IRON MTN INC DEL$51.5M
- NETFLIX INC.$46.9M
- SEMTECH CORP$43.1M
- INVITATION HOMES INC$17.4M
- U HAUL HOLDING COMPANY$15.5M
Exited Positions
- MARVELL TECHNOLOGY INC$31.5M
- BROADCOM INC$31.4M
- UDR INC$13.7M
- OUTFRONT MEDIA INC$8.8M
- CBRE GROUP INC$8.3M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | EQUINIX INC | EQIX | 29444U700 | $123.5M | 7.79% | 125,959 | SH |
| 2 | SBA COMMUNICATIONS CORP | SBAC | 78410G104 | $91.3M | 5.76% | 530,545 | SH |
| 3 | AMDOCS LTD | DOX | G02602103 | $91.2M | 5.76% | 1,397,581 | SH |
| 4 | AT&T INC | T | 00206R102 | $81.9M | 5.17% | 2,825,767 | SH |
| 5 | AMAZON COM INC | AMZN | 023135106 | $59.2M | 3.73% | 284,036 | SH |
| 6 | ARISTA NETWORKS INC | ANET | 040413205 | $58.4M | 3.69% | 475,890 | SH |
| 7 | HEWLETT PACKARD ENTERPRISE C | HPE | 42824C109 | $53.4M | 3.37% | 2,243,758 | SH |
| 8 | NVIDIA CORPORATION | NVDA | 67066G104 | $50.3M | 3.17% | 288,291 | SH |
| 9 | LIVE NATION ENTERTAINMENT IN | LYV | 538034109 | $49.7M | 3.14% | 325,922 | SH |
| 10 | VERTIV HOLDINGS CO | VRT | 92537N108 | $49.2M | 3.10% | 196,246 | SH |
| 11 | IRON MTN INC DEL | IRM | 46284V101 | $48.8M | 3.08% | 477,892 | SH |
| 12 | CIENA CORP | CIEN | 171779309 | $48.6M | 3.07% | 125,164 | SH |
| 13 | QUANTA SVCS INC | PWR | 74762E102 | $46.2M | 2.92% | 84,185 | SH |
| 14 | LUMENTUM HLDGS INC | LITE | 55024U109 | $45.3M | 2.86% | 64,463 | SH |
| 15 | NETFLIX INC. | NFLX | 64110L106 | $44.4M | 2.80% | 462,081 | SH |
| 16 | ROGERS COMMUNICATIONS INC | RCI | 775109200 | $41.9M | 2.65% | 1,089,878 | SH |
| 17 | SALESFORCE INC | CRM | 79466L302 | $41.7M | 2.63% | 223,293 | SH |
| 18 | SEMTECH CORP | SMTC | 816850101 | $40.9M | 2.58% | 531,827 | SH |
| 19 | DISNEY WALT CO | DIS | 254687106 | $40.5M | 2.55% | 419,710 | SH |
| 20 | SEAGATE TECHNOLOGY HLDNGS PL | STX | G7997R103 | $40.1M | 2.53% | 102,460 | SH |
| 21 | WARNER MUSIC GROUP CORP | WMG | 934550203 | $37.6M | 2.38% | 1,474,120 | SH |
| 22 | BLOOM ENERGY CORP | BE | 093712107 | $33.7M | 2.13% | 248,630 | SH |
| 23 | TKO GROUP HOLDINGS INC | TKO | 87256C101 | $33.4M | 2.11% | 165,452 | SH |
| 24 | COMCAST CORP NEW | CMCSA | 20030N101 | $27.4M | 1.73% | 955,634 | SH |
| 25 | ENTEGRIS INC | ENTG | 29362U104 | $22.8M | 1.44% | 194,093 | SH |
| 26 | COGENT COMM HOLDINGS INC | CCOI | 19239V302 | $20.4M | 1.29% | 1,083,608 | SH |
| 27 | INVITATION HOMES INC | INVH | 46187W107 | $13.3M | 0.84% | 533,500 | SH |
| 28 | U HAUL HOLDING COMPANY | UHAL.B | 023586506 | $11.4M | 0.72% | 255,800 | SH |
| 29 | GAMING & LEISURE P | GLPI | 36467J108 | $11.3M | 0.71% | 254,300 | SH |
| 30 | EQUINIX INC | EQIX | 29444U700 | $7.8M | 0.49% | 7,972 | SH |
| 31 | LXP INDUSTRIAL TRUST | LXP | 529043408 | $7.7M | 0.49% | 167,300 | SH |
| 32 | DIGITAL RLTY TR INC | DLR | 253868103 | $7.2M | 0.45% | 39,900 | SH |
| 33 | JANUS LIVING INC | JAN | 471024109 | $7.1M | 0.45% | 301,678 | SH |
| 34 | SBA COMMUNICATIONS CORP | SBAC | 78410G104 | $6.9M | 0.44% | 40,374 | SH |
| 35 | CUBESMART | CUBE | 229663109 | $6.8M | 0.43% | 184,650 | SH |
| 36 | CAMDEN PPTY TR | CPT | 133131102 | $6.4M | 0.41% | 66,000 | SH |
| 37 | TERRENO RLTY CORP | TRNO | 88146M101 | $6.2M | 0.39% | 101,200 | SH |
| 38 | MACERICH CO | MAC | 554382101 | $5.6M | 0.36% | 297,900 | SH |
| 39 | SONIDA SENIOR LIVING INC | SNDA | 140475203 | $5.4M | 0.34% | 166,200 | SH |
| 40 | INVITATION HOMES INC | INVH | 46187W107 | $4.2M | 0.26% | 168,200 | SH |
| 41 | U HAUL HOLDING COMPANY | UHAL.B | 023586506 | $4.1M | 0.26% | 92,100 | SH |
| 42 | GAMING & LEISURE P | GLPI | 36467J108 | $4.1M | 0.26% | 91,700 | SH |
| 43 | COLLIERS INTL GROUP INC | CIGI | 194693107 | $3.9M | 0.25% | 36,600 | SH |
| 44 | LXP INDUSTRIAL TRUST | LXP | 529043408 | $3.7M | 0.23% | 79,800 | SH |
| 45 | COLLIERS INTL GROUP INC | CIGI | 194693107 | $3.5M | 0.22% | 32,700 | SH |
| 46 | KITE REALTY GROUP TRUST | KRG | 49803T300 | $3.5M | 0.22% | 141,700 | SH |
| 47 | NEXPOINT RESIDENTIAL TR INC | NXRT | 65341D102 | $3.3M | 0.21% | 130,400 | SH |
| 48 | EQUINIX INC | EQIX | 29444U700 | $3.0M | 0.19% | 3,072 | SH |
| 49 | WHITESTONE REIT | WSR | 966084204 | $3.0M | 0.19% | 183,000 | SH |
| 50 | POSTAL REALTY TRUST INC | PSTL | 73757R102 | $2.8M | 0.18% | 150,946 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $1.58B | 143 | 0001172661-26-002001 |
| 2025-12-31 | 2026-02-12 | $1.31B | 165 | 0001172661-26-000693 |
| 2025-09-30 | 2025-11-18 | $1.25B | 150 | 0001172661-25-005202 |