DigitalBridge Group, Inc. reported 54 positions worth $1.62B for the quarter ended Jun 30, 2026, up 6.2% on the prior quarter. It opened 8 new positions, added to 18, trimmed 28 and exited 9. Its largest holding is Equinix Inc at 7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMT American Tower Corp | +504.8K | – | $82.58M | 5.1% |
| AXON Axon Enterprise, Inc. | +112.9K | – | $63.29M | 3.91% |
| TMUS T-Mobile US, Inc. | +301.9K | – | $50.65M | 3.13% |
| ENTG Entegris Inc | +96.8K | +47.3% | $17.41M | 3.35% |
| DOX Amdocs Ltd | +313.8K | +21.3% | $15.86M | 5.58% |
| NFLX Netflix Inc | +169.9K | +34.9% | $12.13M | 2.9% |
| CMCSA Comcast Corp | +278.0K | +27.6% | $6.82M | 1.95% |
| EXR Extra Space Storage Inc. | +43.9K | – | $6.37M | 0.394% |
| WMG Warner Music Group Corp. | +226.1K | +14.6% | $6.12M | 2.97% |
| SMA SmartStop Self Storage REIT, Inc. | +182.2K | – | $5.92M | 0.366% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| T At&T Inc. | -2.98M | -100.0% | $86.39M | Exited |
| HPE Hewlett Packard Enterprise Co | -1.23M | -51.9% | $55.42M | 3.17% |
| STX Seagate Technology Holdings plc | -53.1K | -49.1% | $51.24M | 3.28% |
| SBAC Sba Communications Corp | -263.0K | -45.1% | $46.41M | 3.49% |
| BE Bloom Energy Corp | -136.8K | -52.2% | $41.41M | 2.35% |
| TKO TKO Group Holdings, Inc. | -174.6K | -100.0% | $35.20M | Exited |
| SMTC Semtech Corp | -199.9K | -35.6% | $32.35M | 3.61% |
| EQIX Equinix Inc | -28.3K | -20.7% | $29.51M | 7% |
| PWR Quanta Services, Inc. | -33.3K | -37.5% | $23.96M | 2.47% |
| CCOI Cogent Communications Holdings, Inc. | -1.14M | -100.0% | $21.53M | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| AMT American Tower Corp | +504.8K | $82.58M | 5.1% |
| AXON Axon Enterprise, Inc. | +112.9K | $63.29M | 3.91% |
| TMUS T-Mobile US, Inc. | +301.9K | $50.65M | 3.13% |
| EXR Extra Space Storage Inc. | +43.9K | $6.37M | 0.394% |
| SMA SmartStop Self Storage REIT, Inc. | +182.2K | $5.92M | 0.366% |
| XRN Chiron Real Estate Inc. | +112.9K | $4.24M | 0.262% |
| AHR American Healthcare REIT, Inc. | +78.0K | $4.07M | 0.251% |
| NVR Nvr Inc | +140 | $953.88K | 0.059% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| T At&T Inc. | -2.98M | $86.39M | 5.67% |
| TKO TKO Group Holdings, Inc. | -174.6K | $35.20M | 2.31% |
| CCOI Cogent Communications Holdings, Inc. | -1.14M | $21.53M | 1.41% |
| CUBE CubeSmart | -251.1K | $9.20M | 0.604% |
| KRG Kite Realty Group Trust | -207.9K | $5.10M | 0.335% |
| WELL Welltower Inc. | -6,850 | $1.35M | 0.089% |
| FPS Forgent Power Solutions, Inc. | -45.6K | $1.33M | 0.088% |
| ILPT Industrial Logistics Properties Trust | -213.4K | $1.21M | 0.08% |
| KIMPN KIMCO REALTY CORP DEP SHS REPSTG PFD CONV CL N 7.25% | -11.0K | $657.25K | 0.043% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | EQIX Equinix Inc | Technology | 108.7K | $113.30M | 7% | -28.3K | -20.7% | Reduced | 0.11% |
| 2 | DOX Amdocs Ltd | Technology | 1.79M | $90.36M | 5.58% | +313.8K | +21.3% | Added | 1.61% |
| 3 | AMT American Tower Corp | Real Estate | 504.8K | $82.58M | 5.1% | +504.8K | – | New | 0.11% |
| 4 | ANET Arista Networks, Inc. | Technology | 408.2K | $69.35M | 4.28% | -93.9K | -18.7% | Reduced | 0.03% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 277.9K | $66.24M | 4.09% | -21.5K | -7.2% | Reduced | 0% |
| 6 | CIEN Ciena Corp | Technology | 130.0K | $63.75M | 3.94% | -2,127 | -1.6% | Reduced | 0.09% |
| 7 | AXON Axon Enterprise, Inc. | Technology | 112.9K | $63.29M | 3.91% | +112.9K | – | New | 0.14% |
| 8 | VRT Vertiv Holdings Co | Industrials | 181.3K | $60.70M | 3.75% | -25.5K | -12.3% | Reduced | 0.05% |
| 9 | LYV Live Nation Entertainment, Inc. | Communication Services | 323.2K | $59.18M | 3.66% | -20.7K | -6.0% | Reduced | 0.14% |
| 10 | SMTC Semtech Corp | Technology | 361.2K | $58.46M | 3.61% | -199.9K | -35.6% | Reduced | 0.39% |
| 11 | IRM Iron Mountain Inc | Industrials | 457.1K | $57.74M | 3.57% | -46.9K | -9.3% | Reduced | 0.15% |
| 12 | SBAC Sba Communications Corp | Real Estate | 320.3K | $56.51M | 3.49% | -263.0K | -45.1% | Reduced | 0.3% |
| 13 | ENTG Entegris Inc | Technology | 301.6K | $54.24M | 3.35% | +96.8K | +47.3% | Added | 0.2% |
| 14 | LITE Lumentum Holdings Inc. | Technology | 62.9K | $53.94M | 3.33% | -5,166 | -7.6% | Reduced | 0.07% |
| 15 | NVDA Nvidia Corp | Technology | 265.5K | $53.13M | 3.28% | -38.7K | -12.7% | Reduced | 0% |
Tip. Select a row to see that position’s full history at DigitalBridge.
As of its Q2 2026 13F filing, DigitalBridge Group, Inc.’s five largest positions were Equinix Inc (EQIX) at 7.0%, Amdocs Ltd (DOX) at 5.6%, American Tower Corp (AMT) at 5.1%, Arista Networks, Inc. (ANET) at 4.3%, Amazon Com Inc (AMZN) at 4.1% of the reported portfolio.
DigitalBridge Group, Inc. reported a 13F portfolio worth $1.62B across 54 positions for Q2 2026. That is up 6.2% from the previous quarter.
Its largest purchases by value were American Tower Corp ($82.58M), Axon Enterprise, Inc. ($63.29M), T-Mobile US, Inc. ($50.65M). It opened 8 new positions.
Its largest sales by value were At&T Inc. ($86.39M), Hewlett Packard Enterprise Co ($55.42M), Seagate Technology Holdings plc ($51.24M). It exited 9 positions entirely.
From the Form 13F-HR reports DigitalBridge Group, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.