Digitalbridge Group, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Digitalbridge Group, Inc. disclosed 52 stock positions valued at approximately $1.66B as of quarter-end June 30, 2026. The largest holdings include EQUINIX INC, AMDOCS LTD, and AMERICAN TOWER CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 52
- Portfolio Value
- $1.66B
Holdings by Sector
Digitalbridge Group, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| EQUINIX INC | EQIX | Real Estate | 6.81% | 108,695 | -28,308 | -20.66% | $113,302,581 |
| AMDOCS LTD | DOX | Technology | 5.43% | 1,787,852 | +313,792 | +21.29% | $90,358,041 |
| AMERICAN TOWER CORP | AMT | Real Estate | 4.97% | 504,843 | +504,843 | +100.00% | $82,577,171 |
| ARISTA NETWORKS INC | ANET | Other | 4.17% | 408,203 | -93,896 | -18.70% | $69,345,526 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.98% | 277,905 | -21,533 | -7.19% | $66,235,877 |
| CIENA CORP | CIEN | Technology | 3.83% | 129,954 | -2,127 | -1.61% | $63,750,235 |
| AXON ENTERPRISE INC | AXON | Industrials | 3.81% | 112,894 | +112,894 | +100.00% | $63,289,506 |
| VERTIV HOLDINGS CO | VRT | Industrials | 3.65% | 181,289 | -25,501 | -12.33% | $60,699,183 |
| LIVE NATION ENTERTAINMENT IN | LYV | Communication Services | 3.56% | 323,169 | -20,687 | -6.02% | $59,175,477 |
| SEMTECH CORP | SMTC | Technology | 3.52% | 361,212 | -199,899 | -35.63% | $58,462,161 |
| IRON MTN INC DEL | IRM | Real Estate | 3.47% | 457,126 | -46,895 | -9.30% | $57,739,586 |
| SBA COMMUNICATIONS CORP | SBAC | Real Estate | 3.40% | 320,258 | -262,985 | -45.09% | $56,512,726 |
| ENTEGRIS INC | ENTG | Technology | 3.26% | 301,591 | +96,806 | +47.27% | $54,244,156 |
| LUMENTUM HLDGS INC | LITE | Technology | 3.24% | 62,861 | -5,166 | -7.59% | $53,938,509 |
| NVIDIA CORPORATION | NVDA | Technology | 3.20% | 265,525 | -38,685 | -12.72% | $53,128,896 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 3.19% | 55,027 | -53,094 | -49.11% | $53,101,055 |
| HEWLETT PACKARD ENTERPRISE C | HPE | Technology | 3.09% | 1,138,261 | -1,228,502 | -51.91% | $51,346,953 |
| T-MOBILE US INC | TMUS | Communication Services | 3.05% | 301,949 | +301,949 | +100.00% | $50,645,906 |
| WARNER MUSIC GROUP CORP | WMG | Communication Services | 2.90% | 1,778,671 | +226,137 | +14.57% | $48,148,623 |
| NETFLIX INC. | NFLX | Communication Services | 2.82% | 657,444 | +169,919 | +34.85% | $46,941,503 |
| DISNEY WALT CO | DIS | Communication Services | 2.67% | 461,728 | +19,103 | +4.32% | $44,441,319 |
| QUANTA SVCS INC | PWR | Industrials | 2.40% | 55,513 | -33,271 | -37.47% | $39,971,581 |
| BLOOM ENERGY CORP | BE | Industrials | 2.28% | 125,435 | -136,815 | -52.17% | $37,969,175 |
| SALESFORCE INC | CRM | Technology | 2.28% | 241,916 | +6,582 | +2.80% | $37,898,561 |
| COMCAST CORP NEW | CMCSA | Communication Services | 1.90% | 1,285,964 | +277,989 | +27.58% | $31,570,415 |
| ROGERS COMMUNICATIONS INC | RCI | Communication Services | 1.77% | 908,269 | -220,917 | -19.56% | $29,481,278 |
| INVITATION HOMES INC | INVH | Real Estate | 1.07% | 586,700 | -115,000 | -16.39% | $17,724,207 |
| U HAUL HOLDING COMPANY | UHAL-B | Industrials | 0.96% | 275,961 | -71,939 | -20.68% | $15,922,950 |
| GAMING & LEISURE P | GLPI | Real Estate | 0.94% | 350,000 | +4,000 | +1.16% | $15,585,500 |
| JANUS LIVING INC | JAN | Other | 0.94% | 541,300 | +129,367 | +31.40% | $15,556,962 |
Showing 30 of 52 holdings in the latest reporting period.
Digitalbridge Group, Inc. Options Holdings in Q2 2026
Showing 4 of 4 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.