DigitalBridge Group, Inc.
63 holdingsFiling period: 2026-03-31Current AUM: $1.75Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | EQIX | EQUINIX INC | 137.0K | $134.3M | $139.6M | 7.98% | +2.1K | 2026-03-31 |
| 2 | SBAC | SBA COMMUNICATIONS CORP | 583.2K | $100.4M | $105.6M | 6.03% | +105.4K | 2026-03-31 |
| 3 | — | AMDOCS LTD | 1.47M | $96.2M | $96.2M | 5.50% | +478.5K | 2026-03-31 |
| 4 | T | AT&T INC | 2.98M | $86.4M | $69.3M | 3.96% | +1.01M | 2026-03-31 |
| 5 | AMZN | AMAZON COM INC | 299.4K | $62.4M | $81.3M | 4.65% | +52.6K | 2026-03-31 |
| 6 | ANET | ARISTA NETWORKS INC | 502.1K | $61.6M | $90.6M | 5.18% | +162.3K | 2026-03-31 |
| 7 | HPE | HEWLETT PACKARD ENTERPRISE C | 2.37M | $56.4M | $113.4M | 6.48% | +633.1K | 2026-03-31 |
| 8 | NVDA | NVIDIA CORPORATION | 304.2K | $53.1M | $61.1M | 3.49% | +99.8K | 2026-03-31 |
| 9 | LYV | LIVE NATION ENTERTAINMENT IN | 343.9K | $52.4M | $59.9M | 3.42% | +22.9K | 2026-03-31 |
| 10 | VRT | VERTIV HOLDINGS CO | 206.8K | $51.8M | $50.0M | 2.86% | -34,881 | 2026-03-31 |
| 11 | IRM | IRON MTN INC DEL | 504.0K | $51.5M | $61.6M | 3.52% | -- | 2026-03-31 |
| 12 | CIEN | CIENA CORP | 132.1K | $51.3M | $49.8M | 2.85% | -33,951 | 2026-03-31 |
| 13 | PWR | QUANTA SVCS INC | 88.8K | $48.7M | $59.2M | 3.39% | +7.0K | 2026-03-31 |
| 14 | LITE | LUMENTUM HLDGS INC | 68.0K | $47.8M | $48.6M | 2.78% | -57,285 | 2026-03-31 |
| 15 | NFLX | NETFLIX INC. | 487.5K | $46.9M | $35.0M | 2.00% | -- | 2026-03-31 |
| 16 | CRM | SALESFORCE INC | 235.3K | $43.9M | $43.3M | 2.48% | +77.2K | 2026-03-31 |
| 17 | RCI | ROGERS COMMUNICATIONS INC | 1.13M | $43.4M | $38.2M | 2.19% | +265.7K | 2026-03-31 |
| 18 | SMTC | SEMTECH CORP | 561.1K | $43.1M | $66.1M | 3.78% | -- | 2026-03-31 |
| 19 | DIS | DISNEY WALT CO | 442.6K | $42.7M | $42.6M | 2.43% | +61.7K | 2026-03-31 |
| 20 | — | SEAGATE TECHNOLOGY HLDNGS PL | 108.1K | $42.4M | $42.4M | 2.42% | -56,071 | 2026-03-31 |
| 21 | WMG | WARNER MUSIC GROUP CORP | 1.55M | $39.7M | $40.3M | 2.30% | +259.8K | 2026-03-31 |
| 22 | BE | BLOOM ENERGY CORP | 262.3K | $35.5M | $54.0M | 3.09% | -13,197 | 2026-03-31 |
| 23 | TKO | TKO GROUP HOLDINGS INC | 174.6K | $35.2M | $31.7M | 1.81% | -7,607 | 2026-03-31 |
| 24 | CMCSA | COMCAST CORP NEW | 1.01M | $28.9M | $24.2M | 1.38% | -115,264 | 2026-03-31 |
| 25 | ENTG | ENTEGRIS INC | 204.8K | $24.0M | $24.4M | 1.39% | -254,144 | 2026-03-31 |
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