Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
DigitalBridge Group, Inc. (CIK 1679688) reported $1.58B across 56 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: EQIX ($134.3M, 8.48%), SBAC ($100.4M, 6.33%), DOX ($96.2M, 6.07%), T ($86.4M, 5.45%), AMZN ($62.4M, 3.94%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | EQIX | EQUINIX INC | $134.3M | 8.48% | 137,003 | Added |
| 2 | SBAC | SBA COMMUNICATIONS CORP | $100.4M | 6.33% | 583,243 | Added |
| 3 | DOX | AMDOCS LTD | $96.2M | 6.07% | 1.5M | Added |
| 4 | T | AT&T INC | $86.4M | 5.45% | 3.0M | Added |
| 5 | AMZN | AMAZON COM INC | $62.4M | 3.94% | 299,438 | Added |
| 6 | ANET | ARISTA NETWORKS INC | $61.6M | 3.89% | 502,099 | Added |
| 7 | HPE | HEWLETT PACKARD ENTERPRISE C | $56.4M | 3.56% | 2.4M | Added |
| 8 | NVDA | NVIDIA CORPORATION | $53.1M | 3.35% | 304,210 | Added |
| 9 | LYV | LIVE NATION ENTERTAINMENT IN | $52.4M | 3.31% | 343,856 | Added |
| 10 | VRT | VERTIV HOLDINGS CO | $51.8M | 3.27% | 206,790 | Trimmed |
| 11 | IRM | IRON MTN INC DEL | $51.5M | 3.25% | 504,021 | New |
| 12 | CIEN | CIENA CORP | $51.3M | 3.24% | 132,081 | Trimmed |
| 13 | PWR | QUANTA SVCS INC | $48.7M | 3.08% | 88,784 | Added |
| 14 | LITE | LUMENTUM HLDGS INC | $47.8M | 3.02% | 68,027 | Trimmed |
| 15 | NFLX | NETFLIX INC. | $46.9M | 2.96% | 487,525 | New |
| 16 | CRM | SALESFORCE INC | $43.9M | 2.77% | 235,334 | Added |
| 17 | RCI | ROGERS COMMUNICATIONS INC | $43.4M | 2.74% | 1.1M | Added |
| 18 | SMTC | SEMTECH CORP | $43.1M | 2.72% | 561,111 | New |
| 19 | DIS | DISNEY WALT CO | $42.7M | 2.69% | 442,625 | Added |
| 20 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $42.4M | 2.67% | 108,121 | Trimmed |
| 21 | WMG | WARNER MUSIC GROUP CORP | $39.7M | 2.50% | 1.6M | Added |
| 22 | BE | BLOOM ENERGY CORP | $35.5M | 2.24% | 262,250 | Trimmed |
| 23 | TKO | TKO GROUP HOLDINGS INC | $35.2M | 2.22% | 174,562 | Trimmed |
| 24 | CMCSA | COMCAST CORP NEW | $28.9M | 1.83% | 1.0M | Trimmed |
| 25 | ENTG | ENTEGRIS INC | $24.0M | 1.52% | 204,785 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31