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 $1.67B across 57 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: EQIX ($113.3M, 6.78%), DOX ($90.4M, 5.41%), AMT ($82.6M, 4.94%), ANET ($69.3M, 4.15%), AMZN ($66.2M, 3.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | EQIX | EQUINIX INC | $113.3M | 6.78% | 108,695 | Trimmed |
| 2 | DOX | AMDOCS LTD | $90.4M | 5.41% | 1.8M | Added |
| 3 | AMT | AMERICAN TOWER CORP | $82.6M | 4.94% | 504,843 | New |
| 4 | ANET | ARISTA NETWORKS INC | $69.3M | 4.15% | 408,203 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $66.2M | 3.96% | 277,905 | Trimmed |
| 6 | CIEN | CIENA CORP | $63.8M | 3.82% | 129,954 | Trimmed |
| 7 | AXON | AXON ENTERPRISE INC | $63.3M | 3.79% | 112,894 | New |
| 8 | VRT | VERTIV HOLDINGS CO | $60.7M | 3.63% | 181,289 | Trimmed |
| 9 | LYV | LIVE NATION ENTERTAINMENT IN | $59.2M | 3.54% | 323,169 | Trimmed |
| 10 | SMTC | SEMTECH CORP | $58.5M | 3.50% | 361,212 | Trimmed |
| 11 | IRM | IRON MTN INC DEL | $57.7M | 3.46% | 457,126 | Trimmed |
| 12 | SBAC | SBA COMMUNICATIONS CORP | $56.5M | 3.38% | 320,258 | Trimmed |
| 13 | ENTG | ENTEGRIS INC | $54.2M | 3.25% | 301,591 | Added |
| 14 | LITE | LUMENTUM HLDGS INC | $53.9M | 3.23% | 62,861 | Trimmed |
| 15 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $53.1M | 3.18% | 55,027 | Trimmed |
| 16 | NVDA | NVIDIA CORPORATION | $53.1M | 3.18% | 265,525 | Trimmed |
| 17 | HPE | HEWLETT PACKARD ENTERPRISE C | $51.3M | 3.07% | 1.1M | Trimmed |
| 18 | TMUS | T-MOBILE US INC | $50.6M | 3.03% | 301,949 | New |
| 19 | WMG | WARNER MUSIC GROUP CORP | $48.1M | 2.88% | 1.8M | Added |
| 20 | NFLX | NETFLIX INC. | $46.9M | 2.81% | 657,444 | Added |
| 21 | DIS | DISNEY WALT CO | $44.4M | 2.66% | 461,728 | Added |
| 22 | PWR | QUANTA SVCS INC | $40.0M | 2.39% | 55,513 | Trimmed |
| 23 | CRM | SALESFORCE INC | $37.9M | 2.27% | 241,916 | Added |
| 24 | BE | BLOOM ENERGY CORP | $38.0M | 2.27% | 125,435 | Trimmed |
| 25 | CMCSA | COMCAST CORP NEW | $31.6M | 1.89% | 1.3M | Added |
Source: SEC Form 13F filings · as of 2026-06-30