Q2 2026 13F · SEC CIK 1679688

DigitalBridge Group, Inc.

Investment managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.7B
Reported positions: 57
Top holdings a year, 3 yrs: +29.8%
Average holding period: 3.2 yrs

DigitalBridge Group, Inc. is an investment manager that reported 57 positions worth $1.7B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Equinix Inc (EQIX, 6.8%), Amdocs Ltd (DOX, 5.4%), American Tower Corp (AMT, 5.0%). A portfolio copying its top holdings returned 29.8% a year over the last 3 years, against 20.4% for the S&P 500.

DigitalBridge Group, Inc. holdings largest 50 of 57 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

DigitalBridge Group, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
EQIXEquinix Inc	6.8%	8.5%	108,695	-20.7%	$113.3M
DOXAmdocs Ltd	5.4%	6.1%	1,787,852	+21.3%	$90.4M
AMTAmerican Tower Corp	5.0%	—	504,843	—	$82.6M
ANETArista Networks Inc	4.2%	3.9%	408,203	-18.7%	$69.3M
AMZNAmazon Com Inc	4.0%	4.0%	277,905	-7.2%	$66.2M
CIENCiena Corp	3.8%	3.3%	129,954	-1.6%	$63.8M
AXONAxon Enterprise Inc	3.8%	—	112,894	—	$63.3M
VRTVertiv Holdings Co	3.6%	3.3%	181,289	-12.3%	$60.7M
LYVLive Nation Entertainment in	3.6%	3.3%	323,169	-6.0%	$59.2M
SMTCSemtech Corp	3.5%	2.7%	361,212	-35.6%	$58.5M
IRMIron Mtn Inc Del	3.5%	3.3%	457,126	-9.3%	$57.7M
SBACSba Communications Corp	3.4%	6.4%	320,258	-45.1%	$56.5M
ENTGEntegris Inc	3.3%	1.5%	301,591	+47.3%	$54.2M
LITELumentum Hldgs Inc	3.2%	3.0%	62,861	-7.6%	$53.9M
NVDANvidia Corporation	3.2%	3.4%	265,525	-12.7%	$53.1M
STXSeagate Technology Hldngs Pl	3.2%	2.7%	55,027	-49.1%	$53.1M
HPEHewlett Packard Enterprise C	3.1%	3.6%	1,138,261	-51.9%	$51.3M
TMUST-Mobile US Inc	3.0%	—	301,949	—	$50.6M
WMGWarner Music Group Corp Cl A	2.9%	2.5%	1,778,671	+14.6%	$48.1M
NFLXNetflix Inc.	2.8%	3.0%	657,444	+34.9%	$46.9M
DISDisney Walt Co	2.7%	2.7%	461,728	+4.3%	$44.4M
PWRQuanta Svcs Inc	2.4%	3.1%	55,513	-37.5%	$40.0M
BEBloom Energy Corp	2.3%	2.3%	125,435	-52.2%	$38.0M
CRMSalesforce Inc	2.3%	2.8%	241,916	+2.8%	$37.9M
CMCSAComcast Corp New	1.9%	1.8%	1,285,964	+27.6%	$31.6M
RCIRogers Communications Inc	1.8%	2.8%	908,269	-19.6%	$29.5M
INVHInvitation Homes Inc	1.1%	1.1%	586,700	-16.4%	$17.7M
UHALBU Haul Holding Company	1.0%	1.0%	275,961	-20.7%	$15.9M
GLPIGaming & Leisure P	0.9%	1.0%	350,000	+1.2%	$15.6M
JANJanus Living Inc	0.9%	0.6%	541,300	+31.4%	$15.6M
SNDASonida Senior Living Inc	0.8%	0.5%	309,900	+36.9%	$12.6M
AVBAvalonBay Communities Inc	0.8%	—	66,550	—	$12.6M
CPTCamden Ppty Tr	0.5%	0.5%	76,100	-12.3%	$8.7M
TRNOTerreno Rlty Corp	0.5%	0.5%	131,000	-2.2%	$8.5M
MACMacerich Co	0.4%	0.5%	294,700	-30.3%	$7.4M
NXRTNexpoint Residential Tr Inc	0.4%	0.3%	259,204	+31.4%	$7.2M
TDSTelephone & Data Sys Inc	0.4%	0.2%	188,831	+133.7%	$7.0M
EXRExtra Space Storage Inc	0.4%	—	43,850	—	$6.4M
CIGIColliers Intl Group Inc.	0.4%	0.5%	66,500	-4.0%	$6.2M
SMASmartstop Self Storag REIT I	0.4%	—	182,200	—	$5.9M
PSTLPostal Realty Trust Inc Cl A	0.4%	0.3%	238,061	+5.1%	$5.9M
LXPLxp Industrial Trust	0.3%	0.7%	88,100	-64.3%	$4.7M
PLDPrologis Inc	0.3%	0.1%	33,000	+167.2%	$4.5M
XRNChiron Real Estate Inc	0.3%	—	112,913	—	$4.2M
AHRAmerican Healthcare REIT Inc	0.2%	—	78,000	—	$4.1M
DLRDigital Rlty Tr Inc	0.2%	0.6%	14,600	-71.4%	$2.6M
EPR-PEEpr Pptys	0.1%	0.1%	62,000	-9.0%	$2.0M
EPR-PCEpr Pptys	0.1%	0.2%	75,000	-37.2%	$1.9M
LAMRLamar Advertising Co New Cl A	0.1%	0.1%	12,000	-21.6%	$1.9M
EGPEastgroup Pptys Inc	0.1%	0.1%	8,600	-2.3%	$1.7M

What DigitalBridge Group, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +62.8% /yr; S&P 500 +20.1%
3 years: +29.8% /yr; S&P 500 +20.4%
5 years: +14.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.7B	57
Q1 2026	$1.6B	59
Q4 2025	$1.3B	60
Q3 2025	$1.2B	62
Q2 2025	$997.7M	50
Q1 2025	$1.2B	51
Q4 2024	$1.4B	52
Q3 2024	$1.3B	56
Q2 2024	$1.1B	52
Q1 2024	$1.1B	45
Q4 2023	$969.8M	44
Q3 2023	$794.4M	41

Questions about DigitalBridge Group, Inc.'s portfolio

What stocks does DigitalBridge Group, Inc. own?

DigitalBridge Group, Inc.'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 57 positions worth $1.7B. The largest are Equinix Inc (EQIX) at 6.8%, Amdocs Ltd (DOX) at 5.4%, American Tower Corp (AMT) at 5.0%, Arista Networks Inc (ANET) at 4.2% and Amazon Com Inc (AMZN) at 4.0%.

What did DigitalBridge Group, Inc. buy last quarter?

In Q2 2026, DigitalBridge Group, Inc. added Prologis Inc (PLD) (+167.2% shares), Telephone & Data Sys Inc (TDS) (+133.7% shares) and Entegris Inc (ENTG) (+47.3% shares), compared with its Q1 2026 filing.

What did DigitalBridge Group, Inc. sell last quarter?

In Q2 2026, DigitalBridge Group, Inc. cut from its top 50 At&t Inc (T), cut from its top 50 Tko Group Holdings Inc (TKO), cut from its top 50 Cogent Comm Holdings Inc Com New (CCOI), cut from its top 50 Cubesmart (CUBE), cut from its top 50 Kite Realty Group Trust (KRG), Digital Rlty Tr Inc (DLR) (-71.4% shares), Lxp Industrial Trust (LXP) (-64.3% shares) and Bloom Energy Corp (BE) (-52.2% shares), compared with its Q1 2026 filing.

How has DigitalBridge Group, Inc.'s portfolio performed?

A portfolio copying DigitalBridge Group, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +29.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +62.8% against +20.1%. Over 5 years: +14.2% a year against +11.6%.

When is DigitalBridge Group, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. DigitalBridge Group, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.