Filed: 5/15/2026ACC: 0001172661-26-002001
📋 What this filing means
DIGITALBRIDGE GROUP, INC. filed this quarterly 13F‑HR report disclosing 63 equity positions with a total reported market value of $1.58B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
63
Positions
$1.58B
Total AUM (reported)
22.46M
Total Shares
Allocation by class
COM$910.58M57.5%
CL A$170.66M10.8%
COM CL A$127.00M8.0%
SHS$96.20M6.1%
COM NEW$81.32M5.1%
COM SHS$61.65M3.9%
CL B$43.43M2.7%
Portfolio Concentration
Top 3$330.87M20.9%
4–10$424.07M26.8%
11–25$625.04M39.4%
Rest$204.61M12.9%
Top 3 weight
20.9%
Top 10 weight
47.6%
Voting Authority Distribution
Total shares with voting rights: 22.46M
Sole
Full voting authority
22.46M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other63
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings63
Rows:
EQUINIX INC
DFNDShares137K
TypeSH
Market value$134.30M
8.48%
Sole
137K
Shared
0.00
None
0.00
SBA COMMUNICATIONS CORP
DFNDShares583.24K
TypeSH
Market value$100.38M
6.33%
Sole
583.24K
Shared
0.00
None
0.00
AMDOCS LTD
DFNDShares1.47M
TypeSH
Market value$96.20M
6.07%
Sole
1.47M
Shared
0.00
None
0.00
AT&T INC
DFNDShares2.98M
TypeSH
Market value$86.39M
5.45%
Sole
2.98M
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares299.44K
TypeSH
Market value$62.36M
3.94%
Sole
299.44K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
DFNDShares502.10K
TypeSH
Market value$61.65M
3.89%
Sole
502.10K
Shared
0.00
None
0.00
HEWLETT PACKARD ENTERPRISE C
DFNDShares2.37M
TypeSH
Market value$56.35M
3.56%
Sole
2.37M
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares304.21K
TypeSH
Market value$53.05M
3.35%
Sole
304.21K
Shared
0.00
None
0.00
LIVE NATION ENTERTAINMENT IN
DFNDShares343.86K
TypeSH
Market value$52.44M
3.31%
Sole
343.86K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
DFNDShares206.79K
TypeSH
Market value$51.82M
3.27%
Sole
206.79K
Shared
0.00
None
0.00
IRON MTN INC DEL
DFNDShares504.02K
TypeSH
Market value$51.48M
3.25%
Sole
504.02K
Shared
0.00
None
0.00
CIENA CORP
DFNDShares132.08K
TypeSH
Market value$51.28M
3.24%
Sole
132.08K
Shared
0.00
None
0.00
QUANTA SVCS INC
DFNDShares88.78K
TypeSH
Market value$48.74M
3.08%
Sole
88.78K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
DFNDShares68.03K
TypeSH
Market value$47.81M
3.02%
Sole
68.03K
Shared
0.00
None
0.00
NETFLIX INC.
DFNDShares487.52K
TypeSH
Market value$46.88M
2.96%
Sole
487.52K
Shared
0.00
None
0.00
SALESFORCE INC
DFNDShares235.33K
TypeSH
Market value$43.93M
2.77%
Sole
235.33K
Shared
0.00
None
0.00
ROGERS COMMUNICATIONS INC
DFNDShares1.13M
TypeSH
Market value$43.43M
2.74%
Sole
1.13M
Shared
0.00
None
0.00
SEMTECH CORP
DFNDShares561.11K
TypeSH
Market value$43.14M
2.72%
Sole
561.11K
Shared
0.00
None
0.00
DISNEY WALT CO
DFNDShares442.63K
TypeSH
Market value$42.66M
2.69%
Sole
442.63K
Shared
0.00
None
0.00
SEAGATE TECHNOLOGY HLDNGS PL
DFNDShares108.12K
TypeSH
Market value$42.36M
2.67%
Sole
108.12K
Shared
0.00
None
0.00
WARNER MUSIC GROUP CORP
DFNDShares1.55M
TypeSH
Market value$39.65M
2.50%
Sole
1.55M
Shared
0.00
None
0.00
BLOOM ENERGY CORP
DFNDShares262.25K
TypeSH
Market value$35.53M
2.24%
Sole
262.25K
Shared
0.00
None
0.00
TKO GROUP HOLDINGS INC
DFNDShares174.56K
TypeSH
Market value$35.20M
2.22%
Sole
174.56K
Shared
0.00
None
0.00
COMCAST CORP NEW
DFNDShares1.01M
TypeSH
Market value$28.94M
1.83%
Sole
1.01M
Shared
0.00
None
0.00
ENTEGRIS INC
DFNDShares204.78K
TypeSH
Market value$24.01M
1.52%
Sole
204.78K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EQUINIX INCDFND | COM | 137K | SH | $134.30M 8.48% | 137K | 0.00 | 0.00 |
SBA COMMUNICATIONS CORPDFND | CL A | 583.24K | SH | $100.38M 6.33% | 583.24K | 0.00 | 0.00 |
AMDOCS LTDDFND | SHS | 1.47M | SH | $96.20M 6.07% | 1.47M | 0.00 | 0.00 |
AT&T INCDFND | COM | 2.98M | SH | $86.39M 5.45% | 2.98M | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 299.44K | SH | $62.36M 3.94% | 299.44K | 0.00 | 0.00 |
ARISTA NETWORKS INCDFND | COM SHS | 502.10K | SH | $61.65M 3.89% | 502.10K | 0.00 | 0.00 |
HEWLETT PACKARD ENTERPRISE CDFND | COM | 2.37M | SH | $56.35M 3.56% | 2.37M | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 304.21K | SH | $53.05M 3.35% | 304.21K | 0.00 | 0.00 |
LIVE NATION ENTERTAINMENT INDFND | COM | 343.86K | SH | $52.44M 3.31% | 343.86K | 0.00 | 0.00 |
VERTIV HOLDINGS CODFND | COM CL A | 206.79K | SH | $51.82M 3.27% | 206.79K | 0.00 | 0.00 |
IRON MTN INC DELDFND | COM | 504.02K | SH | $51.48M 3.25% | 504.02K | 0.00 | 0.00 |
CIENA CORPDFND | COM NEW | 132.08K | SH | $51.28M 3.24% | 132.08K | 0.00 | 0.00 |
QUANTA SVCS INCDFND | COM | 88.78K | SH | $48.74M 3.08% | 88.78K | 0.00 | 0.00 |
LUMENTUM HLDGS INCDFND | COM | 68.03K | SH | $47.81M 3.02% | 68.03K | 0.00 | 0.00 |
NETFLIX INC.DFND | COM | 487.52K | SH | $46.88M 2.96% | 487.52K | 0.00 | 0.00 |
SALESFORCE INCDFND | COM | 235.33K | SH | $43.93M 2.77% | 235.33K | 0.00 | 0.00 |
ROGERS COMMUNICATIONS INCDFND | CL B | 1.13M | SH | $43.43M 2.74% | 1.13M | 0.00 | 0.00 |
SEMTECH CORPDFND | COM | 561.11K | SH | $43.14M 2.72% | 561.11K | 0.00 | 0.00 |
DISNEY WALT CODFND | COM | 442.63K | SH | $42.66M 2.69% | 442.63K | 0.00 | 0.00 |
SEAGATE TECHNOLOGY HLDNGS PLDFND | ORD SHS | 108.12K | SH | $42.36M 2.67% | 108.12K | 0.00 | 0.00 |
WARNER MUSIC GROUP CORPDFND | COM CL A | 1.55M | SH | $39.65M 2.50% | 1.55M | 0.00 | 0.00 |
BLOOM ENERGY CORPDFND | COM CL A | 262.25K | SH | $35.53M 2.24% | 262.25K | 0.00 | 0.00 |
TKO GROUP HOLDINGS INCDFND | CL A | 174.56K | SH | $35.20M 2.22% | 174.56K | 0.00 | 0.00 |
COMCAST CORP NEWDFND | CL A | 1.01M | SH | $28.94M 1.83% | 1.01M | 0.00 | 0.00 |
ENTEGRIS INCDFND | COM | 204.78K | SH | $24.01M 1.52% | 204.78K | 0.00 | 0.00 |
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