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Holders — by stockHoldings — by fund

DigitalBridge Group, Inc.

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001679688

$1.67B

disclosed book value

60

positions

6.8%

largest position share

Positions, as of 2026-06-30

top 61 of 60 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1EQIXEQUINIX INC108,695$113.3M6.8%
2AMDOCS LTD1.8M$90.4M5.4%
3AMTAMERICAN TOWER CORP504,843$82.6M4.9%
4ANETARISTA NETWORKS INC408,203$69.3M4.2%
5AMZNAMAZON COM INC277,905$66.2M4%
6CIENCIENA CORP129,954$63.8M3.8%
7AXONAXON ENTERPRISE INC112,894$63.3M3.8%
8VRTVERTIV HOLDINGS CO181,289$60.7M3.6%
9LYVLIVE NATION ENTERTAINMENT IN323,169$59.2M3.5%
10SMTCSEMTECH CORP361,212$58.5M3.5%
11IRMIRON MTN INC DEL457,126$57.7M3.5%
12SBACSBA COMMUNICATIONS CORP320,258$56.5M3.4%
13ENTGENTEGRIS INC301,591$54.2M3.2%
14LITELUMENTUM HLDGS INC62,861$53.9M3.2%
15NVDANVIDIA CORPORATION265,525$53.1M3.2%
16SEAGATE TECHNOLOGY HLDNGS PL55,027$53.1M3.2%
17HPEHEWLETT PACKARD ENTERPRISE C1.1M$51.3M3.1%
18TMUST-MOBILE US INC301,949$50.6M3%
19WMGWARNER MUSIC GROUP CORP1.8M$48.1M2.9%
20NFLXNETFLIX INC.657,444$46.9M2.8%
21DISDISNEY WALT CO461,728$44.4M2.7%
22PWRQUANTA SVCS INC55,513$40.0M2.4%
23BEBLOOM ENERGY CORP125,435$38.0M2.3%
24CRMSALESFORCE INC241,916$37.9M2.3%
25CMCSACOMCAST CORP NEW1.3M$31.6M1.9%
26RCIROGERS COMMUNICATIONS INC908,269$29.5M1.8%
27INVHINVITATION HOMES INC586,700$17.7M1.1%
28UHAL/BU HAUL HOLDING COMPANY275,961$15.9M1%
29GLPIGAMING & LEISURE P350,000$15.6M0.9%
30JANJANUS LIVING INC541,300$15.6M0.9%
31SNDASONIDA SENIOR LIVING INC309,900$12.6M0.8%
32AVBAVALONBAY CMNTYS INC66,550$12.6M0.8%
33CPTCAMDEN PPTY TR76,100$8.7M0.5%
34TRNOTERRENO RLTY CORP131,000$8.5M0.5%
35MACMACERICH CO294,700$7.4M0.4%
36NXRTNEXPOINT RESIDENTIAL TR INC259,204$7.2M0.4%
37TDSTELEPHONE & DATA SYS INC188,831$7.0M0.4%
38EXREXTRA SPACE STORAGE INC43,850$6.4M0.4%
39CIGICOLLIERS INTL GROUP INC66,500$6.2M0.4%
40SMASMARTSTOP SELF STORAG REIT I182,200$5.9M0.4%
41PSTLPOSTAL REALTY TRUST INC238,061$5.9M0.4%
42LXPLXP INDUSTRIAL TRUST88,100$4.7M0.3%
43PLDPROLOGIS INC.33,000$4.5M0.3%
44PLDPROLOGIS INC.CALL32,400$4.4M0.3%
45XRNCHIRON REAL ESTATE INC112,913$4.2M0.3%
46AHRAMERICAN HEALTHCARE REIT INC78,000$4.1M0.2%
47DLRDIGITAL RLTY TR INC14,600$2.6M0.2%
48EPR 9 PERP EEPR PPTYS62,000$2.0M0.1%
49EPR 5.75 PERP CEPR PPTYS75,000$1.9M0.1%
50LAMRLAMAR ADVERTISING CO12,000$1.9M0.1%
51EGPEASTGROUP PPTYS INC8,600$1.7M0.1%
52JLLJONES LANG LASALLE INC4,800$1.5M0.1%
53OREALTY INCOME CORPPUT23,600$1.5M0.1%
54ELSEQUITY LIFESTYLE PROPERTIES22,200$1.4M0.1%
55FRFIRST INDL RLTY TR INC22,500$1.4M0.1%
56SPGSIMON PPTY GROUP INC NEWPUT5,000$1.1M0.1%
57NNNEXTNAV INC58,000$1.0M0.1%
58NVRNVR INC140$953,8760.1%
59CPCANADIAN PACIFIC KANSAS CITY10,100$875,1650.1%
60STWDSTARWOOD PPTY TR INCPUT44,800$733,8240%
61ADARRAY DIGITAL INFRASTRUCTURE14,600$529,3960%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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