Arkolith/Funds/DigitalBridge Group, Inc.

DigitalBridge Group, Inc.

CIK 1679688
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

DigitalBridge Group, Inc. holds a diversified book of 57 stocks worth $1.7B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened American Tower Corp and trimmed Equinix Inc. Their largest long position is Equinix Inc at 7% of the equity book. They also disclosed $3.3M in put options (a bearish bet) and $4.4M in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2025 would be +83% (+78.1%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
21
bought for the first time
Added to
19
already held, bought more
Trimmed
30
sold some, still holds it
Sold out
10
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+83.4%
+78.1%/yr · since Aug '25
Their reported book
+59.3%
held from quarter-end
S&P 500
+19.8%
same window
$10K$12K$14K$17K$19KAug '25Oct '25Jan '26Mar '26Jun '26Aug '26
DigitalBridge Group, Inc. (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 24.1 points over this window.

Growth of $10,000 cloning DigitalBridge Group, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
25%
Top 10 holdings
44%
Top 20 holdings
75%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Information Technology
31%
Real Estate
27%
Communication Services
17%
Consumer Discretionary
14%
Industrials
6%
Materials
3%
Health Care
1%
ETF / fund or unclassified
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as DigitalBridge Group, Inc.

Manager / fundShared namesTheir $ in those
MORGAN STANLEY79 / 57$171.3B
ROYAL BANK OF CANADA79 / 57$50.2B
BlackRock, Inc.78 / 57$863.8B
UBS Group AG78 / 57$47.8B
WELLS FARGO & COMPANY/MN78 / 57$34.7B
JPMORGAN CHASE & CO77 / 57$188.2B
OSAIC HOLDINGS, INC.77 / 57$3.5B
FMR LLC76 / 57$381.7B

Ranked by how many of DigitalBridge Group, Inc.'s top 57 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

57 positions
#SecurityValueShares% PortLast moveHistory
1Equinix Inc
COM
$113.3M108.7K
6.8%
−21%
Reduced · −28K sh
2Amdocs Ltd
SHS
$90.4M1.79M
5.4%
+21%
Added · +314K sh
3American Tower Corp
COM
$82.6M504.8K
5.0%
New
New position
4Arista Networks Inc
COM SHS
$69.3M408.2K
4.2%
−19%
Reduced · −94K sh
5Amazon Com Inc
COM
$66.2M277.9K
4.0%
−7.2%
Reduced · −22K sh
6Ciena Corp
COM NEW
$63.8M130.0K
3.8%
−1.6%
Reduced · −2K sh
7Axon Enterprise Inc
COM
$63.3M112.9K
3.8%
New
New position
8Vertiv Holdings Co
COM CL A
$60.7M181.3K
3.7%
−12%
Reduced · −26K sh
9Live Nation Entertainment In
COM
$59.2M323.2K
3.6%
−6.0%
Reduced · −21K sh
10Semtech Corp
COM
$58.5M361.2K
3.5%
−36%
Reduced · −200K sh
11Iron MTN Inc Del
COM
$57.7M457.1K
3.5%
−9.3%
Reduced · −47K sh
12Sba Communications Corp
CL A
$56.5M320.3K
3.4%
−45%
Reduced · −263K sh
13Entegris Inc
COM
$54.2M301.6K
3.3%
+47%
Added · +97K sh
14Lumentum Hldgs Inc
COM
$53.9M62.9K
3.2%
−7.6%
Reduced · −5K sh
15Nvidia Corporation
COM
$53.1M265.5K
3.2%
−13%
Reduced · −39K sh
16Seagate Technology HLDNGS PL
ORD SHS
$53.1M55.0K
3.2%
−49%
Reduced · −53K sh
17Hewlett Packard Enterprise C
COM
$51.3M1.14M
3.1%
−52%
Reduced · −1.2M sh
18T-Mobile US Inc
COM
$50.6M301.9K
3.0%
New
New position
19Warner Music Group Corp
COM CL A
$48.1M1.78M
2.9%
+15%
Added · +226K sh
20Netflix Inc.
COM
$46.9M657.4K
2.8%
+35%
Added · +170K sh
21Disney Walt Co
COM
$44.4M461.7K
2.7%
+4.3%
Added · +19K sh
22Quanta Svcs Inc
COM
$40.0M55.5K
2.4%
−37%
Reduced · −33K sh
23Bloom Energy Corp
COM CL A
$38.0M125.4K
2.3%
−52%
Reduced · −137K sh
24Salesforce Inc
COM
$37.9M241.9K
2.3%
+2.8%
Added · +7K sh
25Comcast Corp New
CL A
$31.6M1.29M
1.9%
+28%
Added · +278K sh
26Rogers Communications Inc
CL B
$29.5M908.3K
1.8%
−20%
Reduced · −221K sh
27Invitation Homes Inc
COM
$17.7M586.7K
1.1%
−16%
Reduced · −115K sh
28U Haul Holding Company
COM SER N
$15.9M276.0K
1.0%
−21%
Reduced · −72K sh
29Gaming & Leisure P
COM
$15.6M350.0K
0.9%
+1.1%
Added · +4K sh
30Janus Living Inc
CL A-1
$15.6M541.3K
0.9%
+31%
Added · +129K sh
31Sonida Senior Living Inc
COM
$12.6M309.9K
0.8%
+37%
Added · +84K sh
32Avalonbay Cmntys Inc
COM
$12.6M66.5K
0.8%
13×
Added · +62K sh
33Camden Ppty TR
SH BEN INT
$8.7M76.1K
0.5%
−12%
Reduced · −11K sh
34Terreno Rlty Corp
COM
$8.5M131.0K
0.5%
−2.2%
Reduced · −3K sh
35Macerich Co
COM
$7.4M294.7K
0.4%
−30%
Reduced · −128K sh
36Nexpoint Residential TR Inc
COM
$7.2M259.2K
0.4%
+31%
Added · +62K sh
37Telephone & Data Sys Inc
COM NEW
$7.0M188.8K
0.4%
+134%
Added · +108K sh
38Extra Space Storage Inc
COM
$6.4M43.9K
0.4%
New
New position
39Colliers Intl Group Inc
SUB VTG SHS
$6.2M66.5K
0.4%
−4.0%
Reduced · −3K sh
40Smartstop Self Storag REIT I
COMMON STOCK
$5.9M182.2K
0.4%
New
New position
41Postal Realty Trust Inc
CL A
$5.9M238.1K
0.4%
+5.1%
Added · +11K sh
42LXP Industrial Trust
COM
$4.7M88.1K
0.3%
−64%
Reduced · −159K sh
43Prologis Inc.
COM
$4.5M33.0K
0.3%
+167%
Added · +21K sh
44Chiron Real Estate Inc
COM NEW
$4.2M112.9K
0.3%
New
New position
45American Healthcare REIT Inc
COM SHS
$4.1M78.0K
0.2%
New
New position
46Digital Rlty TR Inc
COM
$2.6M14.6K
0.2%
−71%
Reduced · −36K sh
47Epr Pptys
CONV PFD 9% SR E
$2.0M62.0K
0.1%
−9.0%
Reduced · −6K sh
48Epr Pptys
PFD C CV 5.75%
$1.9M75.0K
0.1%
−37%
Reduced · −44K sh
49Lamar Advertising Co
CL A
$1.9M12.0K
0.1%
−22%
Reduced · −3K sh
50Eastgroup Pptys Inc
COM
$1.7M8.6K
0.1%
−2.3%
Reduced · −200 sh
Showing 50 of 57 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$3.3M
Call notional (bullish)$4.4M
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishPROLOGIS INCPLD$4.4M32K
PUT · bearishREALTY INCOME CORPO$1.5M24K
PUT · bearishSIMON PROPERTY GROUP INCSPG$1.1M5K
PUT · bearishSTARWOOD PROPERTY TRUST INCSTWD$734K45K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 2026137$1.7B13F-HR
Q1 2026Mar 31, 2026May 15, 2026143$1.6B13F-HR
Q4 2025Dec 31, 2025Feb 12, 2026165$1.3B13F-HR
Q3 2025Sep 30, 2025Nov 18, 2025150$1.3B13F-HR
Q2 2025Jun 30, 2025Aug 13, 2025133$1.0B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.