DigitalBridge Group Portfolio holdings
DigitalBridge Group is an investment firm focused on digital infrastructure such as cell towers, data centers, fiber and small cells. It was formerly Colony Capital, the real estate investor started by Tom Barrack, and took its present name in 2021. Colony Capital had bought Digital Bridge Holdings, founded in 2013 by Marc Ganzi and Ben Jenkins, in 2019, and Ganzi became Colony's chief executive in 2020. DigitalBridge sold the bulk of its Other Equity & Debt real estate assets to Fortress Investment Group in December 2021, and in 2023 it bought AMP Capital's global infrastructure equity investment business, renamed InfraBridge.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Salesforce
CRM
|
+$24.7M |
| 2 |
Comcast
CMCSA
|
+$17.2M |
| 3 |
Terreno Realty
TRNO
|
+$8.89M |
| 4 |
LXP Industrial Trust
LXP
|
+$8.6M |
| 5 |
Array Digital Infrastructure
AD
|
+$7.16M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Equinix
EQIX
|
+$115M |
| 2 |
SBA Communications
SBAC
|
+$74.6M |
| 3 |
Digital Realty Trust
DLR
|
+$61.9M |
| 4 |
Crown Castle
CCI
|
+$44.2M |
| 5 |
American Tower
AMT
|
+$24.4M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 30.91% |
| 2 | Real Estate | 26.7% |
| 3 | Communication Services | 25.18% |
| 4 | Industrials | 8.91% |
| 5 | Consumer Discretionary | 4.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Equinix
EQIX
$106B
| $68.9M | 6.79% |
86,640
-135,246
| -61% | -$115M |
2019 Q4
22 quarters
|
|
|
2
SBA Communications
SBAC
$19.8B
| $68.5M | 6.74% |
291,547
-325,809
| -53% | -$74.6M |
2023 Q4
6 quarters
|
|
3
Amdocs
DOX
$4.5B
| $53M | 5.22% |
581,016
+14,436
| +3% | +$1.29M |
2020 Q4
18 quarters
|
|
4
AT&T
T
$150B
| $47.7M | 4.7% |
1,648,598
-95,074
| -5% | -$2.62M |
2023 Q2
8 quarters
|
|
5
Amazon
AMZN
$2.88T
| $44.3M | 4.36% |
201,946
+35,138
| +21% | +$6.95M |
2025 Q1
1 quarter
|
|
6
Quanta Services
PWR
$91.6B
| $38.9M | 3.83% |
102,779
-11,497
| -10% | -$3.69M |
2024 Q1
5 quarters
|
|
7
Live Nation Entertainment
LYV
$42.5B
| $37.9M | 3.73% |
250,554
+6,328
| +3% | +$871K |
2024 Q2
4 quarters
|
|
8
Seagate
STX
$127B
| $36.6M | 3.61% |
253,780
-58,354
| -19% | -$6.04M |
2024 Q3
3 quarters
|
|
9
NVIDIA
NVDA
$4.2T
| $36.2M | 3.57% |
229,216
+23,356
| +11% | +$2.94M |
2025 Q1
1 quarter
|
|
10
Lumentum
LITE
$58.8B
| $35.4M | 3.48% |
372,057
-61,570
| -14% | -$4.37M |
2022 Q1
13 quarters
|
|
11
Ericsson
ERIC
$34.4B
| $33M | 3.25% |
3,893,867
-875,320
| -18% | -$7.19M |
2020 Q4
18 quarters
|
|
12
Ciena
CIEN
$42B
| $31.8M | 3.13% |
390,853
-64,212
| -14% | -$4.61M |
2021 Q1
17 quarters
|
|
13
Walt Disney
DIS
$207B
| $31.1M | 3.06% |
250,477
-7,510
| -3% | -$780K |
2025 Q1
1 quarter
|
|
14
Broadcom
AVGO
$1.65T
| $30.3M | 2.99% |
110,058
-23,894
| -18% | -$5.19M |
2024 Q2
4 quarters
|
|
15
Arista Networks
ANET
$248B
| $30.2M | 2.97% |
295,124
-58,054
| -16% | -$5.02M |
2020 Q4
18 quarters
|
|
16
Vertiv
VRT
$79.5B
| $29.9M | 2.94% |
232,634
-44,165
| -16% | -$4.29M |
2022 Q1
13 quarters
|
|
17
Cogent Communications
CCOI
$227M
| $28.1M | 2.77% |
582,974
-392,104
| -40% | -$19.9M |
2024 Q3
3 quarters
|
|
18
TKO Group
TKO
$14.5B
| $27.4M | 2.7% |
150,817
-25,318
| -14% | -$4.07M |
2024 Q1
5 quarters
|
|
19
Rogers Communications
RCI
$17.8B
| $25.8M | 2.54% |
868,631
+40,150
| +5% | +$1.05M |
2025 Q1
1 quarter
|
|
|
20
Salesforce
CRM
$179B
| $25.2M | 2.48% |
+92,371
| New | +$24.7M |
2025 Q2
0 quarters
|
|
21
Warner Music
WMG
$16.7B
| $22M | 2.16% |
806,076
-90,290
| -10% | -$2.52M |
2022 Q4
10 quarters
|
|
22
Bloom Energy
BE
$61.9B
| $21.8M | 2.14% |
909,765
+74,116
| +9% | +$1.43M |
2024 Q1
5 quarters
|
|
|
23
Comcast
CMCSA
$88.8B
| $17.7M | 1.74% |
+495,876
| New | +$17.2M |
2025 Q2
0 quarters
|
|
24
Outfront Media
OUT
$5.93B
| $15.8M | 1.56% |
969,208
-663,033
| -41% | -$10.4M |
2023 Q2
8 quarters
|
|
|
25
Terreno Realty
TRNO
$7.39B
| $14.3M | 1.41% |
268,700
+155,411
| +137% | +$8.89M |
2023 Q4
6 quarters
|
|
Similar funds
DigitalBridge Group's Q2 2025 Portfolio in Review
As of Q2 2025, DigitalBridge Group held 70 positions worth $1.02B, down 18% from $1.24B the previous quarter. Its ten largest holdings account for 46% of the portfolio.
DigitalBridge Group withdrew a net $358M in Q2 2025, closing 9 positions and reducing 29 holdings. Its most notable exit was American Tower, an estimated $24.4M position sold in full.
By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 21% a quarter earlier, followed by Real Estate and Communication Services.
Against the trend, DigitalBridge Group opened a new position in Salesforce worth $25.2M.
- DigitalBridge Group's largest Q2 2025 buy was Salesforce: 92,371 shares worth $25.2M.
- DigitalBridge Group added most to Terreno Realty in Q2 2025, an estimated $8.89M increase.
- DigitalBridge Group's biggest Q2 2025 reduction was Equinix, cutting an estimated $115M.
- DigitalBridge Group fully exited American Tower in Q2 2025, selling an estimated $24.4M.
- DigitalBridge Group's ten largest holdings make up 46% of its $1.02B portfolio in Q2 2025.
- DigitalBridge Group opened 8 new positions and closed 9 in Q2 2025.
- DigitalBridge Group's portfolio value fell 18% quarter-over-quarter to $1.02B.
Based on DigitalBridge Group's 13F filing for Q2 2025, filed 13 Aug 2025.