Digitalbridge Group, Inc.
DigitalBridge Group, Inc. is a global alternative asset manager headquartered in Boca Raton, Florida. Founded in 1991, DigitalBridge specializes in investing, owning, and operating businesses throughout the digital infrastructure space, including data centers, cell towers, fiber networks, small cells, and edge infrastructure. As of June 2025, the firm manages approximately $106 billion in assets and employs over 100 digital infrastructure professionals globally. DigitalBridge serves institutional investors, shareholders, and enterprises looking to access and grow in digital infrastructure markets.
Investment Strategy
DigitalBridge pursues a forward-looking investment approach dedicated exclusively to next-generation digital infrastructure. The firm focuses on five key verticals: data centers, macro cell towers, fiber networks, small cells, and edge infrastructure. Its strategy involves both investing and operating across the digital ecosystem to identify differentiated opportunities in resilient, high-growth markets. Leveraging deep industry expertise and institutional capital, DigitalBridge aims for active management and value creation in digital assets, positioning at the heart of digital infrastructure convergence and technological advancement.
Top Holdings
Equity Positions (49)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E EQIX | EQUINIX INC | 6.79% | $68.9M | 86,640 | $708.18 | $795.47 | -$112.0M |
S SBAC | SBA COMMUNICATIONS CORP NEW | 6.74% | $68.5M | 291,547 | $234.25 | $234.84 | -$67.4M |
D DOX | AMDOCS LTD | 5.22% | $53.0M | 581,016 | $85.13 | $91.24 | +$1.2M |
T T | AT&T INC | 4.70% | $47.7M | 1,648,598 | $17.25 | $28.94 | -$1.6M |
A AMZN | AMAZON COM INC | 4.36% | $44.3M | 201,946 | $195.33 | $219.39 | +$12.6M |
Options Positions (10)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
C CCI | CROWN CASTLE INC | Sold | Call | $3.1M | 297 | $102.73 | $111.14 | -30 | -$357.2K |
I IWM | ISHARES TR | New | Put | $2.6M | 120 | $215.79 | $215.79 | +120 | +$2.6M |
O O | REALTY INCOME CORP | — | Put | $2.4M | 408 | $57.61 | $56.83 | 0 | -$16.3K |
P PLD | PROLOGIS INC. | Bought | Call | $2.0M | 194 | $105.12 | $110.93 | +29 | +$194.8K |
W WELL | WELLTOWER INC | — | Put | $1.7M | 111 | $153.73 | $120.54 | 0 | +$5.8K |