DigitalBridge Group, Inc. 13F 持仓 · 2026年Q2
DigitalBridge Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 57 只证券，申报市值合计 16.71 亿美元。前几大持仓：EQIX（6.78%）、DOX（5.41%）、AMT（4.94%）。本季前 25 大持仓中：新建仓 3 只、增持 7 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | EQIX | EQUINIX INC | $113.3M | 6.78% | 108,695 | 减持 |
| 2 | DOX | AMDOCS LTD | $90.4M | 5.41% | 1.8M | 增持 |
| 3 | AMT | AMERICAN TOWER CORP | $82.6M | 4.94% | 504,843 | 新建仓 |
| 4 | ANET | ARISTA NETWORKS INC | $69.3M | 4.15% | 408,203 | 减持 |
| 5 | AMZN | AMAZON COM INC | $66.2M | 3.96% | 277,905 | 减持 |
| 6 | CIEN | CIENA CORP | $63.8M | 3.82% | 129,954 | 减持 |
| 7 | AXON | AXON ENTERPRISE INC | $63.3M | 3.79% | 112,894 | 新建仓 |
| 8 | VRT | VERTIV HOLDINGS CO | $60.7M | 3.63% | 181,289 | 减持 |
| 9 | LYV | LIVE NATION ENTERTAINMENT IN | $59.2M | 3.54% | 323,169 | 减持 |
| 10 | SMTC | SEMTECH CORP | $58.5M | 3.50% | 361,212 | 减持 |
| 11 | IRM | IRON MTN INC DEL | $57.7M | 3.46% | 457,126 | 减持 |
| 12 | SBAC | SBA COMMUNICATIONS CORP | $56.5M | 3.38% | 320,258 | 减持 |
| 13 | ENTG | ENTEGRIS INC | $54.2M | 3.25% | 301,591 | 增持 |
| 14 | LITE | LUMENTUM HLDGS INC | $53.9M | 3.23% | 62,861 | 减持 |
| 15 | NVDA | NVIDIA CORPORATION | $53.1M | 3.18% | 265,525 | 减持 |
| 16 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $53.1M | 3.18% | 55,027 | 减持 |
| 17 | HPE | HEWLETT PACKARD ENTERPRISE C | $51.3M | 3.07% | 1.1M | 减持 |
| 18 | TMUS | T-MOBILE US INC | $50.6M | 3.03% | 301,949 | 新建仓 |
| 19 | WMG | WARNER MUSIC GROUP CORP | $48.1M | 2.88% | 1.8M | 增持 |
| 20 | NFLX | NETFLIX INC. | $46.9M | 2.81% | 657,444 | 增持 |
| 21 | DIS | DISNEY WALT CO | $44.4M | 2.66% | 461,728 | 增持 |
| 22 | PWR | QUANTA SVCS INC | $40.0M | 2.39% | 55,513 | 减持 |
| 23 | BE | BLOOM ENERGY CORP | $38.0M | 2.27% | 125,435 | 减持 |
| 24 | CRM | SALESFORCE INC | $37.9M | 2.27% | 241,916 | 增持 |
| 25 | CMCSA | COMCAST CORP NEW | $31.6M | 1.89% | 1.3M | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR