12 West Capital Management’s GDS Holdings GDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $77M | Sell |
2,563,192
-13,384
| -0.5% | -$517K | 14.4% | 1 |
|
|
2026
Q1 | $104M | Sell |
2,576,576
-1,707,200
| -40% | -$73.2M | 17.52% | 2 |
|
|
2025
Q4 | $150M | Sell |
4,283,776
-238,200
| -5% | -$8.24M | 17.81% | 2 |
|
|
2025
Q3 | $175M | Sell |
4,521,976
-342,500
| -7% | -$12.1M | 18.15% | 1 |
|
|
2025
Q2 | $149M | Hold |
4,864,476
| – | – | 15.73% | 2 |
|
|
2025
Q1 | $123M | Sell |
4,864,476
-744,661
| -13% | -$22.6M | 18.19% | 2 |
|
|
2024
Q4 | $133M | Sell |
5,609,137
-74,837
| -1% | -$1.58M | 13.96% | 2 |
|
|
2024
Q3 | $116M | Buy |
5,683,974
+1,070,000
| +23% | +$15.1M | 11.86% | 4 |
|
|
2024
Q2 | $42.9M | Hold |
4,613,974
| – | – | 4.41% | 7 |
|
|
2024
Q1 | $30.7M | Sell |
4,613,974
-443,619
| -9% | -$3M | 2.77% | 12 |
|
|
2023
Q4 | $46.1M | Sell |
5,057,593
-12,176
| -0.2% | -$123K | 4.1% | 9 |
|
|
2023
Q3 | $55.5M | Sell |
5,069,769
-16,035
| -0.3% | -$184K | 5.03% | 9 |
|
|
2023
Q2 | $55.9M | Sell |
5,085,804
-1,136,050
| -18% | -$15.1M | 4.8% | 8 |
|
|
2023
Q1 | $116M | Sell |
6,221,854
-519,705
| -8% | -$11M | 9.98% | 3 |
|
|
2022
Q4 | $139M | Sell |
6,741,559
-376,325
| -5% | -$5.76M | 14.05% | 2 |
|
|
2022
Q3 | $126M | Sell |
7,117,884
-218,427
| -3% | -$5.73M | 11.09% | 3 |
|
|
2022
Q2 | $245M | Sell |
7,336,311
-3,679
| -0.1% | -$114K | 20.87% | 1 |
|
|
2022
Q1 | $288M | Sell |
7,339,990
-570,588
| -7% | -$23.3M | 17.51% | 1 |
|
|
2021
Q4 | $373M | Sell |
7,910,578
-277,162
| -3% | -$15.3M | 16.55% | 2 |
|
|
2021
Q3 | $464M | Sell |
8,187,740
-1,366,455
| -14% | -$84.2M | 21.14% | 1 |
|
|
2021
Q2 | $750M | Sell |
9,554,195
-209,977
| -2% | -$16.3M | 31.44% | 1 |
|
|
2021
Q1 | $792M | Sell |
9,764,172
-224,189
| -2% | -$22.3M | 37.73% | 1 |
|
|
2020
Q4 | $935M | Hold |
9,988,361
| – | – | 40.18% | 1 |
|
|
2020
Q3 | $817M | Hold |
9,988,361
| – | – | 39.77% | 1 |
|
|
2020
Q2 | $796M | Sell |
9,988,361
-953,518
| -9% | -$59M | 41.12% | 1 |
|
|
2020
Q1 | $634M | Hold |
10,941,879
| – | – | 37.81% | 1 |
|
|
2019
Q4 | $564M | Hold |
10,941,879
| – | – | 35.6% | 1 |
|
|
2019
Q3 | $439M | Hold |
10,941,879
| – | – | 28.23% | 1 |
|
|
2019
Q2 | $411M | Buy |
10,941,879
+25,201
| +0.2% | +$918K | 30.93% | 1 |
|
|
2019
Q1 | $390M | Buy |
10,916,678
+200,018
| +2% | +$6.05M | 31.79% | 1 |
|
|
2018
Q4 | $247M | Buy |
10,716,660
+1,321,846
| +14% | +$34.5M | 25.47% | 1 |
|
|
2018
Q3 | $330M | Buy |
9,394,814
+4,870,089
| +108% | +$175M | 24.23% | 1 |
|
|
2018
Q2 | $181M | Buy |
4,524,725
+1,449,725
| +47% | +$49.7M | 14.96% | 1 |
|
|
2018
Q1 | $84.4M | Buy |
+3,075,000
| New | +$80.7M | 9.28% | 5 |
|
Other funds holding GDS
STT
SHCM
TCM
BG
CC
12 West Capital Management's GDS Position: Q2 2026 in Review
12 West Capital Management reduced its GDS Holdings (GDS) stake by 0.52% in Q2 2026, selling an estimated $517K and leaving 2,563,192 shares worth $77M. The position accounts for 14.4% of the portfolio, ranked #1.
12 West Capital Management first reported a position in GDS in Q1 2018 and has held it in 34 quarters since. The position peaked at $935M in Q4 2020. 198 funds tracked by Wall St. Rank hold GDS as of Q2 2026.
- 12 West Capital Management held 2,563,192 shares of GDS Holdings worth $77M as of Q2 2026.
- 12 West Capital Management sold 13,384 GDS Holdings shares in Q2 2026, an estimated $517K.
- GDS Holdings made up 14.4% of 12 West Capital Management's portfolio in Q2 2026, its #1 holding.
- 12 West Capital Management first reported a position in GDS Holdings in Q1 2018 and has held it in 34 quarters since.
- 12 West Capital Management's GDS Holdings position peaked at $935M in Q4 2020.
- 198 funds tracked by Wall St. Rank held GDS Holdings as of Q2 2026.
Based on 12 West Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.