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12 West Capital Management’s GDS Holdings GDS Stock Holding History

12 West Capital Management’s Portfolio GDS Stock Details GDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-200,000
Closed -$4.62M – 16
2018
Q4 		$4.62M Hold
200,000
– – 0.48% 16
2018
Q3 		$7.03M Buy
+200,000
New +$7.19M 0.52% 18

Other funds holding GDS

STT
Singapore Technologies Telemedia Singapore $295M AUM 1.77% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
TCM
Tekne Capital Management New York $306M AUM 117.51% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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. 197 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.
  • 197 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.