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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 $396M AUM 59.06% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
TCM
Tekne Capital Management New York $237M AUM 62.98% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

12 West Capital Management's GDS Position: Q1 2026 in Review

12 West Capital Management reduced its GDS Holdings (GDS) stake by 40% in Q1 2026, selling an estimated $73.2M and leaving 2,576,576 shares worth $104M. The position accounts for 17.52% of the portfolio, ranked #2.

12 West Capital Management first reported a position in GDS in Q1 2018 and has held it in 33 quarters since. The position peaked at $935M in Q4 2020. 205 funds tracked by Wall St. Rank hold GDS as of Q1 2026.

  • 12 West Capital Management held 2,576,576 shares of GDS Holdings worth $104M as of Q1 2026.
  • 12 West Capital Management sold 1,707,200 GDS Holdings shares in Q1 2026, an estimated $73.2M.
  • GDS Holdings made up 17.52% of 12 West Capital Management's portfolio in Q1 2026, its #2 holding.
  • 12 West Capital Management first reported a position in GDS Holdings in Q1 2018 and has held it in 33 quarters since.
  • 12 West Capital Management's GDS Holdings position peaked at $935M in Q4 2020.
  • 205 funds tracked by Wall St. Rank held GDS Holdings as of Q1 2026.

Based on 12 West Capital Management's 13F filing for Q1 2026, filed 15 May 2026.