Antipodes Partners’s GDS Holdings GDS Stock Holding History

Antipodes Partners’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
2023 Q2	–	Sell	-3,102	Closed	-$57K	–	72
2023 Q1	$57K	Sell	3,102 -404	-12%	-$8.56K	﹤0.01%	55
2022 Q4	$72K	Buy	+3,506	New	+$53.6K	﹤0.01%	51
2022 Q3	–	Sell	-527,934	Closed	-$17.6M	–	47
2022 Q2	$17.6M	Buy	+527,934	New	+$16.4M	0.73%	30
2020 Q4	–	Sell	-5,540	Closed	-$453K	–	34
2020 Q3	$453K	Buy	+5,540	New	+$444K	0.02%	33

Other funds holding GDS

STT

Singapore Technologies Telemedia Singapore $396M AUM 59.06% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

1WCM

12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return

Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TCM

Tekne Capital Management New York $237M AUM 62.98% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Antipodes Partners's GDS Position: Q2 2023 in Review

Antipodes Partners sold out of GDS Holdings (GDS) in Q2 2023, closing a stake of 3,102 shares — an estimated $57K sold.

Antipodes Partners first reported a position in GDS in Q3 2020 and held it in 4 quarters. The position peaked at $17.6M in Q2 2022. 118 funds tracked by Wall St. Rank hold GDS as of Q2 2023.

Antipodes Partners reported no remaining GDS Holdings position as of Q2 2023 after selling out during the quarter.
Antipodes Partners sold 3,102 GDS Holdings shares in Q2 2023, an estimated $57K.
Antipodes Partners first reported a position in GDS Holdings in Q3 2020 and held it in 4 quarters.
Antipodes Partners's GDS Holdings position peaked at $17.6M in Q2 2022.
118 funds tracked by Wall St. Rank held GDS Holdings as of Q2 2023.

Based on Antipodes Partners's 13F filing for Q2 2023, filed 25 Jul 2023.