ARAM
GDS icon

Ardmore Road Asset Management’s GDS Holdings GDS Stock Holding History

Ardmore Road Asset 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
2026
Q1 		$16.1M Buy
+400,000
New +$17.2M 1.06% 39
2025
Q4 		– Sell
-401,000
Closed -$15.5M – 85
2025
Q3 		$15.5M Buy
+401,000
New +$14.2M 1% 39

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
1WCM
12 West Capital Management New York $592M AUM 40.75% 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

Ardmore Road Asset Management's GDS Position: Q1 2026 in Review

Ardmore Road Asset Management opened a new position in GDS Holdings (GDS) in Q1 2026: 400,000 shares worth $16.1M. The stake represents 1.06% of the portfolio and ranks #39 among its holdings. This is a return to the name: Ardmore Road Asset Management previously reported a position in GDS as recently as Q3 2025.

Ardmore Road Asset Management first reported a position in GDS in Q3 2025 and has held it in 2 quarters since. 205 funds tracked by Wall St. Rank hold GDS as of Q1 2026.

  • Ardmore Road Asset Management held 400,000 shares of GDS Holdings worth $16.1M as of Q1 2026.
  • GDS Holdings was a new Ardmore Road Asset Management position in Q1 2026.
  • GDS Holdings made up 1.06% of Ardmore Road Asset Management's portfolio in Q1 2026, its #39 holding.
  • Ardmore Road Asset Management first reported a position in GDS Holdings in Q3 2025 and has held it in 2 quarters since.
  • 205 funds tracked by Wall St. Rank held GDS Holdings as of Q1 2026.

Based on Ardmore Road Asset Management's 13F filing for Q1 2026, filed 15 May 2026.