Balyasny Asset Management
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Balyasny Asset Management’s GDS Holdings GDS Stock Holding History

Balyasny 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
2025
Q4 		– Sell
-30,000
Closed -$1.16M – 3253
2025
Q3 		$1.16M Buy
+30,000
New +$1.06M ﹤0.01% 2054

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

Balyasny Asset Management's GDS Position: Q1 2026 in Review

Balyasny Asset Management increased its GDS Holdings (GDS) stake by 104% in Q1 2026, buying an estimated $12M and bringing the position to 550,485 shares worth $22.2M. The position accounts for 0.03% of the portfolio, ranked #643.

Balyasny Asset Management first reported a position in GDS in Q4 2016 and has held it in 23 quarters since. The position peaked at $25.1M in Q3 2021. 205 funds tracked by Wall St. Rank hold GDS as of Q1 2026.

  • Balyasny Asset Management held 550,485 shares of GDS Holdings worth $22.2M as of Q1 2026.
  • Balyasny Asset Management bought 280,416 GDS Holdings shares in Q1 2026, an estimated $12M.
  • GDS Holdings made up 0.03% of Balyasny Asset Management's portfolio in Q1 2026, its #643 holding.
  • Balyasny Asset Management first reported a position in GDS Holdings in Q4 2016 and has held it in 23 quarters since.
  • Balyasny Asset Management's GDS Holdings position peaked at $25.1M in Q3 2021.
  • 205 funds tracked by Wall St. Rank held GDS Holdings as of Q1 2026.

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