BAMCO Inc
GDS icon

BAMCO Inc’s GDS Holdings GDS Stock Holding History

BAMCO Inc’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 		$185M Buy
4,597,246
+812,398
+21% +$34.8M 0.56% 31
2025
Q4 		$132M Sell
3,784,848
-473,816
-11% -$16.4M 0.36% 52
2025
Q3 		$165M Buy
4,258,664
+1,104,756
+35% +$39.2M 0.44% 42
2025
Q2 		$96.4M Buy
3,153,908
+86,503
+3% +$2.19M 0.26% 78
2025
Q1 		$77.7M Sell
3,067,405
-3,605,821
-54% -$109M 0.23% 83
2024
Q4 		$159M Buy
6,673,226
+632,671
+10% +$13.4M 0.41% 46
2024
Q3 		$123M Buy
6,040,555
+3,397,592
+129% +$48M 0.33% 62
2024
Q2 		$24.6M Buy
2,642,963
+2,207,495
+507% +$17.8M 0.07% 191
2024
Q1 		$2.9M Buy
+435,468
New +$2.95M 0.01% 287
2023
Q2 		– Sell
-80,742
Closed -$1.51M – 349
2023
Q1 		$1.51M Sell
80,742
-999,737
-93% -$21.2M ﹤0.01% 310
2022
Q4 		$22.3M Sell
1,080,479
-135,904
-11% -$2.08M 0.07% 173
2022
Q3 		$21.5M Sell
1,216,383
-13,059
-1% -$343K 0.07% 189
2022
Q2 		$41.1M Sell
1,229,442
-929,581
-43% -$28.9M 0.13% 135
2022
Q1 		$84.7M Buy
2,159,023
+69,966
+3% +$2.86M 0.21% 86
2021
Q4 		$98.5M Sell
2,089,057
-265,489
-11% -$14.6M 0.21% 85
2021
Q3 		$133M Sell
2,354,546
-2,330,416
-50% -$144M 0.3% 71
2021
Q2 		$368M Sell
4,684,962
-210,196
-4% -$16.3M 0.84% 25
2021
Q1 		$397M Buy
4,895,158
+443,469
+10% +$44.2M 0.98% 22
2020
Q4 		$417M Buy
4,451,689
+75,579
+2% +$6.71M 1.03% 19
2020
Q3 		$358M Buy
4,376,110
+348,588
+9% +$27.9M 1.1% 19
2020
Q2 		$321M Sell
4,027,522
-18,974
-0.5% -$1.17M 1.16% 20
2020
Q1 		$235M Buy
4,046,496
+797,268
+25% +$44.4M 1.15% 20
2019
Q4 		$168M Buy
3,249,228
+638,220
+24% +$28.6M 0.64% 37
2019
Q3 		$105M Buy
2,611,008
+397,032
+18% +$16M 0.43% 56
2019
Q2 		$83.2M Buy
2,213,976
+106,417
+5% +$3.88M 0.33% 69
2019
Q1 		$75.2M Buy
2,107,559
+1,665,931
+377% +$50.4M 0.32% 77
2018
Q4 		$10.2M Sell
441,628
-260,107
-37% -$6.78M 0.05% 194
2018
Q3 		$24.7M Buy
701,735
+372,564
+113% +$13.4M 0.1% 160
2018
Q2 		$13.2M Buy
329,171
+129,171
+65% +$4.43M 0.06% 195
2018
Q1 		$5.49M Buy
+200,000
New +$5.25M 0.03% 225

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

BAMCO Inc's GDS Position: Q1 2026 in Review

BAMCO Inc increased its GDS Holdings (GDS) stake by 21% in Q1 2026, buying an estimated $34.8M and bringing the position to 4,597,246 shares worth $185M. The position accounts for 0.56% of the portfolio, ranked #31.

BAMCO Inc first reported a position in GDS in Q1 2018 and has held it in 30 quarters since. The position peaked at $417M in Q4 2020. 205 funds tracked by Wall St. Rank hold GDS as of Q1 2026.

  • BAMCO Inc held 4,597,246 shares of GDS Holdings worth $185M as of Q1 2026.
  • BAMCO Inc bought 812,398 GDS Holdings shares in Q1 2026, an estimated $34.8M.
  • GDS Holdings made up 0.56% of BAMCO Inc's portfolio in Q1 2026, its #31 holding.
  • BAMCO Inc first reported a position in GDS Holdings in Q1 2018 and has held it in 30 quarters since.
  • BAMCO Inc's GDS Holdings position peaked at $417M in Q4 2020.
  • 205 funds tracked by Wall St. Rank held GDS Holdings as of Q1 2026.

Based on BAMCO Inc's 13F filing for Q1 2026, filed 15 May 2026.