Barometer Capital Management’s GDS Holdings GDS Stock Holding History

Barometer 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
2026 Q2	$5.28M	Buy	175,800 +17,300	+11%	+$668K	1.47%	22
2026 Q1	$6.39M	Buy	158,500 +152,000	+2,338%	+$6.52M	2.19%	15
2025 Q4	$1.07M	Sell	6,500 -87,100	-93%	-$3.01M	0.26%	55
2025 Q3	$3.62M	Buy	93,600 +41,000	+78%	+$1.45M	0.83%	36
2025 Q2	$1.61M	Buy	52,600 +12,000	+30%	+$304K	0.44%	42
2025 Q1	$1.03M	Buy	40,600 +10,800	+36%	+$327K	0.38%	29
2024 Q4	$277K	Hold	29,800	–	–	0.11%	87
2024 Q3	$608K	Hold	29,800	–	–	0.18%	66
2024 Q2	$277K	Buy	+29,800	New	+$241K	0.11%	91
2018 Q2	–	Sell	-81,700	Closed	-$2.24M	–	148
2018 Q1	$2.24M	Sell	81,700 -103,300	-56%	-$2.71M	0.19%	102
2017 Q4	$4.17M	Buy	+185,000	New	+$3.27M	0.38%	90

Other funds holding GDS

STT

Singapore Technologies Telemedia Singapore $295M AUM 1.77% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

TCM

Tekne Capital Management New York $306M AUM 117.51% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barometer Capital Management's GDS Position: Q2 2026 in Review

Barometer Capital Management increased its GDS Holdings (GDS) stake by 11% in Q2 2026, buying an estimated $668K and bringing the position to 175,800 shares worth $5.28M. The position accounts for 1.47% of the portfolio, ranked #22.

Barometer Capital Management first reported a position in GDS in Q4 2017 and has held it in 11 quarters since. The position peaked at $6.39M in Q1 2026. 198 funds tracked by Wall St. Rank hold GDS as of Q2 2026.

Barometer Capital Management held 175,800 shares of GDS Holdings worth $5.28M as of Q2 2026.
Barometer Capital Management bought 17,300 GDS Holdings shares in Q2 2026, an estimated $668K.
GDS Holdings made up 1.47% of Barometer Capital Management's portfolio in Q2 2026, its #22 holding.
Barometer Capital Management first reported a position in GDS Holdings in Q4 2017 and has held it in 11 quarters since.
Barometer Capital Management's GDS Holdings position peaked at $6.39M in Q1 2026.
198 funds tracked by Wall St. Rank held GDS Holdings as of Q2 2026.

Based on Barometer Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.