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 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 $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 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 New York $33.1B AUM 11.16% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

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

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

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

Barometer Capital Management's GDS Position: Q1 2026 in Review

Barometer Capital Management increased its GDS Holdings (GDS) stake by 2,338% in Q1 2026, buying an estimated $6.52M and bringing the position to 158,500 shares worth $6.39M. The position accounts for 2.19% of the portfolio, ranked #15.

Barometer Capital Management first reported a position in GDS in Q4 2017 and has held it in 10 quarters since. 205 funds tracked by Wall St. Rank hold GDS as of Q1 2026.

Barometer Capital Management held 158,500 shares of GDS Holdings worth $6.39M as of Q1 2026.
Barometer Capital Management bought 152,000 GDS Holdings shares in Q1 2026, an estimated $6.52M.
GDS Holdings made up 2.19% of Barometer Capital Management's portfolio in Q1 2026, its #15 holding.
Barometer Capital Management first reported a position in GDS Holdings in Q4 2017 and has held it in 10 quarters since.
205 funds tracked by Wall St. Rank held GDS Holdings as of Q1 2026.

Based on Barometer Capital Management's 13F filing for Q1 2026, filed 12 May 2026.