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Baupost Group’s GDS Holdings GDS Stock Holding History

Baupost Group’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 		$123M Hold
3,044,818
– – 2.4% 16
2025
Q4 		$106M Sell
3,044,818
-205,134
-6% -$7.09M 2.01% 19
2025
Q3 		$126M Hold
3,249,952
– – 2.63% 14
2025
Q2 		$99.4M Sell
3,249,952
-1,000,000
-24% -$25.4M 2.41% 14
2025
Q1 		$108M Hold
4,249,952
– – 3.08% 11
2024
Q4 		$101M Hold
4,249,952
– – 2.94% 12
2024
Q3 		$86.7M Hold
4,249,952
– – 2.47% 12
2024
Q2 		$39.5M Buy
4,249,952
+1,649,952
+63% +$13.3M 1.09% 19
2024
Q1 		$17.3M Buy
+2,600,000
New +$17.6M 0.47% 19

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
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

Baupost Group's GDS Position: Q1 2026 in Review

Baupost Group held its GDS Holdings (GDS) position steady in Q1 2026 at 3,044,818 shares worth $123M. The position accounts for 2.4% of the portfolio, ranked #16.

Baupost Group first reported a position in GDS in Q1 2024 and has held it in 9 quarters since. The position peaked at $126M in Q3 2025. 205 funds tracked by Wall St. Rank hold GDS as of Q1 2026.

  • Baupost Group held 3,044,818 shares of GDS Holdings worth $123M as of Q1 2026.
  • Baupost Group left its GDS Holdings share count unchanged in Q1 2026.
  • GDS Holdings made up 2.4% of Baupost Group's portfolio in Q1 2026, its #16 holding.
  • Baupost Group first reported a position in GDS Holdings in Q1 2024 and has held it in 9 quarters since.
  • Baupost Group's GDS Holdings position peaked at $126M in Q3 2025.
  • 205 funds tracked by Wall St. Rank held GDS Holdings as of Q1 2026.

Based on Baupost Group's 13F filing for Q1 2026, filed 14 May 2026.