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Beaconlight Capital’s GDS Holdings GDS Stock Holding History

Beaconlight Capital’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 		$1.29M Sell
31,989
-104,054
-76% -$4.46M 0.68% 30
2025
Q4 		$4.75M Sell
136,043
-25,772
-16% -$891K 2.77% 16
2025
Q3 		$6.26M Buy
+161,815
New +$5.74M 3.09% 12

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

Beaconlight Capital's GDS Position: Q1 2026 in Review

Beaconlight Capital reduced its GDS Holdings (GDS) stake by 76% in Q1 2026, selling an estimated $4.46M and leaving 31,989 shares worth $1.29M. The position accounts for 0.68% of the portfolio, ranked #30.

Beaconlight Capital first reported a position in GDS in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.26M in Q3 2025. 205 funds tracked by Wall St. Rank hold GDS as of Q1 2026.

  • Beaconlight Capital held 31,989 shares of GDS Holdings worth $1.29M as of Q1 2026.
  • Beaconlight Capital sold 104,054 GDS Holdings shares in Q1 2026, an estimated $4.46M.
  • GDS Holdings made up 0.68% of Beaconlight Capital's portfolio in Q1 2026, its #30 holding.
  • Beaconlight Capital first reported a position in GDS Holdings in Q3 2025 and has held it in 3 quarters since.
  • Beaconlight Capital's GDS Holdings position peaked at $6.26M in Q3 2025.
  • 205 funds tracked by Wall St. Rank held GDS Holdings as of Q1 2026.

Based on Beaconlight Capital's 13F filing for Q1 2026, filed 14 May 2026.