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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
Q2 		– Sell
-31,989
Closed -$1.29M – 40
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 $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
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Barclays
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
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Beaconlight Capital's GDS Position: Q2 2026 in Review

Beaconlight Capital sold out of GDS Holdings (GDS) in Q2 2026, closing a stake of 31,989 shares — an estimated $1.29M sold.

Beaconlight Capital first reported a position in GDS in Q3 2025 and held it in 3 quarters. The position peaked at $6.26M in Q3 2025. 197 funds tracked by Wall St. Rank hold GDS as of Q2 2026.

  • Beaconlight Capital reported no remaining GDS Holdings position as of Q2 2026 after selling out during the quarter.
  • Beaconlight Capital sold 31,989 GDS Holdings shares in Q2 2026, an estimated $1.29M.
  • Beaconlight Capital first reported a position in GDS Holdings in Q3 2025 and held it in 3 quarters.
  • Beaconlight Capital's GDS Holdings position peaked at $6.26M in Q3 2025.
  • 197 funds tracked by Wall St. Rank held GDS Holdings as of Q2 2026.

Based on Beaconlight Capital's 13F filing for Q2 2026, filed 14 Aug 2026.