Bridger Management’s GDS Holdings GDS Stock Holding History

Bridger 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
2022 Q2	–	Sell	-150,000	Closed	-$5.89M	–	48
2022 Q1	$5.89M	Sell	150,000 -245,025	-62%	-$10M	0.97%	26
2021 Q4	$18.6M	Hold	395,025	–	–	2.41%	17
2021 Q3	$22.4M	Hold	395,025	–	–	2.62%	16
2021 Q2	$31M	Hold	395,025	–	–	2.89%	15
2021 Q1	$32M	Sell	395,025 -64,879	-14%	-$6.47M	2.99%	15
2020 Q4	$43.1M	Hold	459,904	–	–	3.28%	13
2020 Q3	$37.6M	Hold	459,904	–	–	3.01%	14
2020 Q2	$36.6M	Hold	459,904	–	–	3.39%	13
2020 Q1	$26.7M	Sell	459,904 -529,883	-54%	-$29.5M	3.09%	16
2019 Q4	$51.1M	Sell	989,787 -184,636	-16%	-$8.27M	3.68%	9
2019 Q3	$47.1M	Sell	1,174,423 -108,254	-8%	-$4.36M	3.89%	10
2019 Q2	$48.2M	Buy	1,282,677 +176,957	+16%	+$6.44M	3.78%	12
2019 Q1	$39.5M	Sell	1,105,720 -283,794	-20%	-$8.59M	3.12%	15
2018 Q4	$32.1M	Buy	+1,389,514	New	+$36.2M	2.67%	18

Other funds holding GDS

STT

Singapore Technologies Telemedia Singapore $396M AUM 59.06% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

1WCM

12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cederberg Capital London, United Kingdom $186M AUM 21.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bridger Management's GDS Position: Q2 2022 in Review

Bridger Management sold out of GDS Holdings (GDS) in Q2 2022, closing a stake of 150,000 shares — an estimated $5.89M sold.

Bridger Management first reported a position in GDS in Q4 2018 and held it in 14 quarters. The position peaked at $51.1M in Q4 2019. 171 funds tracked by Wall St. Rank hold GDS as of Q2 2022.

Bridger Management reported no remaining GDS Holdings position as of Q2 2022 after selling out during the quarter.
Bridger Management sold 150,000 GDS Holdings shares in Q2 2022, an estimated $5.89M.
Bridger Management first reported a position in GDS Holdings in Q4 2018 and held it in 14 quarters.
Bridger Management's GDS Holdings position peaked at $51.1M in Q4 2019.
171 funds tracked by Wall St. Rank held GDS Holdings as of Q2 2022.

Based on Bridger Management's 13F filing for Q2 2022, filed 15 Aug 2022.