Burkehill Global Management’s GDS Holdings GDS Stock Holding History

Burkehill Global 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 Q2	$15M	Sell	500,000 -200,000	-29%	-$7.72M	0.54%	32
2026 Q1	$28.2M	Hold	700,000	–	–	1.4%	17
2025 Q4	$24.4M	Hold	700,000	–	–	1.61%	18
2025 Q3	$27.1M	Hold	700,000	–	–	1.54%	17
2025 Q2	$21.4M	Buy	+700,000	New	+$17.7M	1.58%	21

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 Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

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 New York $66.6B AUM 7.35% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Burkehill Global Management's GDS Position: Q2 2026 in Review

Burkehill Global Management reduced its GDS Holdings (GDS) stake by 29% in Q2 2026, selling an estimated $7.72M and leaving 500,000 shares worth $15M. The position accounts for 0.54% of the portfolio, ranked #32.

Burkehill Global Management first reported a position in GDS in Q2 2025 and has held it in 5 quarters since. The position peaked at $28.2M in Q1 2026. 198 funds tracked by Wall St. Rank hold GDS as of Q2 2026.

Burkehill Global Management held 500,000 shares of GDS Holdings worth $15M as of Q2 2026.
Burkehill Global Management sold 200,000 GDS Holdings shares in Q2 2026, an estimated $7.72M.
GDS Holdings made up 0.54% of Burkehill Global Management's portfolio in Q2 2026, its #32 holding.
Burkehill Global Management first reported a position in GDS Holdings in Q2 2025 and has held it in 5 quarters since.
Burkehill Global Management's GDS Holdings position peaked at $28.2M in Q1 2026.
198 funds tracked by Wall St. Rank held GDS Holdings as of Q2 2026.

Based on Burkehill Global Management's 13F filing for Q2 2026, filed 14 Aug 2026.