D.E. Shaw & Co
GDS icon

D.E. Shaw & Co’s GDS Holdings GDS Stock Holding History

D.E. Shaw & Co’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 		$79.2M Buy
+1,964,818
New +$84.3M 0.05% 466
2025
Q4 		– Sell
-5,984
Closed -$232K – 4731
2025
Q3 		$232K Sell
5,984
-12,391
-67% -$439K ﹤0.01% 4222
2025
Q2 		$562K Sell
18,375
-766,436
-98% -$19.4M ﹤0.01% 3586
2025
Q1 		$19.9M Sell
784,811
-792,013
-50% -$24M 0.02% 949
2024
Q4 		$37.5M Buy
1,576,824
+609,728
+63% +$12.9M 0.03% 693
2024
Q3 		$19.7M Buy
+967,096
New +$13.7M 0.02% 989
2023
Q2 		– Sell
-130,792
Closed -$1.74M – 4346
2023
Q1 		$2.44M Buy
130,792
+82,931
+173% +$1.76M ﹤0.01% 2538
2022
Q4 		$987K Sell
47,861
-28,849
-38% -$441K ﹤0.01% 3461
2022
Q3 		$1.35M Sell
76,710
-124,472
-62% -$3.27M ﹤0.01% 3343
2022
Q2 		$6.72M Buy
+201,182
New +$6.25M 0.01% 1787
2021
Q4 		– Sell
-114,262
Closed -$6.3M – 5506
2021
Q3 		$6.47M Sell
114,262
-91,318
-44% -$5.63M 0.01% 1874
2021
Q2 		$16.1M Sell
205,580
-578,344
-74% -$44.8M 0.01% 1140
2021
Q1 		$63.6M Sell
783,924
-42,489
-5% -$4.24M 0.06% 384
2020
Q4 		$77.4M Sell
826,413
-300,734
-27% -$26.7M 0.07% 342
2020
Q3 		$92.2M Sell
1,127,147
-191,810
-15% -$15.4M 0.09% 246
2020
Q2 		$105M Sell
1,318,957
-155,232
-11% -$9.61M 0.13% 162
2020
Q1 		$85.5M Sell
1,474,189
-53,757
-4% -$3M 0.13% 163
2019
Q4 		$78.8M Buy
1,527,946
+138,749
+10% +$6.22M 0.09% 264
2019
Q3 		$55.7M Buy
1,389,197
+401,965
+41% +$16.2M 0.07% 347
2019
Q2 		$37.1M Buy
987,232
+789,363
+399% +$28.7M 0.05% 471
2019
Q1 		$7.06M Buy
+197,869
New +$5.99M 0.01% 1326
2018
Q4 		– Sell
-7,002
Closed -$246K – 3831
2018
Q3 		$246K Sell
7,002
-309,697
-98% -$11.1M ﹤0.01% 3445
2018
Q2 		$12.7M Sell
316,699
-41,403
-12% -$1.42M 0.02% 956
2018
Q1 		$9.83M Buy
+358,102
New +$9.39M 0.01% 1008

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

D.E. Shaw & Co's GDS Position: Q1 2026 in Review

D.E. Shaw & Co opened a new position in GDS Holdings (GDS) in Q1 2026: 1,964,818 shares worth $79.2M. The stake represents 0.05% of the portfolio and ranks #466 among its holdings. This is a return to the name: D.E. Shaw & Co previously reported a position in GDS as recently as Q3 2025.

D.E. Shaw & Co first reported a position in GDS in Q1 2018 and has held it in 24 quarters since. The position peaked at $105M in Q2 2020. 205 funds tracked by Wall St. Rank hold GDS as of Q1 2026.

  • D.E. Shaw & Co held 1,964,818 shares of GDS Holdings worth $79.2M as of Q1 2026.
  • GDS Holdings was a new D.E. Shaw & Co position in Q1 2026.
  • GDS Holdings made up 0.05% of D.E. Shaw & Co's portfolio in Q1 2026, its #466 holding.
  • D.E. Shaw & Co first reported a position in GDS Holdings in Q1 2018 and has held it in 24 quarters since.
  • D.E. Shaw & Co's GDS Holdings position peaked at $105M in Q2 2020.
  • 205 funds tracked by Wall St. Rank held GDS Holdings as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.