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
2025
Q1 		– Sell
-162,300
Closed -$3.86M – 4423
2024
Q4 		$3.86M Hold
162,300
– – ﹤0.01% 2194
2024
Q3 		$3.31M Hold
162,300
– – ﹤0.01% 2305
2024
Q2 		$1.51M Hold
162,300
– – ﹤0.01% 2902
2024
Q1 		$1.08M Buy
+162,300
New +$1.1M ﹤0.01% 3041
2023
Q3 		– Sell
-322,100
Closed -$3.54M – 4332
2023
Q2 		$3.54M Buy
322,100
+229,600
+248% +$3.05M ﹤0.01% 2140
2023
Q1 		$1.73M Buy
92,500
+42,500
+85% +$900K ﹤0.01% 2796
2022
Q4 		$1.03M Buy
+50,000
New +$765K ﹤0.01% 3428
2022
Q2 		– Sell
-17,600
Closed -$691K – 5477
2022
Q1 		$691K Sell
17,600
-81,400
-82% -$3.32M ﹤0.01% 4169
2021
Q4 		$4.67M Buy
99,000
+17,600
+22% +$970K ﹤0.01% 2448
2021
Q3 		$4.61M Buy
81,400
+53,300
+190% +$3.28M ﹤0.01% 2180
2021
Q2 		$2.21M Sell
28,100
-5,800
-17% -$450K ﹤0.01% 2847
2021
Q1 		$2.75M Buy
33,900
+23,900
+239% +$2.38M ﹤0.01% 2312
2020
Q4 		$936K Sell
10,000
-58,500
-85% -$5.2M ﹤0.01% 3063
2020
Q3 		$5.61M Hold
68,500
– – 0.01% 1603
2020
Q2 		$5.46M Sell
68,500
-55,300
-45% -$3.42M 0.01% 1604
2020
Q1 		$7.18M Sell
123,800
-36,400
-23% -$2.03M 0.01% 1197
2019
Q4 		$8.26M Buy
160,200
+61,200
+62% +$2.74M 0.01% 1343
2019
Q3 		$3.97M Buy
+99,000
New +$3.99M ﹤0.01% 1825
2018
Q4 		– Sell
-30,800
Closed -$1.08M – 3830
2018
Q3 		$1.08M Sell
30,800
-2,600
-8% -$93.5K ﹤0.01% 2652
2018
Q2 		$1.34M Buy
+33,400
New +$1.15M ﹤0.01% 2506

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.