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
2024 Q3	–	Sell	-25,000	Closed	-$232K	–	4660
2024 Q2	$232K	Hold	25,000	–	–	﹤0.01%	4017
2024 Q1	$166K	Sell	25,000 -100	-0.4%	-$677	﹤0.01%	3952
2023 Q4	$229K	Sell	25,100 -62,600	-71%	-$633K	﹤0.01%	3839
2023 Q3	$960K	Sell	87,700 -87,300	-50%	-$999K	﹤0.01%	3087
2023 Q2	$1.92M	Sell	175,000 -225,000	-56%	-$2.99M	﹤0.01%	2652
2023 Q1	$7.46M	Buy	400,000 +350,000	+700%	+$7.41M	0.01%	1607
2022 Q4	$1.03M	Buy	+50,000	New	+$765K	﹤0.01%	3429
2022 Q1	–	Sell	-18,800	Closed	-$887K	–	5669
2021 Q4	$887K	Sell	18,800 -165,000	-90%	-$9.09M	﹤0.01%	4026
2021 Q3	$10.4M	Buy	183,800 +61,300	+50%	+$3.78M	0.01%	1485
2021 Q2	$9.62M	Buy	122,500 +75,000	+158%	+$5.82M	0.01%	1534
2021 Q1	$3.85M	Buy	+47,500	New	+$4.74M	﹤0.01%	2055
2020 Q4	–	Sell	-50,000	Closed	-$4.09M	–	3998
2020 Q3	$4.09M	Buy	50,000 +19,900	+66%	+$1.59M	﹤0.01%	1847
2020 Q2	$2.4M	Hold	30,100	–	–	﹤0.01%	2265
2020 Q1	$1.75M	Buy	+30,100	New	+$1.68M	﹤0.01%	2276
2018 Q3	–	Sell	-6,800	Closed	-$273K	–	3800
2018 Q2	$273K	Buy	+6,800	New	+$233K	﹤0.01%	3412

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 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 New York $33.1B AUM 11.16% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

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

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

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.