DS
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David Shaw’s GDS Holdings GDS Stock Holding History

David Shaw’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 		$48.8M Sell
1,624,322
-340,496
-17% -$13.1M 0.02% 773
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 $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
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Barclays
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
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

David Shaw's GDS Position: Q2 2026 in Review

David Shaw reduced its GDS Holdings (GDS) stake by 17% in Q2 2026, selling an estimated $13.1M and leaving 1,624,322 shares worth $48.8M. The position accounts for 0.02% of the portfolio, ranked #773.

David Shaw first reported a position in GDS in Q1 2018 and has held it in 25 quarters since. The position peaked at $105M in Q2 2020. 197 funds tracked by Wall St. Rank hold GDS as of Q2 2026.

  • David Shaw held 1,624,322 shares of GDS Holdings worth $48.8M as of Q2 2026.
  • David Shaw sold 340,496 GDS Holdings shares in Q2 2026, an estimated $13.1M.
  • GDS Holdings made up 0.02% of David Shaw's portfolio in Q2 2026, its #773 holding.
  • David Shaw first reported a position in GDS Holdings in Q1 2018 and has held it in 25 quarters since.
  • David Shaw's GDS Holdings position peaked at $105M in Q2 2020.
  • 197 funds tracked by Wall St. Rank held GDS Holdings as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.