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Dmitry Balyasny’s GDS Holdings GDS Stock Holding History

Dmitry Balyasny’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 		$2.09M Sell
69,677
-480,808
-87% -$18.6M ﹤0.01% 1793
2026
Q1 		$22.2M Buy
550,485
+280,416
+104% +$12M 0.03% 643
2025
Q4 		$9.43M Sell
270,069
-20,981
-7% -$725K 0.01% 1054
2025
Q3 		$11.3M Sell
291,050
-133,205
-31% -$4.72M 0.01% 989
2025
Q2 		$13M Sell
424,255
-5,845
-1% -$148K 0.02% 847
2025
Q1 		$10.9M Buy
+430,100
New +$13M 0.02% 870
2024
Q4 		– Sell
-66,661
Closed -$1.36M – 2924
2024
Q3 		$1.36M Sell
66,661
-283,461
-81% -$4.01M ﹤0.01% 1840
2024
Q2 		$3.25M Sell
350,122
-61,770
-15% -$499K 0.01% 1349
2024
Q1 		$2.74M Sell
411,892
-183,330
-31% -$1.24M ﹤0.01% 1443
2023
Q4 		$5.43M Buy
595,222
+53,481
+10% +$540K 0.01% 1091
2023
Q3 		$5.93M Buy
541,741
+216,741
+67% +$2.48M 0.01% 1044
2023
Q2 		$3.57M Sell
325,000
-119,376
-27% -$1.59M 0.01% 1178
2023
Q1 		$8.29M Buy
+444,376
New +$9.41M 0.02% 854
2022
Q3 		– Sell
-28,381
Closed -$948K – 2982
2022
Q2 		$948K Buy
28,381
+13,002
+85% +$404K ﹤0.01% 1778
2022
Q1 		$604K Buy
+15,379
New +$628K ﹤0.01% 1774
2021
Q4 		– Sell
-442,664
Closed -$25.1M – 2369
2021
Q3 		$25.1M Buy
442,664
+164,984
+59% +$10.2M 0.1% 266
2021
Q2 		$21.8M Buy
277,680
+108,321
+64% +$8.4M 0.1% 268
2021
Q1 		$13.7M Buy
+169,359
New +$16.9M 0.07% 387
2020
Q4 		– Sell
-74,707
Closed -$6.11M – 1462
2020
Q3 		$6.11M Buy
74,707
+62,169
+496% +$4.98M 0.04% 536
2020
Q2 		$999K Buy
+12,538
New +$776K 0.01% 832
2020
Q1 		– Sell
-77,752
Closed -$4.01M – 1269
2019
Q4 		$4.01M Buy
+77,752
New +$3.48M 0.02% 634
2017
Q3 		– Sell
-175,584
Closed -$1.63M – 1950
2017
Q2 		$1.63M Sell
175,584
-25,919
-13% -$210K 0.01% 980
2017
Q1 		$1.67M Sell
201,503
-570,697
-74% -$4.66M 0.01% 957
2016
Q4 		$6.64M Buy
+772,200
New +$7.35M 0.04% 611

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

Dmitry Balyasny's GDS Position: Q2 2026 in Review

Dmitry Balyasny reduced its GDS Holdings (GDS) stake by 87% in Q2 2026, selling an estimated $18.6M and leaving 69,677 shares worth $2.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1793.

Dmitry Balyasny first reported a position in GDS in Q4 2016 and has held it in 24 quarters since. The position peaked at $25.1M in Q3 2021. 197 funds tracked by Wall St. Rank hold GDS as of Q2 2026.

  • Dmitry Balyasny held 69,677 shares of GDS Holdings worth $2.09M as of Q2 2026.
  • Dmitry Balyasny sold 480,808 GDS Holdings shares in Q2 2026, an estimated $18.6M.
  • GDS Holdings made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #1793 holding.
  • Dmitry Balyasny first reported a position in GDS Holdings in Q4 2016 and has held it in 24 quarters since.
  • Dmitry Balyasny's GDS Holdings position peaked at $25.1M in Q3 2021.
  • 197 funds tracked by Wall St. Rank held GDS Holdings as of Q2 2026.

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