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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
2025
Q4 		– Sell
-30,000
Closed -$1.16M – 3253
2025
Q3 		$1.16M Buy
+30,000
New +$1.06M ﹤0.01% 2054

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.