Electron Capital Partners’s GDS Holdings GDS Stock Holding History

Electron Capital Partners’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 Q1	$31.5M	Buy	780,979 +675,531	+641%	+$29M	1.23%	24
2025 Q4	$3.68M	Buy	105,448 +36,166	+52%	+$1.25M	0.17%	33
2025 Q3	$2.68M	Sell	69,282 -162	-0.2%	-$5.74K	0.12%	32
2025 Q2	$2.12M	Sell	69,444 -157	-0.2%	-$3.98K	0.11%	31
2025 Q1	$1.76M	Buy	+69,601	New	+$2.11M	0.12%	29
2023 Q2	–	Sell	-1,472,190	Closed	-$27.5M	–	41
2023 Q1	$27.5M	Buy	1,472,190 +934,141	+174%	+$19.8M	1.19%	23
2022 Q4	$11.1M	Buy	+538,049	New	+$8.23M	0.45%	40

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

Electron Capital Partners's GDS Position: Q1 2026 in Review

Electron Capital Partners increased its GDS Holdings (GDS) stake by 641% in Q1 2026, buying an estimated $29M and bringing the position to 780,979 shares worth $31.5M. The position accounts for 1.23% of the portfolio, ranked #24.

Electron Capital Partners first reported a position in GDS in Q4 2022 and has held it in 7 quarters since. 205 funds tracked by Wall St. Rank hold GDS as of Q1 2026.

Electron Capital Partners held 780,979 shares of GDS Holdings worth $31.5M as of Q1 2026.
Electron Capital Partners bought 675,531 GDS Holdings shares in Q1 2026, an estimated $29M.
GDS Holdings made up 1.23% of Electron Capital Partners's portfolio in Q1 2026, its #24 holding.
Electron Capital Partners first reported a position in GDS Holdings in Q4 2022 and has held it in 7 quarters since.
205 funds tracked by Wall St. Rank held GDS Holdings as of Q1 2026.

Based on Electron Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.