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 Q2	$25M	Buy	831,889 +50,910	+7%	+$1.97M	1%	29
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 $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 Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

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 New York $66.6B AUM 7.35% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Electron Capital Partners's GDS Position: Q2 2026 in Review

Electron Capital Partners increased its GDS Holdings (GDS) stake by 6.5% in Q2 2026, buying an estimated $1.97M and bringing the position to 831,889 shares worth $25M. The position accounts for 1% of the portfolio, ranked #29.

Electron Capital Partners first reported a position in GDS in Q4 2022 and has held it in 8 quarters since. The position peaked at $31.5M in Q1 2026. 197 funds tracked by Wall St. Rank hold GDS as of Q2 2026.

Electron Capital Partners held 831,889 shares of GDS Holdings worth $25M as of Q2 2026.
Electron Capital Partners bought 50,910 GDS Holdings shares in Q2 2026, an estimated $1.97M.
GDS Holdings made up 1% of Electron Capital Partners's portfolio in Q2 2026, its #29 holding.
Electron Capital Partners first reported a position in GDS Holdings in Q4 2022 and has held it in 8 quarters since.
Electron Capital Partners's GDS Holdings position peaked at $31.5M in Q1 2026.
197 funds tracked by Wall St. Rank held GDS Holdings as of Q2 2026.

Based on Electron Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.