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Farallon Capital Management’s GDS Holdings GDS Stock Holding History

Farallon Capital Management’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 		$11.8M Buy
+292,000
New +$12.5M 0.07% 64
2025
Q1 		– Sell
-1,531,133
Closed -$36.4M – 152
2024
Q4 		$36.4M Hold
1,531,133
– – 0.16% 64
2024
Q3 		$31.2M Buy
1,531,133
+305,000
+25% +$4.31M 0.14% 72
2024
Q2 		$11.4M Buy
1,226,133
+516,133
+73% +$4.17M 0.05% 82
2024
Q1 		$4.72M Buy
+710,000
New +$4.81M 0.02% 103

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
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
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Barclays
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
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Farallon Capital Management's GDS Position: Q1 2026 in Review

Farallon Capital Management opened a new position in GDS Holdings (GDS) in Q1 2026: 292,000 shares worth $11.8M. The stake represents 0.07% of the portfolio and ranks #64 among its holdings. This is a return to the name: Farallon Capital Management previously reported a position in GDS as recently as Q4 2024.

Farallon Capital Management first reported a position in GDS in Q1 2024 and has held it in 5 quarters since. The position peaked at $36.4M in Q4 2024. 205 funds tracked by Wall St. Rank hold GDS as of Q1 2026.

  • Farallon Capital Management held 292,000 shares of GDS Holdings worth $11.8M as of Q1 2026.
  • GDS Holdings was a new Farallon Capital Management position in Q1 2026.
  • GDS Holdings made up 0.07% of Farallon Capital Management's portfolio in Q1 2026, its #64 holding.
  • Farallon Capital Management first reported a position in GDS Holdings in Q1 2024 and has held it in 5 quarters since.
  • Farallon Capital Management's GDS Holdings position peaked at $36.4M in Q4 2024.
  • 205 funds tracked by Wall St. Rank held GDS Holdings as of Q1 2026.

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