Goldman Sachs’s GDS Holdings GDS Stock Holding History

Goldman Sachs’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 Q3	–	Sell	-120,400	Closed	-$3.68M	–	6450
2025 Q2	$3.68M	Buy	+120,400	New	+$3.05M	﹤0.01%	3702
2025 Q1	–	Sell	-18,500	Closed	-$440K	–	6190
2024 Q4	$440K	Hold	18,500	–	–	﹤0.01%	5319
2024 Q3	$377K	Buy	+18,500	New	+$262K	﹤0.01%	5202
2023 Q1	–	Sell	-921,800	Closed	-$19M	–	6043
2022 Q4	$19M	Buy	+921,800	New	+$14.1M	﹤0.01%	2018
2018 Q4	–	Sell	-20,000	Closed	-$703K	–	5391
2018 Q3	$703K	Buy	+20,000	New	+$719K	﹤0.01%	4235

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

Goldman Sachs's GDS Position: Q1 2026 in Review

Goldman Sachs increased its GDS Holdings (GDS) stake by 408% in Q1 2026, buying an estimated $70.5M and bringing the position to 2,048,332 shares worth $82.5M. The position accounts for 0.01% of the portfolio, ranked #1180.

Goldman Sachs first reported a position in GDS in Q4 2016 and has held it in 35 quarters since. The position peaked at $146M in Q1 2022. 205 funds tracked by Wall St. Rank hold GDS as of Q1 2026.

Goldman Sachs held 2,048,332 shares of GDS Holdings worth $82.5M as of Q1 2026.
Goldman Sachs bought 1,644,913 GDS Holdings shares in Q1 2026, an estimated $70.5M.
GDS Holdings made up 0.01% of Goldman Sachs's portfolio in Q1 2026, its #1180 holding.
Goldman Sachs first reported a position in GDS Holdings in Q4 2016 and has held it in 35 quarters since.
Goldman Sachs's GDS Holdings position peaked at $146M in Q1 2022.
205 funds tracked by Wall St. Rank held GDS Holdings as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.