Hel Ved Capital Management’s GDS Holdings GDS Stock Holding History

Hel Ved 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	$1.31M	Buy	+32,500	New	+$1.39M	0.16%	50
2025 Q4	–	Sell	-84,400	Closed	-$3.27M	–	63
2025 Q3	$3.27M	Buy	+84,400	New	+$2.99M	0.69%	36
2021 Q4	$27M	Buy	+573,400	New	+$31.6M	17.68%	2
2021 Q1	$23.6M	Buy	+600,400	New	+$59.9M	20.18%	2

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

Hel Ved Capital Management's GDS Position: Q1 2026 in Review

Hel Ved Capital Management opened a new position in GDS Holdings (GDS) in Q1 2026: 32,500 shares worth $1.31M. The stake represents 0.16% of the portfolio and ranks #50 among its holdings. This is a return to the name: Hel Ved Capital Management previously reported a position in GDS as recently as Q3 2025.

Hel Ved Capital Management first reported a position in GDS in Q1 2021 and has held it in 4 quarters since. The position peaked at $27M in Q4 2021. 205 funds tracked by Wall St. Rank hold GDS as of Q1 2026.

Hel Ved Capital Management held 32,500 shares of GDS Holdings worth $1.31M as of Q1 2026.
GDS Holdings was a new Hel Ved Capital Management position in Q1 2026.
GDS Holdings made up 0.16% of Hel Ved Capital Management's portfolio in Q1 2026, its #50 holding.
Hel Ved Capital Management first reported a position in GDS Holdings in Q1 2021 and has held it in 4 quarters since.
Hel Ved Capital Management's GDS Holdings position peaked at $27M in Q4 2021.
205 funds tracked by Wall St. Rank held GDS Holdings as of Q1 2026.

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