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 Q2	$5.51M	Buy	183,400 +150,900	+464%	+$5.82M	0.41%	44
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 $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

Hel Ved Capital Management's GDS Position: Q2 2026 in Review

Hel Ved Capital Management increased its GDS Holdings (GDS) stake by 464% in Q2 2026, buying an estimated $5.82M and bringing the position to 183,400 shares worth $5.51M. The position accounts for 0.41% of the portfolio, ranked #44.

Hel Ved Capital Management first reported a position in GDS in Q1 2021 and has held it in 5 quarters since. The position peaked at $27M in Q4 2021. 198 funds tracked by Wall St. Rank hold GDS as of Q2 2026.

Hel Ved Capital Management held 183,400 shares of GDS Holdings worth $5.51M as of Q2 2026.
Hel Ved Capital Management bought 150,900 GDS Holdings shares in Q2 2026, an estimated $5.82M.
GDS Holdings made up 0.41% of Hel Ved Capital Management's portfolio in Q2 2026, its #44 holding.
Hel Ved Capital Management first reported a position in GDS Holdings in Q1 2021 and has held it in 5 quarters since.
Hel Ved Capital Management's GDS Holdings position peaked at $27M in Q4 2021.
198 funds tracked by Wall St. Rank held GDS Holdings as of Q2 2026.

Based on Hel Ved Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.