Hidden Lake Asset Management’s GDS Holdings GDS Stock Holding History

Hidden Lake Asset 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	$5.73M	Buy	142,149 +54,272	+62%	+$2.33M	1.73%	20
2025 Q4	$3.07M	Sell	87,877 -117,619	-57%	-$4.07M	0.78%	25
2025 Q3	$7.95M	Buy	205,496 +28,806	+16%	+$1.02M	1.02%	14
2025 Q2	$5.4M	Buy	176,690 +92,600	+110%	+$2.35M	1.47%	21
2025 Q1	$2.13M	Sell	84,090 -179,184	-68%	-$5.43M	1.38%	19
2024 Q4	$6.26M	Sell	263,274 -30,720	-10%	-$649K	2.81%	13
2024 Q3	$6M	Buy	293,994 +121,360	+70%	+$1.72M	3.3%	11
2024 Q2	$1.6M	Buy	+172,634	New	+$1.4M	1.24%	22
2022 Q1	–	Sell	-187,640	Closed	-$8.85M	–	23
2021 Q4	$8.85M	Buy	+187,640	New	+$10.3M	4.54%	12
2020 Q3	–	Sell	-115,700	Closed	-$9.22M	–	25
2020 Q2	$9.22M	Buy	+115,700	New	+$7.16M	4.94%	3

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

Hidden Lake Asset Management's GDS Position: Q1 2026 in Review

Hidden Lake Asset Management increased its GDS Holdings (GDS) stake by 62% in Q1 2026, buying an estimated $2.33M and bringing the position to 142,149 shares worth $5.73M. The position accounts for 1.73% of the portfolio, ranked #20.

Hidden Lake Asset Management first reported a position in GDS in Q2 2020 and has held it in 10 quarters since. The position peaked at $9.22M in Q2 2020. 205 funds tracked by Wall St. Rank hold GDS as of Q1 2026.

Hidden Lake Asset Management held 142,149 shares of GDS Holdings worth $5.73M as of Q1 2026.
Hidden Lake Asset Management bought 54,272 GDS Holdings shares in Q1 2026, an estimated $2.33M.
GDS Holdings made up 1.73% of Hidden Lake Asset Management's portfolio in Q1 2026, its #20 holding.
Hidden Lake Asset Management first reported a position in GDS Holdings in Q2 2020 and has held it in 10 quarters since.
Hidden Lake Asset Management's GDS Holdings position peaked at $9.22M in Q2 2020.
205 funds tracked by Wall St. Rank held GDS Holdings as of Q1 2026.

Based on Hidden Lake Asset Management's 13F filing for Q1 2026, filed 14 May 2026.