Islet Management’s GDS Holdings GDS Stock Holding History

Islet 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
2022 Q3	–	Sell	-30,000	Closed	-$1M	–	90
2022 Q2	$1M	Buy	+30,000	New	+$931K	0.1%	103
2020 Q3	–	Sell	-125,000	Closed	-$9.96M	–	131
2020 Q2	$9.96M	Sell	125,000 -25,968	-17%	-$1.61M	1.13%	31
2020 Q1	$8.75M	Buy	+150,968	New	+$8.42M	1.28%	19

Other funds holding GDS

STT

Singapore Technologies Telemedia Singapore $295M AUM 1.77% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

1WCM

12 West Capital Management New York $535M AUM 25.99% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cederberg Capital London, United Kingdom $100M AUM 90.57% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Islet Management's GDS Position: Q3 2022 in Review

Islet Management sold out of GDS Holdings (GDS) in Q3 2022, closing a stake of 30,000 shares — an estimated $1M sold.

Islet Management first reported a position in GDS in Q1 2020 and held it in 3 quarters. The position peaked at $9.96M in Q2 2020. 136 funds tracked by Wall St. Rank hold GDS as of Q3 2022.

Islet Management reported no remaining GDS Holdings position as of Q3 2022 after selling out during the quarter.
Islet Management sold 30,000 GDS Holdings shares in Q3 2022, an estimated $1M.
Islet Management first reported a position in GDS Holdings in Q1 2020 and held it in 3 quarters.
Islet Management's GDS Holdings position peaked at $9.96M in Q2 2020.
136 funds tracked by Wall St. Rank held GDS Holdings as of Q3 2022.

Based on Islet Management's 13F filing for Q3 2022, filed 14 Nov 2022.