Kylin Management’s GDS Holdings GDS Stock Holding History

Kylin 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
2021 Q4	$19.6M	Buy	415,404 +265,504	+177%	+$14.6M	11.35%	6
2021 Q3	$8.49M	Sell	149,900 -354,740	-70%	-$21.9M	6.75%	7
2021 Q2	$39.6M	Sell	504,640 -193,960	-28%	-$15M	16.1%	2
2021 Q1	$56.6M	Sell	698,600 -222,833	-24%	-$22.2M	16.57%	3
2020 Q4	$86.3M	Sell	921,433 -132,467	-13%	-$11.8M	24.71%	1
2020 Q3	$86.2M	Buy	1,053,900 +103,700	+11%	+$8.31M	30.41%	1
2020 Q2	$75.7M	Sell	950,200 -39,400	-4%	-$2.44M	24.86%	1
2020 Q1	$57.4M	Sell	989,600 -201,700	-17%	-$11.2M	24.77%	1
2019 Q4	$61.4M	Sell	1,191,300 -327,500	-22%	-$14.7M	16.45%	1
2019 Q3	$60.9M	Sell	1,518,800 -253,000	-14%	-$10.2M	17.43%	1
2019 Q2	$66.6M	Buy	1,771,800 +164,100	+10%	+$5.98M	16.51%	2
2019 Q1	$57.4M	Buy	1,607,700 +560,700	+54%	+$17M	11.95%	5
2018 Q4	$24.2M	Buy	+1,047,000	New	+$27.3M	7.74%	5

Other funds holding GDS

STT

Singapore Technologies Telemedia Singapore $396M AUM 59.06% 1-Year Est. Return

1WCM

12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Cederberg Capital London, United Kingdom $186M AUM 21.27% 1-Year Est. Return

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Kylin Management's GDS Position: Q4 2021 in Review

Kylin Management increased its GDS Holdings (GDS) stake by 177% in Q4 2021, buying an estimated $14.6M and bringing the position to 415,404 shares worth $19.6M. The position accounts for 11.35% of the portfolio, ranked #6.

Kylin Management first reported a position in GDS in Q4 2018 and has held it in 13 quarters since. The position peaked at $86.3M in Q4 2020. 227 funds tracked by Wall St. Rank hold GDS as of Q4 2021.

Kylin Management held 415,404 shares of GDS Holdings worth $19.6M as of Q4 2021.
Kylin Management bought 265,504 GDS Holdings shares in Q4 2021, an estimated $14.6M.
GDS Holdings made up 11.35% of Kylin Management's portfolio in Q4 2021, its #6 holding.
Kylin Management first reported a position in GDS Holdings in Q4 2018 and has held it in 13 quarters since.
Kylin Management's GDS Holdings position peaked at $86.3M in Q4 2020.
227 funds tracked by Wall St. Rank held GDS Holdings as of Q4 2021.

Based on Kylin Management's 13F filing for Q4 2021, filed 14 Feb 2022.