L1 Capital’s GDS Holdings GDS Stock Holding History

L1 Capital’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 Q2	–	Sell	-1,236,401	Closed	-$38.8M	–	13
2022 Q1	$38.8M	Sell	1,236,401 -319,842	-21%	-$13.1M	4.7%	9
2021 Q4	$73.4M	Buy	1,556,243 +658,515	+73%	+$36.3M	8.47%	5
2021 Q3	$50.8M	Buy	+897,728	New	+$55.3M	6.32%	9

Other funds holding GDS

STT

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

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

AMH

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

1WCM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

L1 Capital's GDS Position: Q2 2022 in Review

L1 Capital sold out of GDS Holdings (GDS) in Q2 2022, closing a stake of 1,236,401 shares — an estimated $38.8M sold.

L1 Capital first reported a position in GDS in Q3 2021 and held it in 3 quarters. The position peaked at $73.4M in Q4 2021. 171 funds tracked by Wall St. Rank hold GDS as of Q2 2022.

L1 Capital reported no remaining GDS Holdings position as of Q2 2022 after selling out during the quarter.
L1 Capital sold 1,236,401 GDS Holdings shares in Q2 2022, an estimated $38.8M.
L1 Capital first reported a position in GDS Holdings in Q3 2021 and held it in 3 quarters.
L1 Capital's GDS Holdings position peaked at $73.4M in Q4 2021.
171 funds tracked by Wall St. Rank held GDS Holdings as of Q2 2022.

Based on L1 Capital's 13F filing for Q2 2022, filed 15 Aug 2022.