Light Street Capital Management’s GDS Holdings GDS Stock Holding History

Light Street 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	$2.16M	Buy	71,790 +148	+0.2%	+$5.71K	0.24%	28
2026 Q1	$2.89M	Buy	71,642 +6,370	+10%	+$273K	0.54%	22
2025 Q4	$2.28M	Sell	65,272 -179,285	-73%	-$6.2M	0.35%	24
2025 Q3	$9.46M	Sell	244,557 -470,025	-66%	-$16.7M	1.59%	19
2025 Q2	$21.8M	Buy	+714,582	New	+$18.1M	4.46%	9
2025 Q1	–	Sell	-785,156	Closed	-$18.7M	–	25
2024 Q4	$18.7M	Buy	+785,156	New	+$16.6M	3.43%	12
2020 Q4	–	Sell	-392,404	Closed	-$32.1M	–	50
2020 Q3	$32.1M	Sell	392,404 -340,750	-46%	-$27.3M	1.01%	36
2020 Q2	$58.4M	Sell	733,154 -112,002	-13%	-$6.93M	2.43%	18
2020 Q1	$49M	Sell	845,156 -92,900	-10%	-$5.18M	2.58%	16
2019 Q4	$48.4M	Sell	938,056 -55,900	-6%	-$2.5M	2.89%	16
2019 Q3	$39.8M	Sell	993,956 -860,144	-46%	-$34.7M	2.86%	16
2019 Q2	$69.7M	Buy	1,854,100 +552,900	+42%	+$20.1M	3.76%	11
2019 Q1	$46.4M	Buy	+1,301,200	New	+$39.4M	3.1%	16
2017 Q2	–	Sell	-1,300,000	Closed	-$10.8M	–	28
2017 Q1	$10.8M	Buy	1,300,000 +9,500	+0.7%	+$77.5K	0.86%	29
2016 Q4	$11.1M	Buy	+1,290,500	New	+$12.3M	1.52%	23

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

Light Street Capital Management's GDS Position: Q2 2026 in Review

Light Street Capital Management increased its GDS Holdings (GDS) stake by 0.21% in Q2 2026, buying an estimated $5.71K and bringing the position to 71,790 shares worth $2.16M. The position accounts for 0.24% of the portfolio, ranked #28.

Light Street Capital Management first reported a position in GDS in Q4 2016 and has held it in 15 quarters since. The position peaked at $69.7M in Q2 2019. 197 funds tracked by Wall St. Rank hold GDS as of Q2 2026.

Light Street Capital Management held 71,790 shares of GDS Holdings worth $2.16M as of Q2 2026.
Light Street Capital Management bought 148 GDS Holdings shares in Q2 2026, an estimated $5.71K.
GDS Holdings made up 0.24% of Light Street Capital Management's portfolio in Q2 2026, its #28 holding.
Light Street Capital Management first reported a position in GDS Holdings in Q4 2016 and has held it in 15 quarters since.
Light Street Capital Management's GDS Holdings position peaked at $69.7M in Q2 2019.
197 funds tracked by Wall St. Rank held GDS Holdings as of Q2 2026.

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