Light Street Capital Management’s GDS Holdings GDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.8M | Buy |
+714,582
| New | +$21.8M | 4.46% | 9 |
|
|
2025
Q1 | – | Sell |
-785,156
| Closed | -$18.7M | – | 24 |
|
|
2024
Q4 | $18.7M | Buy |
+785,156
| New | +$18.7M | 3.43% | 11 |
|
|
2020
Q4 | – | Sell |
-392,404
| Closed | -$32.1M | – | 50 |
|
|
2020
Q3 | $32.1M | Sell |
392,404
-340,750
| -46% | -$27.9M | 1.01% | 35 |
|
|
2020
Q2 | $58.4M | Sell |
733,154
-112,002
| -13% | -$8.92M | 2.43% | 17 |
|
|
2020
Q1 | $49M | Sell |
845,156
-92,900
| -10% | -$5.39M | 2.58% | 16 |
|
|
2019
Q4 | $48.4M | Sell |
938,056
-55,900
| -6% | -$2.88M | 2.89% | 16 |
|
|
2019
Q3 | $39.8M | Sell |
993,956
-860,144
| -46% | -$34.5M | 2.86% | 16 |
|
|
2019
Q2 | $69.7M | Buy |
1,854,100
+552,900
| +42% | +$20.8M | 3.76% | 11 |
|
|
2019
Q1 | $46.4M | Buy |
+1,301,200
| New | +$46.4M | 3.1% | 15 |
|
|
2017
Q2 | – | Sell |
-1,300,000
| Closed | -$10.8M | – | 24 |
|
|
2017
Q1 | $10.8M | Buy |
1,300,000
+9,500
| +0.7% | +$78.6K | 0.86% | 23 |
|
|
2016
Q4 | $11.1M | Buy |
+1,290,500
| New | +$11.1M | 1.52% | 23 |
|