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

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

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

TCM

Tekne Capital Management New York $237M AUM 62.98% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

1WCM

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

Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Light Street Capital Management's GDS Position: Q1 2026 in Review

Light Street Capital Management increased its GDS Holdings (GDS) stake by 9.8% in Q1 2026, buying an estimated $273K and bringing the position to 71,642 shares worth $2.89M. The position accounts for 0.54% of the portfolio, ranked #22.

Light Street Capital Management first reported a position in GDS in Q4 2016 and has held it in 14 quarters since. The position peaked at $69.7M in Q2 2019. 205 funds tracked by Wall St. Rank hold GDS as of Q1 2026.

Light Street Capital Management held 71,642 shares of GDS Holdings worth $2.89M as of Q1 2026.
Light Street Capital Management bought 6,370 GDS Holdings shares in Q1 2026, an estimated $273K.
GDS Holdings made up 0.54% of Light Street Capital Management's portfolio in Q1 2026, its #22 holding.
Light Street Capital Management first reported a position in GDS Holdings in Q4 2016 and has held it in 14 quarters since.
Light Street Capital Management's GDS Holdings position peaked at $69.7M in Q2 2019.
205 funds tracked by Wall St. Rank held GDS Holdings as of Q1 2026.

Based on Light Street Capital Management's 13F filing for Q1 2026, filed 15 May 2026.