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Lighthouse Investment Partners’s GDS Holdings GDS Stock Holding History

Lighthouse Investment Partners’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 		$6.61M Buy
164,031
+59,687
+57% +$2.56M 0.23% 145
2025
Q4 		$3.64M Sell
104,344
-48,124
-32% -$1.66M 0.11% 237
2025
Q3 		$5.9M Buy
152,468
+27,468
+22% +$974K 0.18% 161
2025
Q2 		$3.82M Buy
+125,000
New +$3.17M 0.14% 211

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
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
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Barclays
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
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lighthouse Investment Partners's GDS Position: Q1 2026 in Review

Lighthouse Investment Partners increased its GDS Holdings (GDS) stake by 57% in Q1 2026, buying an estimated $2.56M and bringing the position to 164,031 shares worth $6.61M. The position accounts for 0.23% of the portfolio, ranked #145.

Lighthouse Investment Partners first reported a position in GDS in Q2 2025 and has held it in 4 quarters since. 205 funds tracked by Wall St. Rank hold GDS as of Q1 2026.

  • Lighthouse Investment Partners held 164,031 shares of GDS Holdings worth $6.61M as of Q1 2026.
  • Lighthouse Investment Partners bought 59,687 GDS Holdings shares in Q1 2026, an estimated $2.56M.
  • GDS Holdings made up 0.23% of Lighthouse Investment Partners's portfolio in Q1 2026, its #145 holding.
  • Lighthouse Investment Partners first reported a position in GDS Holdings in Q2 2025 and has held it in 4 quarters since.
  • 205 funds tracked by Wall St. Rank held GDS Holdings as of Q1 2026.

Based on Lighthouse Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.