LMR Partners’s GDS Holdings GDS Stock Holding History

LMR 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	$4.77M	Sell	118,365 -205,600	-63%	-$8.82M	0.01%	653
2025 Q4	$11.3M	Sell	323,965 -45,425	-12%	-$1.57M	0.02%	337
2025 Q3	$14.3M	Buy	369,390 +121,587	+49%	+$4.31M	0.06%	242
2025 Q2	$7.58M	Buy	247,803 +180,028	+266%	+$4.56M	0.05%	346
2025 Q1	$1.72M	Buy	+67,775	New	+$2.05M	0.02%	684
2023 Q2	–	Sell	-67,765	Closed	-$1.31M	–	969
2023 Q1	$1.31M	Sell	67,765 -75,899	-53%	-$1.61M	0.02%	535
2022 Q4	$3.02M	Buy	+143,664	New	+$2.2M	0.05%	396
2022 Q3	–	Sell	-18,750	Closed	-$632K	–	1244
2022 Q2	$632K	Buy	+18,750	New	+$582K	0.01%	860
2022 Q1	–	Sell	-29,450	Closed	-$1.37M	–	1261
2021 Q4	$1.37M	Buy	29,450 +2,407	+9%	+$133K	0.01%	605
2021 Q3	$1.54M	Buy	+27,043	New	+$1.67M	0.02%	514
2021 Q2	–	Sell	-34,362	Closed	-$2.78M	–	1204
2021 Q1	$2.78M	Buy	+34,362	New	+$3.43M	0.07%	265

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

LMR Partners's GDS Position: Q1 2026 in Review

LMR Partners reduced its GDS Holdings (GDS) stake by 63% in Q1 2026, selling an estimated $8.82M and leaving 118,365 shares worth $4.77M. The position accounts for 0.01% of the portfolio, ranked #653.

LMR Partners first reported a position in GDS in Q1 2021 and has held it in 11 quarters since. The position peaked at $14.3M in Q3 2025. 205 funds tracked by Wall St. Rank hold GDS as of Q1 2026.

LMR Partners held 118,365 shares of GDS Holdings worth $4.77M as of Q1 2026.
LMR Partners sold 205,600 GDS Holdings shares in Q1 2026, an estimated $8.82M.
GDS Holdings made up 0.01% of LMR Partners's portfolio in Q1 2026, its #653 holding.
LMR Partners first reported a position in GDS Holdings in Q1 2021 and has held it in 11 quarters since.
LMR Partners's GDS Holdings position peaked at $14.3M in Q3 2025.
205 funds tracked by Wall St. Rank held GDS Holdings as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.