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 Q2	$6.05M	Buy	201,365 +83,000	+70%	+$3.2M	0.02%	581
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 $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

LMR Partners's GDS Position: Q2 2026 in Review

LMR Partners increased its GDS Holdings (GDS) stake by 70% in Q2 2026, buying an estimated $3.2M and bringing the position to 201,365 shares worth $6.05M. The position accounts for 0.02% of the portfolio, ranked #581.

LMR Partners first reported a position in GDS in Q1 2021 and has held it in 12 quarters since. The position peaked at $14.3M in Q3 2025. 197 funds tracked by Wall St. Rank hold GDS as of Q2 2026.

LMR Partners held 201,365 shares of GDS Holdings worth $6.05M as of Q2 2026.
LMR Partners bought 83,000 GDS Holdings shares in Q2 2026, an estimated $3.2M.
GDS Holdings made up 0.02% of LMR Partners's portfolio in Q2 2026, its #581 holding.
LMR Partners first reported a position in GDS Holdings in Q1 2021 and has held it in 12 quarters since.
LMR Partners's GDS Holdings position peaked at $14.3M in Q3 2025.
197 funds tracked by Wall St. Rank held GDS Holdings as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.