LP
GDS icon

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 		$5.91M Hold
196,700
– – 0.02% 586
2026
Q1 		$7.93M Hold
196,700
– – 0.02% 497
2025
Q4 		$6.86M Hold
196,700
– – 0.01% 497
2025
Q3 		$7.61M Hold
196,700
– – 0.03% 407
2025
Q2 		$6.01M Buy
+196,700
New +$4.99M 0.04% 395

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
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Barclays
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
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
Goldman Sachs
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.