Macquarie Group’s GDS Holdings GDS Stock Holding History

Macquarie Group’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	–	Sell	-755	Closed	-$26.4K	–	842
2025 Q4	$26.4K	Hold	755	–	–	﹤0.01%	820
2025 Q3	$29.2K	Hold	755	–	–	﹤0.01%	1542
2025 Q2	$23.1K	Hold	755	–	–	﹤0.01%	1610
2025 Q1	$19.1K	Sell	755 -24,878	-97%	-$754K	﹤0.01%	1591
2024 Q4	$609K	Hold	25,633	–	–	﹤0.01%	1429
2024 Q3	$523K	Hold	25,633	–	–	﹤0.01%	1472
2024 Q2	$238K	Hold	25,633	–	–	﹤0.01%	1541
2024 Q1	$170K	Hold	25,633	–	–	﹤0.01%	1526
2023 Q4	$234K	Buy	25,633 +19,663	+329%	+$199K	﹤0.01%	1538
2023 Q3	$65.4K	Hold	5,970	–	–	﹤0.01%	1580
2023 Q2	$65.6K	Hold	5,970	–	–	﹤0.01%	1605
2023 Q1	$111K	Hold	5,970	–	–	﹤0.01%	1602
2022 Q4	$123K	Hold	5,970	–	–	﹤0.01%	1634
2022 Q3	$105K	Sell	5,970 -544	-8%	-$14.3K	﹤0.01%	1752
2022 Q2	$218K	Hold	6,514	–	–	﹤0.01%	1699
2022 Q1	$256K	Hold	6,514	–	–	﹤0.01%	1767
2021 Q4	$307K	Hold	6,514	–	–	﹤0.01%	1698
2021 Q3	$369K	Sell	6,514 -1,553	-19%	-$95.7K	﹤0.01%	1715
2021 Q2	$633K	Sell	8,067 -1,304	-14%	-$101K	﹤0.01%	1666
2021 Q1	$760K	Sell	9,371 -4,644	-33%	-$463K	﹤0.01%	1457
2020 Q4	$1.31M	Sell	14,015 -20,219	-59%	-$1.8M	﹤0.01%	1233
2020 Q3	$2.8M	Buy	34,234 +296	+0.9%	+$23.7K	﹤0.01%	951
2020 Q2	$2.7M	Buy	33,938 +5,554	+20%	+$344K	﹤0.01%	928
2020 Q1	$1.65M	Buy	28,384 +23,684	+504%	+$1.32M	﹤0.01%	969
2019 Q4	$242K	Hold	4,700	–	–	﹤0.01%	1549
2019 Q3	$188K	Hold	4,700	–	–	﹤0.01%	1596
2019 Q2	$177K	Hold	4,700	–	–	﹤0.01%	1614
2019 Q1	$168K	Hold	4,700	–	–	﹤0.01%	1477
2018 Q4	$109K	Hold	4,700	–	–	﹤0.01%	1488
2018 Q3	$165K	Hold	4,700	–	–	﹤0.01%	1503
2018 Q2	$188K	Buy	+4,700	New	+$161K	﹤0.01%	1678

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

1WCM

12 West Capital Management New York $535M AUM 25.99% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Macquarie Group's GDS Position: Q1 2026 in Review

Macquarie Group sold out of GDS Holdings (GDS) in Q1 2026, closing a stake of 755 shares — an estimated $26.4K sold.

Macquarie Group first reported a position in GDS in Q2 2018 and held it in 31 quarters. The position peaked at $2.8M in Q3 2020. 206 funds tracked by Wall St. Rank hold GDS as of Q1 2026.

Macquarie Group reported no remaining GDS Holdings position as of Q1 2026 after selling out during the quarter.
Macquarie Group sold 755 GDS Holdings shares in Q1 2026, an estimated $26.4K.
Macquarie Group first reported a position in GDS Holdings in Q2 2018 and held it in 31 quarters.
Macquarie Group's GDS Holdings position peaked at $2.8M in Q3 2020.
206 funds tracked by Wall St. Rank held GDS Holdings as of Q1 2026.

Based on Macquarie Group's 13F filing for Q1 2026, filed 15 May 2026.