Millennium Management’s GDS Holdings GDS Stock Holding History

Millennium Management’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
2025 Q4	–	Sell	-50,000	Closed	-$1.94M	–	6162
2025 Q3	$1.94M	Buy	+50,000	New	+$1.77M	﹤0.01%	4088
2020 Q2	–	Sell	-4,000	Closed	-$232K	–	4305
2020 Q1	$232K	Sell	4,000 -1,600	-29%	-$89.2K	﹤0.01%	3308
2019 Q4	$289K	Buy	+5,600	New	+$251K	﹤0.01%	3682

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

Millennium Management's GDS Position: Q1 2026 in Review

Millennium Management increased its GDS Holdings (GDS) stake by 32% in Q1 2026, buying an estimated $8.66M and bringing the position to 827,037 shares worth $33.3M. The position accounts for 0.01% of the portfolio, ranked #1139.

Millennium Management first reported a position in GDS in Q4 2016 and has held it in 33 quarters since. 205 funds tracked by Wall St. Rank hold GDS as of Q1 2026.

Millennium Management held 827,037 shares of GDS Holdings worth $33.3M as of Q1 2026.
Millennium Management bought 202,030 GDS Holdings shares in Q1 2026, an estimated $8.66M.
GDS Holdings made up 0.01% of Millennium Management's portfolio in Q1 2026, its #1139 holding.
Millennium Management first reported a position in GDS Holdings in Q4 2016 and has held it in 33 quarters since.
205 funds tracked by Wall St. Rank held GDS Holdings as of Q1 2026.

Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.