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 Q3	–	Sell	-80,000	Closed	-$2.45M	–	6173
2025 Q2	$2.45M	Buy	+80,000	New	+$2.03M	﹤0.01%	3702
2025 Q1	–	Sell	-13,500	Closed	-$321K	–	6043
2024 Q4	$321K	Hold	13,500	–	–	﹤0.01%	5038
2024 Q3	$275K	Buy	+13,500	New	+$191K	﹤0.01%	5255
2020 Q1	–	Sell	-7,800	Closed	-$402K	–	4075
2019 Q4	$402K	Buy	+7,800	New	+$350K	﹤0.01%	3505

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.