Morgan Stanley
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Morgan Stanley’s GDS Holdings GDS Stock Holding History

Morgan Stanley’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 		$64.2M Buy
1,593,952
+445,458
+39% +$19.1M ﹤0.01% 1850
2025
Q4 		$40.1M Sell
1,148,494
-2,561
-0.2% -$88.5K ﹤0.01% 2304
2025
Q3 		$44.5M Sell
1,151,055
-1,579,338
-58% -$56M ﹤0.01% 2100
2025
Q2 		$83.5M Buy
2,730,393
+95,936
+4% +$2.43M 0.01% 1470
2025
Q1 		$66.7M Buy
2,634,457
+1,025,951
+64% +$31.1M ﹤0.01% 1557
2024
Q4 		$38.2M Sell
1,608,506
-775,735
-33% -$16.4M ﹤0.01% 2082
2024
Q3 		$48.6M Buy
2,384,241
+826,482
+53% +$11.7M ﹤0.01% 1838
2024
Q2 		$14.5M Buy
1,557,759
+1,017,165
+188% +$8.22M ﹤0.01% 3010
2024
Q1 		$3.59M Sell
540,594
-853,420
-61% -$5.78M ﹤0.01% 4180
2023
Q4 		$12.7M Buy
1,394,014
+672,616
+93% +$6.8M ﹤0.01% 3725
2023
Q3 		$7.9M Buy
721,398
+43,317
+6% +$496K ﹤0.01% 3338
2023
Q2 		$7.45M Sell
678,081
-35,393
-5% -$470K ﹤0.01% 3448
2023
Q1 		$13.3M Sell
713,474
-215,091
-23% -$4.56M ﹤0.01% 2872
2022
Q4 		$19.1M Sell
928,565
-27,251
-3% -$417K ﹤0.01% 2386
2022
Q3 		$16.9M Sell
955,816
-289,738
-23% -$7.6M ﹤0.01% 2389
2022
Q2 		$41.6M Sell
1,245,554
-674,133
-35% -$20.9M 0.01% 1530
2022
Q1 		$75.3M Buy
1,919,687
+1,033,187
+117% +$42.2M 0.01% 1046
2021
Q4 		$41.8M Sell
886,500
-970,051
-52% -$53.5M 0.01% 1479
2021
Q3 		$105M Sell
1,856,551
-411,244
-18% -$25.3M 0.01% 818
2021
Q2 		$178M Buy
2,267,795
+818,394
+56% +$63.5M 0.02% 581
2021
Q1 		$118M Buy
1,449,401
+830,448
+134% +$82.8M 0.02% 686
2020
Q4 		$58M Buy
618,953
+327,878
+113% +$29.1M 0.01% 987
2020
Q3 		$23.8M Buy
291,075
+231,151
+386% +$18.5M ﹤0.01% 1350
2020
Q2 		$4.77M Sell
59,924
-396,147
-87% -$24.5M ﹤0.01% 2722
2020
Q1 		$26.4M Buy
456,071
+89,165
+24% +$4.97M 0.01% 1096
2019
Q4 		$18.9M Buy
366,906
+252,063
+219% +$11.3M ﹤0.01% 1709
2019
Q3 		$4.6M Buy
114,843
+60,991
+113% +$2.46M ﹤0.01% 2954
2019
Q2 		$2.02M Sell
53,852
-4,314
-7% -$157K ﹤0.01% 3757
2019
Q1 		$2.08M Buy
58,166
+40,639
+232% +$1.23M ﹤0.01% 3549
2018
Q4 		$405K Buy
17,527
+11,395
+186% +$297K ﹤0.01% 4923
2018
Q3 		$216K Sell
6,132
-105,215
-94% -$3.78M ﹤0.01% 5424
2018
Q2 		$4.46M Buy
111,347
+48,913
+78% +$1.68M ﹤0.01% 3269
2018
Q1 		$1.71M Buy
62,434
+24,631
+65% +$646K ﹤0.01% 4140
2017
Q4 		$852K Buy
37,803
+9,056
+32% +$160K ﹤0.01% 4656
2017
Q3 		$324K Buy
28,747
+28,035
+3,938% +$273K ﹤0.01% 5123
2017
Q2 		$7K Buy
+712
New +$5.76K ﹤0.01% 6298
2017
Q1 		– Sell
-7,366
Closed -$64K – 6585
2016
Q4 		$64K Buy
+7,366
New +$70.1K ﹤0.01% 5686

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
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
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Barclays
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
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley's GDS Position: Q1 2026 in Review

Morgan Stanley increased its GDS Holdings (GDS) stake by 39% in Q1 2026, buying an estimated $19.1M and bringing the position to 1,593,952 shares worth $64.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1850.

Morgan Stanley first reported a position in GDS in Q4 2016 and has held it in 37 quarters since. The position peaked at $178M in Q2 2021. 205 funds tracked by Wall St. Rank hold GDS as of Q1 2026.

  • Morgan Stanley held 1,593,952 shares of GDS Holdings worth $64.2M as of Q1 2026.
  • Morgan Stanley bought 445,458 GDS Holdings shares in Q1 2026, an estimated $19.1M.
  • GDS Holdings made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #1850 holding.
  • Morgan Stanley first reported a position in GDS Holdings in Q4 2016 and has held it in 37 quarters since.
  • Morgan Stanley's GDS Holdings position peaked at $178M in Q2 2021.
  • 205 funds tracked by Wall St. Rank held GDS Holdings as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.