MY.Alpha Management HK Advisors’s GDS Holdings GDS Stock Holding History

MY.Alpha Management HK Advisors’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	$25.4M	Sell	845,582 -7,600	-0.9%	-$293K	9.78%	5
2026 Q1	$34.4M	Buy	853,182 +399,011	+88%	+$17.1M	13.98%	3
2025 Q4	$15.9M	Sell	454,171 -72,532	-14%	-$2.51M	8.5%	7
2025 Q3	$20.4M	Buy	526,703 +59,803	+13%	+$2.12M	13.2%	4
2025 Q2	$14.3M	Buy	+466,900	New	+$11.8M	10.59%	4
2025 Q1	–	Sell	-285,300	Closed	-$6.78M	–	19
2024 Q4	$6.78M	Buy	+285,300	New	+$6.02M	2.98%	13
2022 Q4	–	Sell	-260,901	Closed	-$4.61M	–	16
2022 Q3	$4.61M	Sell	260,901 -752,477	-74%	-$19.8M	1.34%	15
2022 Q2	$33.8M	Sell	1,013,378 -291,198	-22%	-$9.04M	8.91%	5
2022 Q1	$51.2M	Sell	1,304,576 -203,114	-13%	-$8.29M	20.12%	1
2021 Q4	$71.1M	Buy	+1,507,690	New	+$83.1M	20.29%	1

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

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 New York $66.6B AUM 7.35% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MY.Alpha Management HK Advisors's GDS Position: Q2 2026 in Review

MY.Alpha Management HK Advisors reduced its GDS Holdings (GDS) stake by 0.89% in Q2 2026, selling an estimated $293K and leaving 845,582 shares worth $25.4M. The position accounts for 9.78% of the portfolio, ranked #5.

MY.Alpha Management HK Advisors first reported a position in GDS in Q4 2021 and has held it in 10 quarters since. The position peaked at $71.1M in Q4 2021. 198 funds tracked by Wall St. Rank hold GDS as of Q2 2026.

MY.Alpha Management HK Advisors held 845,582 shares of GDS Holdings worth $25.4M as of Q2 2026.
MY.Alpha Management HK Advisors sold 7,600 GDS Holdings shares in Q2 2026, an estimated $293K.
GDS Holdings made up 9.78% of MY.Alpha Management HK Advisors's portfolio in Q2 2026, its #5 holding.
MY.Alpha Management HK Advisors first reported a position in GDS Holdings in Q4 2021 and has held it in 10 quarters since.
MY.Alpha Management HK Advisors's GDS Holdings position peaked at $71.1M in Q4 2021.
198 funds tracked by Wall St. Rank held GDS Holdings as of Q2 2026.

Based on MY.Alpha Management HK Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.