Old Well Partners’s GDS Holdings GDS Stock Holding History

Old Well Partners’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
2021 Q4	–	Sell	-123,900	Closed	-$7.01M	–	46
2021 Q3	$7.01M	Buy	123,900 +2,900	+2%	+$179K	3.62%	12
2021 Q2	$9.5M	Sell	121,000 -39,000	-24%	-$3.02M	4.31%	11
2021 Q1	$13M	Buy	160,000 +48,400	+43%	+$4.82M	6.4%	5
2020 Q4	$10.4M	Hold	111,600	–	–	5.38%	8
2020 Q3	$9.13M	Buy	111,600 +58,900	+112%	+$4.72M	8.53%	4
2020 Q2	$4.2M	Buy	+52,700	New	+$3.26M	3.33%	11

Other funds holding GDS

STT

Singapore Technologies Telemedia Singapore $396M AUM 59.06% 1-Year Est. Return

1WCM

12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Cederberg Capital London, United Kingdom $186M AUM 21.27% 1-Year Est. Return

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Old Well Partners's GDS Position: Q4 2021 in Review

Old Well Partners sold out of GDS Holdings (GDS) in Q4 2021, closing a stake of 123,900 shares — an estimated $7.01M sold.

Old Well Partners first reported a position in GDS in Q2 2020 and held it in 6 quarters. The position peaked at $13M in Q1 2021. 227 funds tracked by Wall St. Rank hold GDS as of Q4 2021.

Old Well Partners reported no remaining GDS Holdings position as of Q4 2021 after selling out during the quarter.
Old Well Partners sold 123,900 GDS Holdings shares in Q4 2021, an estimated $7.01M.
Old Well Partners first reported a position in GDS Holdings in Q2 2020 and held it in 6 quarters.
Old Well Partners's GDS Holdings position peaked at $13M in Q1 2021.
227 funds tracked by Wall St. Rank held GDS Holdings as of Q4 2021.

Based on Old Well Partners's 13F filing for Q4 2021, filed 14 Feb 2022.