Philippe Laffont’s GDS Holdings GDS Stock Holding History

Philippe Laffont’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
2023 Q3	–	Sell	-140,044	Closed	-$1.54M	–	93
2023 Q2	$1.54M	Buy	+140,044	New	+$1.86M	0.01%	90
2023 Q1	–	Sell	-93,764	Closed	-$1.93M	–	83
2022 Q4	$1.93M	Buy	+93,764	New	+$1.43M	0.02%	69
2022 Q3	–	Sell	-439,039	Closed	-$14.7M	–	88
2022 Q2	$14.7M	Buy	439,039 +236,927	+117%	+$7.36M	0.18%	60
2022 Q1	$7.93M	Buy	+202,112	New	+$8.25M	0.06%	53
2019 Q4	–	Sell	-192,205	Closed	-$7.7M	–	412
2019 Q3	$7.7M	Buy	+192,205	New	+$7.75M	0.07%	68

Other funds holding GDS

STT

Singapore Technologies Telemedia Singapore $396M AUM 59.06% 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

1WCM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return

TCM

Tekne Capital Management New York $237M AUM 62.98% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Philippe Laffont's GDS Position: Q3 2023 in Review

Philippe Laffont sold out of GDS Holdings (GDS) in Q3 2023, closing a stake of 140,044 shares — an estimated $1.54M sold.

Philippe Laffont first reported a position in GDS in Q3 2019 and held it in 5 quarters. The position peaked at $14.7M in Q2 2022. 101 funds tracked by Wall St. Rank hold GDS as of Q3 2023.

Philippe Laffont reported no remaining GDS Holdings position as of Q3 2023 after selling out during the quarter.
Philippe Laffont sold 140,044 GDS Holdings shares in Q3 2023, an estimated $1.54M.
Philippe Laffont first reported a position in GDS Holdings in Q3 2019 and held it in 5 quarters.
Philippe Laffont's GDS Holdings position peaked at $14.7M in Q2 2022.
101 funds tracked by Wall St. Rank held GDS Holdings as of Q3 2023.

Based on Coatue Management's 13F filing for Q3 2023, filed 14 Nov 2023.