Point72 Asset Management
GDS icon

Point72 Asset Management’s GDS Holdings GDS Stock Holding History

Point72 Asset 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
2026
Q1 		$62.6M Buy
1,553,052
+349,173
+29% +$15M 0.08% 296
2025
Q4 		$42M Buy
1,203,879
+1,045,229
+659% +$36.1M 0.05% 480
2025
Q3 		$6.14M Buy
+158,650
New +$5.62M 0.01% 986
2025
Q2 		– Sell
-494,976
Closed -$12.5M – 2349
2025
Q1 		$12.5M Buy
494,976
+394,422
+392% +$12M 0.03% 604
2024
Q4 		$2.39M Sell
100,554
-52,546
-34% -$1.11M 0.01% 1182
2024
Q3 		$3.12M Buy
153,100
+65,076
+74% +$920K 0.01% 1027
2024
Q2 		$818K Sell
88,024
-45,476
-34% -$368K ﹤0.01% 1322
2024
Q1 		$888K Sell
133,500
-52,700
-28% -$357K ﹤0.01% 1486
2023
Q4 		$1.7M Buy
186,200
+120,087
+182% +$1.21M ﹤0.01% 1260
2023
Q3 		$724K Sell
66,113
-268,687
-80% -$3.08M ﹤0.01% 1424
2023
Q2 		$3.68M Buy
334,800
+327,700
+4,615% +$4.36M 0.01% 908
2023
Q1 		$132K Buy
+7,100
New +$150K ﹤0.01% 1579
2022
Q3 		– Sell
-23,500
Closed -$785K – 1507
2022
Q2 		$785K Buy
23,500
+15,000
+176% +$466K ﹤0.01% 1125
2022
Q1 		$334K Buy
+8,500
New +$347K ﹤0.01% 1043
2021
Q2 		– Sell
-18,400
Closed -$1.49M – 1044
2021
Q1 		$1.49M Buy
18,400
+14,000
+318% +$1.4M 0.01% 765
2020
Q4 		$412K Sell
4,400
-27,145
-86% -$2.41M ﹤0.01% 849
2020
Q3 		$2.58M Sell
31,545
-86,454
-73% -$6.92M 0.01% 669
2020
Q2 		$9.4M Buy
117,999
+56,753
+93% +$3.51M 0.06% 355
2020
Q1 		$3.55M Sell
61,246
-242,516
-80% -$13.5M 0.03% 428
2019
Q4 		$15.7M Buy
303,762
+35,912
+13% +$1.61M 0.08% 302
2019
Q3 		$10.7M Sell
267,850
-133,239
-33% -$5.37M 0.07% 348
2019
Q2 		$15.1M Buy
401,089
+11,375
+3% +$414K 0.08% 313
2019
Q1 		$13.9M Buy
389,714
+319,714
+457% +$9.68M 0.06% 333
2018
Q4 		$1.62M Sell
70,000
-909,008
-93% -$23.7M 0.01% 747
2018
Q3 		$34.4M Buy
979,008
+220,543
+29% +$7.93M 0.14% 196
2018
Q2 		$30.4M Buy
758,465
+360,010
+90% +$12.4M 0.12% 213
2018
Q1 		$10.9M Buy
+398,455
New +$10.5M 0.05% 407

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

Point72 Asset Management's GDS Position: Q1 2026 in Review

Point72 Asset Management increased its GDS Holdings (GDS) stake by 29% in Q1 2026, buying an estimated $15M and bringing the position to 1,553,052 shares worth $62.6M. The position accounts for 0.08% of the portfolio, ranked #296.

Point72 Asset Management first reported a position in GDS in Q1 2018 and has held it in 27 quarters since. 205 funds tracked by Wall St. Rank hold GDS as of Q1 2026.

  • Point72 Asset Management held 1,553,052 shares of GDS Holdings worth $62.6M as of Q1 2026.
  • Point72 Asset Management bought 349,173 GDS Holdings shares in Q1 2026, an estimated $15M.
  • GDS Holdings made up 0.08% of Point72 Asset Management's portfolio in Q1 2026, its #296 holding.
  • Point72 Asset Management first reported a position in GDS Holdings in Q1 2018 and has held it in 27 quarters since.
  • 205 funds tracked by Wall St. Rank held GDS Holdings as of Q1 2026.

Based on Point72 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.