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Polymer Capital Management (HK)’s GDS Holdings GDS Stock Holding History

Polymer Capital Management (HK)’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 		– Sell
-76,211
Closed -$3.07M – 161
2026
Q1 		$3.07M Buy
76,211
+68,527
+892% +$2.94M 0.27% 56
2025
Q4 		$268K Sell
7,684
-4,316
-36% -$149K 0.04% 115
2025
Q3 		$464K Sell
12,000
-135,552
-92% -$4.81M 0.06% 139
2025
Q2 		$4.51M Buy
147,552
+117,552
+392% +$2.98M 0.68% 44
2025
Q1 		$760K Sell
30,000
-45,276
-60% -$1.37M 0.13% 100
2024
Q4 		$1.79M Sell
75,276
-102,077
-58% -$2.16M 0.31% 88
2024
Q3 		$3.62M Buy
+177,353
New +$2.51M 0.84% 39

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
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Barclays
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
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Polymer Capital Management (HK)'s GDS Position: Q2 2026 in Review

Polymer Capital Management (HK) sold out of GDS Holdings (GDS) in Q2 2026, closing a stake of 76,211 shares — an estimated $3.07M sold.

Polymer Capital Management (HK) first reported a position in GDS in Q3 2024 and held it in 7 quarters. The position peaked at $4.51M in Q2 2025. 198 funds tracked by Wall St. Rank hold GDS as of Q2 2026.

  • Polymer Capital Management (HK) reported no remaining GDS Holdings position as of Q2 2026 after selling out during the quarter.
  • Polymer Capital Management (HK) sold 76,211 GDS Holdings shares in Q2 2026, an estimated $3.07M.
  • Polymer Capital Management (HK) first reported a position in GDS Holdings in Q3 2024 and held it in 7 quarters.
  • Polymer Capital Management (HK)'s GDS Holdings position peaked at $4.51M in Q2 2025.
  • 198 funds tracked by Wall St. Rank held GDS Holdings as of Q2 2026.

Based on Polymer Capital Management (HK)'s 13F filing for Q2 2026, filed 13 Aug 2026.