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 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 $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 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 New York $33.1B AUM 11.16% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

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

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

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

Polymer Capital Management (HK)'s GDS Position: Q1 2026 in Review

Polymer Capital Management (HK) increased its GDS Holdings (GDS) stake by 892% in Q1 2026, buying an estimated $2.94M and bringing the position to 76,211 shares worth $3.07M. The position accounts for 0.27% of the portfolio, ranked #56.

Polymer Capital Management (HK) first reported a position in GDS in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.51M in Q2 2025. 205 funds tracked by Wall St. Rank hold GDS as of Q1 2026.

Polymer Capital Management (HK) held 76,211 shares of GDS Holdings worth $3.07M as of Q1 2026.
Polymer Capital Management (HK) bought 68,527 GDS Holdings shares in Q1 2026, an estimated $2.94M.
GDS Holdings made up 0.27% of Polymer Capital Management (HK)'s portfolio in Q1 2026, its #56 holding.
Polymer Capital Management (HK) first reported a position in GDS Holdings in Q3 2024 and has held it in 7 quarters since.
Polymer Capital Management (HK)'s GDS Holdings position peaked at $4.51M in Q2 2025.
205 funds tracked by Wall St. Rank held GDS Holdings as of Q1 2026.

Based on Polymer Capital Management (HK)'s 13F filing for Q1 2026, filed 14 May 2026.