Portolan Capital Management’s GDS Holdings GDS Stock Holding History

Portolan Capital 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 Q2	$274K	Sell	9,120 -6,161	-40%	-$238K	0.01%	147
2026 Q1	$616K	Sell	15,281 -78	-0.5%	-$3.35K	0.03%	140
2025 Q4	$536K	Buy	15,359 +1,295	+9%	+$44.8K	0.03%	148
2025 Q3	$544K	Buy	+14,064	New	+$499K	0.03%	117
2024 Q4	–	Sell	-1,302,533	Closed	-$26.6M	–	142
2024 Q3	$26.6M	Buy	+1,302,533	New	+$18.4M	1.93%	12
2024 Q2	–	Sell	-1,663,662	Closed	-$11.1M	–	124
2024 Q1	$11.1M	Buy	+1,663,662	New	+$11.3M	0.84%	46

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 Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

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 New York $66.6B AUM 7.35% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Portolan Capital Management's GDS Position: Q2 2026 in Review

Portolan Capital Management reduced its GDS Holdings (GDS) stake by 40% in Q2 2026, selling an estimated $238K and leaving 9,120 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #147.

Portolan Capital Management first reported a position in GDS in Q1 2024 and has held it in 6 quarters since. The position peaked at $26.6M in Q3 2024. 198 funds tracked by Wall St. Rank hold GDS as of Q2 2026.

Portolan Capital Management held 9,120 shares of GDS Holdings worth $274K as of Q2 2026.
Portolan Capital Management sold 6,161 GDS Holdings shares in Q2 2026, an estimated $238K.
GDS Holdings made up 0.01% of Portolan Capital Management's portfolio in Q2 2026, its #147 holding.
Portolan Capital Management first reported a position in GDS Holdings in Q1 2024 and has held it in 6 quarters since.
Portolan Capital Management's GDS Holdings position peaked at $26.6M in Q3 2024.
198 funds tracked by Wall St. Rank held GDS Holdings as of Q2 2026.

Based on Portolan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.