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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
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 $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

Portolan Capital Management's GDS Position: Q1 2026 in Review

Portolan Capital Management reduced its GDS Holdings (GDS) stake by 0.51% in Q1 2026, selling an estimated $3.35K and leaving 15,281 shares worth $616K. The position accounts for 0.03% of the portfolio, ranked #140.

Portolan Capital Management first reported a position in GDS in Q1 2024 and has held it in 5 quarters since. The position peaked at $26.6M in Q3 2024. 205 funds tracked by Wall St. Rank hold GDS as of Q1 2026.

  • Portolan Capital Management held 15,281 shares of GDS Holdings worth $616K as of Q1 2026.
  • Portolan Capital Management sold 78 GDS Holdings shares in Q1 2026, an estimated $3.35K.
  • GDS Holdings made up 0.03% of Portolan Capital Management's portfolio in Q1 2026, its #140 holding.
  • Portolan Capital Management first reported a position in GDS Holdings in Q1 2024 and has held it in 5 quarters since.
  • Portolan Capital Management's GDS Holdings position peaked at $26.6M in Q3 2024.
  • 205 funds tracked by Wall St. Rank held GDS Holdings as of Q1 2026.

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