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Sachem Head Capital Management’s GDS Holdings GDS Stock Holding History

Sachem Head 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 		$350M Sell
8,685,000
-615,000
-7% -$26.4M 8.43% 3
2025
Q4 		$325M Buy
9,300,000
+2,885,000
+45% +$99.8M 7.61% 4
2025
Q3 		$248M Sell
6,415,000
-464,485
-7% -$16.5M 7.01% 4
2025
Q2 		$210M Buy
6,879,485
+2,664,485
+63% +$67.5M 6.57% 5
2025
Q1 		$107M Buy
+4,215,000
New +$128M 4.28% 13
2024
Q4 		– Sell
-2,825,000
Closed -$57.6M – 16
2024
Q3 		$57.6M Buy
2,825,000
+1,745,000
+162% +$24.7M 3.02% 12
2024
Q2 		$10M Buy
+1,080,000
New +$8.73M 0.5% 15
2019
Q4 		– Sell
-1,400,000
Closed -$56.1M – 13
2019
Q3 		$56.1M Buy
+1,400,000
New +$56.4M 4.39% 9

Other funds holding GDS

STT
Singapore Technologies Telemedia Singapore $396M AUM 59.06% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return