Sachem Head Capital Management’s GDS Holdings GDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210M | Buy |
6,879,485
+2,664,485
| +63% | +$81.5M | 6.57% | 5 |
|
|
2025
Q1 | $107M | Buy |
+4,215,000
| New | +$107M | 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% | +$35.6M | 3.02% | 12 |
|
|
2024
Q2 | $10M | Buy |
+1,080,000
| New | +$10M | 0.5% | 15 |
|
|
2019
Q4 | – | Sell |
-1,400,000
| Closed | -$56.1M | – | 13 |
|
|
2019
Q3 | $56.1M | Buy |
+1,400,000
| New | +$56.1M | 4.39% | 9 |
|