Scott Ferguson’s GDS Holdings GDS Stock Holding History

Scott Ferguson’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	$261M	Hold	8,685,000	–	–	5.41%	10
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 $295M AUM 1.77% 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

TCIM

TOMS Capital Investment Management New York $4.67B AUM 83.55% 1-Year Est. Return

Scott Ferguson's GDS Position: Q2 2026 in Review

Scott Ferguson held its GDS Holdings (GDS) position steady in Q2 2026 at 8,685,000 shares worth $261M. The position accounts for 5.41% of the portfolio, ranked #10.

Scott Ferguson first reported a position in GDS in Q3 2019 and has held it in 9 quarters since. The position peaked at $350M in Q1 2026. 197 funds tracked by Wall St. Rank hold GDS as of Q2 2026.

Scott Ferguson held 8,685,000 shares of GDS Holdings worth $261M as of Q2 2026.
Scott Ferguson left its GDS Holdings share count unchanged in Q2 2026.
GDS Holdings made up 5.41% of Scott Ferguson's portfolio in Q2 2026, its #10 holding.
Scott Ferguson first reported a position in GDS Holdings in Q3 2019 and has held it in 9 quarters since.
Scott Ferguson's GDS Holdings position peaked at $350M in Q1 2026.
197 funds tracked by Wall St. Rank held GDS Holdings as of Q2 2026.

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