Selkirk Management’s GDS Holdings GDS Stock Holding History

Selkirk 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	–	Sell	-287,000	Closed	-$11.6M	–	15
2026 Q1	$11.6M	Hold	287,000	–	–	3.93%	7
2025 Q4	$10M	Hold	287,000	–	–	2.65%	8
2025 Q3	$11.1M	Hold	287,000	–	–	3.04%	8
2025 Q2	$8.77M	Hold	287,000	–	–	2.59%	10
2025 Q1	$7.27M	Hold	287,000	–	–	2.79%	10
2024 Q4	$6.82M	Buy	287,000 +129,900	+83%	+$2.74M	2.45%	12
2024 Q3	$3.2M	Hold	157,100	–	–	1.31%	14
2024 Q2	$1.46M	Hold	157,100	–	–	0.68%	16
2024 Q1	$1.04M	Hold	157,100	–	–	0.54%	15
2023 Q4	$1.43M	Hold	157,100	–	–	0.97%	14
2023 Q3	$1.72M	Hold	157,100	–	–	1.28%	14
2023 Q2	$1.73M	Buy	157,100 +46,000	+41%	+$611K	1.35%	14
2023 Q1	$2.07M	Hold	111,100	–	–	2.44%	11
2022 Q4	$2.29M	Buy	111,100 +100	+0.1%	+$1.53K	3.11%	11
2022 Q3	$1.96M	Hold	111,000	–	–	2.33%	11
2022 Q2	$3.71M	Sell	111,000 -35,500	-24%	-$1.1M	4.35%	9
2022 Q1	$5.75M	Hold	146,500	–	–	3.63%	12
2021 Q4	$6.91M	Sell	146,500 -99,000	-40%	-$5.46M	3.69%	12
2021 Q3	$13.9M	Buy	245,500 +43,000	+21%	+$2.65M	5.66%	7
2021 Q2	$15.9M	Sell	202,500 -3,000	-1%	-$233K	5.78%	6
2021 Q1	$16.7M	Buy	205,500 +72,500	+55%	+$7.23M	4.96%	7
2020 Q4	$12.5M	Buy	133,000 +16,000	+14%	+$1.42M	4.03%	8
2020 Q3	$9.57M	Buy	117,000 +34,000	+41%	+$2.72M	3.04%	12
2020 Q2	$6.61M	Buy	+83,000	New	+$5.14M	2.84%	17

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

Selkirk Management's GDS Position: Q2 2026 in Review

Selkirk Management sold out of GDS Holdings (GDS) in Q2 2026, closing a stake of 287,000 shares — an estimated $11.6M sold.

Selkirk Management first reported a position in GDS in Q2 2020 and held it in 24 quarters. The position peaked at $16.7M in Q1 2021. 198 funds tracked by Wall St. Rank hold GDS as of Q2 2026.

Selkirk Management reported no remaining GDS Holdings position as of Q2 2026 after selling out during the quarter.
Selkirk Management sold 287,000 GDS Holdings shares in Q2 2026, an estimated $11.6M.
Selkirk Management first reported a position in GDS Holdings in Q2 2020 and held it in 24 quarters.
Selkirk Management's GDS Holdings position peaked at $16.7M in Q1 2021.
198 funds tracked by Wall St. Rank held GDS Holdings as of Q2 2026.

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