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 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 $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 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 New York $33.1B AUM 11.16% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

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

Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Selkirk Management's GDS Position: Q1 2026 in Review

Selkirk Management held its GDS Holdings (GDS) position steady in Q1 2026 at 287,000 shares worth $11.6M. The position accounts for 3.93% of the portfolio, ranked #7.

Selkirk Management first reported a position in GDS in Q2 2020 and has held it in 24 quarters since. The position peaked at $16.7M in Q1 2021. 205 funds tracked by Wall St. Rank hold GDS as of Q1 2026.

Selkirk Management held 287,000 shares of GDS Holdings worth $11.6M as of Q1 2026.
Selkirk Management left its GDS Holdings share count unchanged in Q1 2026.
GDS Holdings made up 3.93% of Selkirk Management's portfolio in Q1 2026, its #7 holding.
Selkirk Management first reported a position in GDS Holdings in Q2 2020 and has held it in 24 quarters since.
Selkirk Management's GDS Holdings position peaked at $16.7M in Q1 2021.
205 funds tracked by Wall St. Rank held GDS Holdings as of Q1 2026.

Based on Selkirk Management's 13F filing for Q1 2026, filed 14 May 2026.