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Slate Path Capital’s GDS Holdings GDS Stock Holding History

Slate Path Capital’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 		$45.1M Buy
+1,501,100
New +$57.9M 0.62% 29

Other funds holding GDS

STT
Singapore Technologies Telemedia Singapore $295M AUM 1.77% 1-Year Est. Return
TCM
Tekne Capital Management New York $306M AUM 117.51% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TC
Triata Capital Hong Kong $588M AUM 8.92% 1-Year Est. Return
DC
Dendur Capital New York $1.9B AUM 46.69% 1-Year Est. Return

Slate Path Capital's GDS Position: Q2 2026 in Review

Slate Path Capital opened a new position in GDS Holdings (GDS) in Q2 2026: 1,501,100 shares worth $45.1M. The stake represents 0.62% of the portfolio and ranks #29 among its holdings.

150 funds tracked by Wall St. Rank hold GDS as of Q2 2026.

  • Slate Path Capital held 1,501,100 shares of GDS Holdings worth $45.1M as of Q2 2026.
  • GDS Holdings was a new Slate Path Capital position in Q2 2026.
  • GDS Holdings made up 0.62% of Slate Path Capital's portfolio in Q2 2026, its #29 holding.
  • 150 funds tracked by Wall St. Rank held GDS Holdings as of Q2 2026.

Based on Slate Path Capital's 13F filing for Q2 2026, filed 14 Aug 2026.