Steven Cohen’s GDS Holdings GDS Stock Holding History

Steven Cohen’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	-69,700	Closed	-$2.81M	–	4223
2026 Q1	$2.81M	Buy	69,700 +43,600	+167%	+$1.87M	﹤0.01%	2092
2025 Q4	$911K	Buy	+26,100	New	+$902K	﹤0.01%	2917
2018 Q4	–	Sell	-87,500	Closed	-$3.07M	–	1047
2018 Q3	$3.07M	Buy	+87,500	New	+$3.15M	0.01%	688

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

Steven Cohen's GDS Position: Q2 2026 in Review

Steven Cohen increased its GDS Holdings (GDS) stake by 40% in Q2 2026, buying an estimated $23.8M and bringing the position to 2,169,763 shares worth $65.2M. The position accounts for 0.07% of the portfolio, ranked #336.

Steven Cohen first reported a position in GDS in Q1 2018 and has held it in 28 quarters since. 197 funds tracked by Wall St. Rank hold GDS as of Q2 2026.

Steven Cohen held 2,169,763 shares of GDS Holdings worth $65.2M as of Q2 2026.
Steven Cohen bought 616,711 GDS Holdings shares in Q2 2026, an estimated $23.8M.
GDS Holdings made up 0.07% of Steven Cohen's portfolio in Q2 2026, its #336 holding.
Steven Cohen first reported a position in GDS Holdings in Q1 2018 and has held it in 28 quarters since.
197 funds tracked by Wall St. Rank held GDS Holdings as of Q2 2026.

Based on Point72 Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.