Tairen Capital’s GDS Holdings GDS Stock Holding History

Tairen 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
2025 Q4	–	Sell	-241,156	Closed	-$9.33M	–	70
2025 Q3	$9.33M	Buy	+241,156	New	+$8.55M	1.01%	37

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

1WCM

12 West Capital Management New York $592M AUM 40.75% 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

Triata Capital Hong Kong $552M AUM 2.89% 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

Tairen Capital's GDS Position: Q4 2025 in Review

Tairen Capital sold out of GDS Holdings (GDS) in Q4 2025, closing a stake of 241,156 shares — an estimated $9.33M sold.

Tairen Capital first reported a position in GDS in Q3 2025 and held it in 1 quarter. The position peaked at $9.33M in Q3 2025. 179 funds tracked by Wall St. Rank hold GDS as of Q4 2025.

Tairen Capital reported no remaining GDS Holdings position as of Q4 2025 after selling out during the quarter.
Tairen Capital sold 241,156 GDS Holdings shares in Q4 2025, an estimated $9.33M.
Tairen Capital first reported a position in GDS Holdings in Q3 2025 and held it in 1 quarter.
Tairen Capital's GDS Holdings position peaked at $9.33M in Q3 2025.
179 funds tracked by Wall St. Rank held GDS Holdings as of Q4 2025.

Based on Tairen Capital's 13F filing for Q4 2025, filed 17 Feb 2026.