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Triata Capital’s GDS Holdings GDS Stock Holding History

Triata 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
Q1 		$43.8M Sell
1,087,902
-1,886,396
-63% -$80.9M 7.94% 4
2025
Q4 		$104M Buy
2,974,298
+566,345
+24% +$19.6M 12.58% 3
2025
Q3 		$93.2M Buy
2,407,953
+630,339
+35% +$22.3M 10.88% 3
2025
Q2 		$54.3M Buy
1,777,614
+1,481,595
+501% +$37.6M 10.61% 3
2025
Q1 		$7.5M Sell
296,019
-1,449,421
-83% -$43.9M 1.7% 10
2024
Q4 		$41.5M Buy
+1,745,440
New +$36.9M 17.18% 3

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
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
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Barclays
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
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Triata Capital's GDS Position: Q1 2026 in Review

Triata Capital reduced its GDS Holdings (GDS) stake by 63% in Q1 2026, selling an estimated $80.9M and leaving 1,087,902 shares worth $43.8M. The position accounts for 7.94% of the portfolio, ranked #4.

Triata Capital first reported a position in GDS in Q4 2024 and has held it in 6 quarters since. The position peaked at $104M in Q4 2025. 205 funds tracked by Wall St. Rank hold GDS as of Q1 2026.

  • Triata Capital held 1,087,902 shares of GDS Holdings worth $43.8M as of Q1 2026.
  • Triata Capital sold 1,886,396 GDS Holdings shares in Q1 2026, an estimated $80.9M.
  • GDS Holdings made up 7.94% of Triata Capital's portfolio in Q1 2026, its #4 holding.
  • Triata Capital first reported a position in GDS Holdings in Q4 2024 and has held it in 6 quarters since.
  • Triata Capital's GDS Holdings position peaked at $104M in Q4 2025.
  • 205 funds tracked by Wall St. Rank held GDS Holdings as of Q1 2026.

Based on Triata Capital's 13F filing for Q1 2026, filed 14 May 2026.