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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
Q2 		$51.2M Buy
1,705,220
+617,318
+57% +$23.8M 8.7% 4
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 $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
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Barclays
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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Triata Capital's GDS Position: Q2 2026 in Review

Triata Capital increased its GDS Holdings (GDS) stake by 57% in Q2 2026, buying an estimated $23.8M and bringing the position to 1,705,220 shares worth $51.2M. The position accounts for 8.7% of the portfolio, ranked #4.

Triata Capital first reported a position in GDS in Q4 2024 and has held it in 7 quarters since. The position peaked at $104M in Q4 2025. 198 funds tracked by Wall St. Rank hold GDS as of Q2 2026.

  • Triata Capital held 1,705,220 shares of GDS Holdings worth $51.2M as of Q2 2026.
  • Triata Capital bought 617,318 GDS Holdings shares in Q2 2026, an estimated $23.8M.
  • GDS Holdings made up 8.7% of Triata Capital's portfolio in Q2 2026, its #4 holding.
  • Triata Capital first reported a position in GDS Holdings in Q4 2024 and has held it in 7 quarters since.
  • Triata Capital's GDS Holdings position peaked at $104M in Q4 2025.
  • 198 funds tracked by Wall St. Rank held GDS Holdings as of Q2 2026.

Based on Triata Capital's 13F filing for Q2 2026, filed 13 Aug 2026.