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Waterfront Capital Partners’s GDS Holdings GDS Stock Holding History

Waterfront Capital Partners’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
-225,812
Closed -$8.74M – 10
2025
Q3 		$8.74M Sell
225,812
-132,409
-37% -$4.69M 5.72% 9
2025
Q2 		$11M Buy
358,221
+283,221
+378% +$7.18M 2.68% 21
2025
Q1 		$1.9M Sell
75,000
-895,199
-92% -$27.1M 0.33% 34
2024
Q4 		$23.1M Buy
970,199
+737,125
+316% +$15.6M 4.23% 11
2024
Q3 		$4.75M Buy
+233,074
New +$3.29M 0.65% 29
2022
Q2 		– Sell
-68,446
Closed -$2.69M – 46
2022
Q1 		$2.69M Buy
+68,446
New +$2.79M 0.17% 48
2021
Q3 		– Sell
-458,678
Closed -$36M – 54
2021
Q2 		$36M Sell
458,678
-46,881
-9% -$3.64M 2.71% 16
2021
Q1 		$41M Buy
505,559
+63,277
+14% +$6.31M 3.71% 7
2020
Q4 		$41.4M Buy
442,282
+203,716
+85% +$18.1M 4.06% 10
2020
Q3 		$19.5M Buy
238,566
+48,990
+26% +$3.92M 3.14% 10
2020
Q2 		$15.1M Sell
189,576
-328,293
-63% -$20.3M 2.49% 17
2020
Q1 		$30M Sell
517,869
-53,237
-9% -$2.97M 3.68% 5
2019
Q4 		$29.5M Buy
571,106
+108,923
+24% +$4.88M 4.48% 4
2019
Q3 		$18.5M Sell
462,183
-154,616
-25% -$6.23M 2.86% 12
2019
Q2 		$23.2M Sell
616,799
-61,323
-9% -$2.23M 3.81% 7
2019
Q1 		$24.2M Buy
678,122
+261,536
+63% +$7.92M 3.52% 8
2018
Q4 		$9.62M Buy
416,586
+321,946
+340% +$8.39M 1.64% 25
2018
Q3 		$3.33M Buy
+94,640
New +$3.4M 0.45% 48

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
1WCM
12 West Capital Management New York $592M AUM 40.75% 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
TC
Triata Capital Hong Kong $552M AUM 2.89% 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

Waterfront Capital Partners's GDS Position: Q4 2025 in Review

Waterfront Capital Partners sold out of GDS Holdings (GDS) in Q4 2025, closing a stake of 225,812 shares — an estimated $8.74M sold.

Waterfront Capital Partners first reported a position in GDS in Q3 2018 and held it in 18 quarters. The position peaked at $41.4M in Q4 2020. 179 funds tracked by Wall St. Rank hold GDS as of Q4 2025.

  • Waterfront Capital Partners reported no remaining GDS Holdings position as of Q4 2025 after selling out during the quarter.
  • Waterfront Capital Partners sold 225,812 GDS Holdings shares in Q4 2025, an estimated $8.74M.
  • Waterfront Capital Partners first reported a position in GDS Holdings in Q3 2018 and held it in 18 quarters.
  • Waterfront Capital Partners's GDS Holdings position peaked at $41.4M in Q4 2020.
  • 179 funds tracked by Wall St. Rank held GDS Holdings as of Q4 2025.

Based on Waterfront Capital Partners's 13F filing for Q4 2025.