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GDS: insider buying, 13F holders, analyst moves
GDS Hldgs Ltd
A summary of public filings about GDS Hldgs Ltd. For the latest insider history, price chart, analyst changes and activist filings, open the live lookup.
SEC Form 13F · Q2 2026
5 of our 100 managers hold GDS
Combined reported value $515.4M; 1 sold out since Q1 2026.
Holders among our 100 managers: 0 in Q3 2023, 5 in Q2 2026.
| Manager | Value | % of portfolio | Change vs Q1 2026 |
|---|---|---|---|
| Sachem Head Capital | $260.8M | 5.41% | Unchanged |
| Baupost Group | $113.2M | 2.09% | Added |
| TOMS Capital Investment | $81.7M | 4.32% | New |
| Slate Path Capital | $45.1M | 0.62% | New |
| Rubric Capital | $14.6M | 0.13% | New |
Important information
Facts from public SEC filings, shown for information only. Not a recommendation. Not individualized investment advice. Gulfstream Capital and its clients may hold positions in securities shown.