Form 13F security
GDS Hldgs Ltd
Class Sponsored ADS
As filed on Form 13F — long US-listed positions only. No shorts, cash, bonds, or non-13F assets appear here.
Filed up to 45 days after quarter end; holdings may have changed since.
Tracked managers holding it
Share and principal positions
| Manager | Quarter | Value | % of portfolio | SH/PRN qty | Put/call |
|---|---|---|---|---|---|
| Sachem Head Capital Management LP | 2026-06-30 | $261M | 5.4% | SH 8,685,000 | — |
| BAUPOST GROUP LLC/MA — Seth Klarman | 2026-06-30 | $113M | 2.1% | SH 3,769,818 | — |
| Point72 Asset Management, L.P. | 2026-06-30 | $65M | <0.1% | SH 2,169,763 | — |
| Oasis Management Co Ltd. | 2026-06-30 | $17M | 0.9% | SH 578,689 | — |
Total $457M across 4 of 69 managers.
Sums are across tracked reports, not unique economic ownership.
Filed rows (4) — as filed
| Manager | Class | Put/call | Value | % of portfolio | SH/PRN qty | Source |
|---|---|---|---|---|---|---|
| Sachem Head Capital Management LP | Sponsored ADS | — | $261M | 5.4% | SH 8,685,000 | 0000902664-26-003505 |
| BAUPOST GROUP LLC/MA | SPONSORED ADS | — | $113M | 2.1% | SH 3,769,818 | 0001061768-26-000010 |
| Point72 Asset Management, L.P. | SPONSORED ADS | — | $65M | <0.1% | SH 2,169,763 | 0000919574-26-005520 |
| Oasis Management Co Ltd. | SPONSORED ADS | — | $17M | 0.9% | SH 578,689 | 0001317904-26-000005 |
Quarter-to-quarter notes
Reported change, not a confirmed trade: this compares quarter-end reports filed up to 45 days later, and the position may since have changed. Amendments, corporate actions, and changes in reporting scope can also move these rows. Value change compares period-end reported values; for continuing rows it includes market price movement.
No longer reported by Point72 Asset Management, L.P..
Changes appear only where the prior quarter's validated report exists.