Question 1

Does Farallon Capital Management own GDS stock?

Accepted Answer

No. Farallon Capital Management exited its GDS (GDS Holdings) position in Q2 2026. Its Q1 2026 13F listed 292,000 shares worth $11.8M.

Question 2

How many shares of GDS does Farallon Capital Management own?

Accepted Answer

None since Q2 2026, when Farallon Capital Management exited the position. Its Q1 2026 13F listed 292,000 shares worth $11.8M.

Question 3

What is Farallon Capital Management's GDS position worth?

Accepted Answer

Farallon Capital Management's GDS position was worth $11.8M in its Q1 2026 13F, before the exit in Q2 2026.

Question 4

Is Farallon Capital Management buying or selling GDS?

Accepted Answer

In Q2 2026, Farallon Capital Management exited its entire GDS position.

Question 5

When did Farallon Capital Management first buy GDS?

Accepted Answer

Farallon Capital Management first reported GDS in its Q1 2024 13F and listed it in 5 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Exited	0	-100.0%	$0	0.0%	$30.03	0
2026-Q1	New	292,000	—	$11.8M	0.1%	$40.29	39
2025-Q1	Exited	0	-100.0%	$0	0.0%	$25.33	0
2024-Q4	Unchanged	1.5M	0.0%	$36.4M	0.2%	$23.76	0
2024-Q3	Increased	1.5M	+24.9%	$31.2M	0.1%	$20.40	42