Question 1

How many shares of GDS does FARALLON CAPITAL MANAGEMENT, L.L.C. own?

Accepted Answer

FARALLON CAPITAL MANAGEMENT, L.L.C. previously held 0 shares of GDS (GDS Holdings Ltd. Sponsored ADR Class A) before exiting the position in 2026-Q2.

Question 2

What is FARALLON CAPITAL MANAGEMENT, L.L.C.'s GDS position worth?

Accepted Answer

FARALLON CAPITAL MANAGEMENT, L.L.C.'s GDS position was last reported at $0 in 2026-Q2 before the exit.

Question 3

Is FARALLON CAPITAL MANAGEMENT, L.L.C. buying or selling GDS?

Accepted Answer

In 2026-Q2, FARALLON CAPITAL MANAGEMENT, L.L.C. exited their GDS position entirely (-100.0% change in shares).

Question 4

When did FARALLON CAPITAL MANAGEMENT, L.L.C. first buy GDS?

Accepted Answer

Based on available 13F filings, FARALLON CAPITAL MANAGEMENT, L.L.C. first reported a position in GDS in 2024-Q3. They have held the position across 7 quarters.

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%	$37.99	39
2025-Q1	Exited	0	-100.0%	$0	0.0%	$25.23	0
2024-Q4	Unchanged	1.5M	0.0%	$36.4M	0.2%	$23.52	0
2024-Q3	Increased	1.5M	+24.9%	$31.2M	0.1%	$20.83	42