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Position history for BABaupost Group LLC's holdings in GDS Holdings Limited

Yes. Baupost Group holds 3,769,818 shares of GDS (GDS Holdings), worth $113.2M, as of its Q2 2026 13F filing. It increased the position by 725,000 shares (+23.8%) from Q1 2026. Baupost Group has held GDS since Q1 2024, across 10 quarterly 13F filings. GDS is 2.1% of Baupost Group's reported 13F portfolio.

Current Value

$113.2M

Current Shares

3.8M

Total Value Change

+$26.5M

Total Shares Change

-480,134

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3.8M
+23.8%
$113.2M2.1%$30.03
64
2026-Q1
Unchanged
3M
0.0%
$122.7M2.4%$40.29
0
2025-Q4
Decreased
3M
-6.3%
$106.3M2.0%$34.90
0
2025-Q3
Unchanged
3.2M
0.0%
$125.8M2.6%$38.70
0
2025-Q2
Decreased
3.2M
-23.5%
$99.4M2.4%$30.57
0
2025-Q1
Unchanged
4.2M
0.0%
$107.7M3.1%$25.33
0
2024-Q4
Unchanged
4.2M
0.0%
$101M2.9%$23.76
0
2024-Q3
Unchanged
4.2M
0.0%
$86.7M2.5%$20.40
0

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