Question 1

How many shares of GDS does BAUPOST GROUP LLC/MA own?

Accepted Answer

As of 2026-Q2, BAUPOST GROUP LLC/MA holds 3.8M shares of GDS (GDS HLDGS LTD).

Question 2

What is BAUPOST GROUP LLC/MA's GDS position worth?

Accepted Answer

As of 2026-Q2, BAUPOST GROUP LLC/MA's GDS position is worth $113,208.

Question 3

Is BAUPOST GROUP LLC/MA buying or selling GDS?

Accepted Answer

In 2026-Q2, BAUPOST GROUP LLC/MA increased their GDS position (+23.8% change in shares).

Question 4

When did BAUPOST GROUP LLC/MA first buy GDS?

Accepted Answer

Based on available 13F filings, BAUPOST GROUP LLC/MA first reported a position in GDS in 2024-Q3. They have held the position across 10 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	3.8M	+23.8%	$113,208	2.1%	$30.03	47
2026-Q1	Unchanged	3M	0.0%	$122,676	2.4%	$37.99	0
2025-Q4	Decreased	3M	-6.3%	$106.3M	2.0%	$34.60	0
2025-Q3	Unchanged	3.2M	0.0%	$125.8M	2.6%	$39.97	0
2025-Q2	Decreased	3.2M	-23.5%	$99.4M	2.4%	$30.17	0
2025-Q1	Unchanged	4.2M	0.0%	$107.7M	3.1%	$25.23	0
2024-Q4	Unchanged	4.2M	0.0%	$101M	2.9%	$23.52	0
2024-Q3	Unchanged	4.2M	0.0%	$86.7M	2.5%	$20.83	0