Question 1

Does Light Street Capital Management own GDS stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Light Street Capital Management holds 71,790 shares of GDS (GDS Holdings), worth $2.2M.

Question 2

How many shares of GDS does Light Street Capital Management own?

Accepted Answer

As of its Q2 2026 13F, Light Street Capital Management holds 71,790 shares of GDS (GDS Holdings).

Question 3

What is Light Street Capital Management's GDS position worth?

Accepted Answer

As of its Q2 2026 13F, Light Street Capital Management's GDS position is worth $2.2M.

Question 4

Is Light Street Capital Management buying or selling GDS?

Accepted Answer

In Q2 2026, Light Street Capital Management increased its GDS position by 148 shares (+0.2%).

Question 5

When did Light Street Capital Management first buy GDS?

Accepted Answer

Light Street Capital Management already held GDS in its Q3 2019 13F, the earliest on record, and has listed it in 11 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	71,790	+0.2%	$2.2M	0.2%	$30.03	32
2026-Q1	Increased	71,642	+9.8%	$2.9M	0.5%	$40.29	42
2025-Q4	Decreased	65,272	-73.3%	$2.3M	0.4%	$34.90	0
2025-Q3	Decreased	244,557	-65.8%	$9.5M	1.6%	$38.70	0
2025-Q2	New	714,582	—	$21.8M	4.5%	$30.57	80
2025-Q1	Exited	0	-100.0%	$0	0.0%	$25.33	0
2024-Q4	New	785,156	—	$18.7M	3.4%	$23.76	79