Question 1

How many shares of GDS does LIGHT STREET CAPITAL MANAGEMENT, LLC own?

Accepted Answer

As of 2026-Q2, LIGHT STREET CAPITAL MANAGEMENT, LLC holds 71,790 shares of GDS (GDS Holdings Ltd).

Question 2

What is LIGHT STREET CAPITAL MANAGEMENT, LLC's GDS position worth?

Accepted Answer

As of 2026-Q2, LIGHT STREET CAPITAL MANAGEMENT, LLC's GDS position is worth $2.2M.

Question 3

Is LIGHT STREET CAPITAL MANAGEMENT, LLC buying or selling GDS?

Accepted Answer

In 2026-Q2, LIGHT STREET CAPITAL MANAGEMENT, LLC increased their GDS position (+0.2% change in shares).

Question 4

When did LIGHT STREET CAPITAL MANAGEMENT, LLC first buy GDS?

Accepted Answer

Based on available 13F filings, LIGHT STREET CAPITAL MANAGEMENT, LLC first reported a position in GDS in 2024-Q4. They have held the position across 13 quarters.

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

GDSShowing 7 of 13 quarters

GDS
Showing 7 of 13 quarters