Position in GDS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$48,778,388
-$30,384,128 QoQ
Shares Held
1,624,322
-17.3% QoQ
Ownership
0.811%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#19
of 197 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GDS Over Time
Shares Held
Position Value (USD)
Derivatives in GDS
reported options exposure · as of Dec 31, 2024CallValue
$3,856,248
CallShares
162,300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Information Technology Services
Technology · as of Jun 30, 2026D. E. Shaw & Co., Inc. holds $1,576,495,227 across 47 Information Technology Services names. GDS ranks #12 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CIFR |
Cipher Digital Inc.
|
14,507,309 | $355,429,070 | |
| 2 | APLD |
Applied Digital Corp.
|
3,033,821 | $113,161,523 | |
| 3 | IT |
Gartner Inc
|
804,821 | $104,320,898 | |
| 4 | KD |
Kyndryl Holdings, Inc.
|
8,862,810 | $100,238,381 | |
| 5 | INGM |
Ingram Micro Holding Corp
|
3,640,415 | $99,856,582 | |
| 6 | IBM |
International Business Machines Corp
|
338,010 | $95,051,791 | |
| 7 | EXLS |
ExlService Holdings, Inc.
|
3,255,149 | $84,178,152 | |
| 8 | CACI |
Caci International Inc /De/
|
157,665 | $73,039,887 |
All Filings in GDS
Export CSV
48 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,778,388 | 1,624,322 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $79,162,516 | 1,964,818 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $231,580 | 5,984 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $561,723 | 18,375 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $19,879,262 | 784,811 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,856,248 | 162,300 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $37,465,338 | 1,576,824 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,310,920 | 162,300 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $19,728,758 | 967,096 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,507,767 | 162,300 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $232,250 | 25,000 | Put | Defined | 2024-08-14 | |
| 2024-03-31 | $166,250 | 25,000 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $1,079,295 | 162,300 | Call | Defined | 2024-05-15 | |
| 2023-12-31 | $228,912 | 25,100 | Put | Defined | 2024-02-14 | |
| 2023-09-30 | $960,315 | 87,700 | Put | Defined | 2023-11-14 | |
| 2023-06-30 | $1,923,250 | 175,000 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $3,539,879 | 322,100 | Call | Defined | 2023-08-14 | |
| 2023-03-31 | $2,440,578 | 130,792 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $1,726,050 | 92,500 | Call | Defined | 2023-05-15 | |
| 2023-03-31 | $7,464,000 | 400,000 | Put | Defined | 2023-05-15 | |
| 2022-12-31 | $1,031,000 | 50,000 | Call | Defined | 2023-02-14 | |
| 2022-12-31 | $986,893 | 47,861 | Shares | Defined | 2023-02-14 | |
| 2022-12-31 | $1,031,000 | 50,000 | Put | Defined | 2023-02-14 | |
| 2022-09-30 | $1,354,698 | 76,710 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,717,466 | 201,182 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $690,800 | 17,600 | Call | Defined | 2022-05-16 | |
| 2021-12-31 | $4,668,840 | 99,000 | Call | Defined | 2022-02-14 | |
| 2021-12-31 | $886,608 | 18,800 | Put | Defined | 2022-02-14 | |
| 2021-09-30 | $4,608,054 | 81,400 | Call | Defined | 2021-11-15 | |
| 2021-09-30 | $10,404,918 | 183,800 | Put | Defined | 2021-11-15 | |
| 2021-09-30 | $6,468,371 | 114,262 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,205,569 | 28,100 | Call | Defined | 2021-08-16 | |
| 2021-06-30 | $9,615,025 | 122,500 | Put | Defined | 2021-08-16 | |
| 2021-06-30 | $16,135,974 | 205,580 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $3,851,775 | 47,500 | Put | Defined | 2021-05-17 | |
| 2021-03-31 | $2,748,951 | 33,900 | Call | Defined | 2021-05-17 | |
| 2021-03-31 | $63,568,397 | 783,924 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $936,400 | 10,000 | Call | Defined | 2021-02-16 | |
| 2020-12-31 | $77,385,313 | 826,413 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $4,091,500 | 50,000 | Put | Defined | 2020-11-16 | |
| 2020-09-30 | $92,234,439 | 1,127,147 | Shares | Defined | 2020-11-16 | |
| 2020-09-30 | $5,605,355 | 68,500 | Call | Defined | 2020-11-16 | |
| 2020-06-30 | $105,068,114 | 1,318,957 | Shares | Defined | 2020-08-14 | |
| 2020-06-30 | $2,397,766 | 30,100 | Put | Defined | 2020-08-14 | |
| 2020-06-30 | $5,456,710 | 68,500 | Call | Defined | 2020-08-14 | |
| 2020-03-31 | $85,458,735 | 1,474,189 | Shares | Defined | 2020-05-15 | |
| 2020-03-31 | $7,176,686 | 123,800 | Call | Defined | 2020-05-15 | |
| 2020-03-31 | $1,744,897 | 30,100 | Put | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||