Position in GDS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$127,478,340
-$57,744,701 QoQ
Shares Held
4,245,033
-7.7% QoQ
Ownership
2.12%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#6
of 197 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in GDS Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026BAMCO INC /NY/ holds $1,189,829,477 across 7 Information Technology Services names. GDS ranks #2 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IT |
Gartner Inc
|
7,601,009 | $985,242,786 | |
| 2 | GDS |
GDS Holdings Ltd
This page
|
4,245,033 | $127,478,340 | |
| 3 | CDW |
CDW Corp
|
172,116 | $24,206,394 | |
| 4 | PONY |
Pony AI Inc.
|
2,720,081 | $18,904,562 | |
| 5 | GDYN |
Grid Dynamics Holdings, Inc.
|
3,000,000 | $17,040,000 | |
| 6 | EFOR |
Everforth Inc
|
910,800 | $16,275,996 | |
| 7 | JKHY |
Jack Henry & Associates Inc
|
4,947 | $681,399 |
All Filings in GDS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $127,478,340 | 4,245,033 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $185,223,041 | 4,597,246 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $132,091,195 | 3,784,848 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $164,810,296 | 4,258,664 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $96,414,967 | 3,153,908 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $77,697,368 | 3,067,405 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $158,555,849 | 6,673,226 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $123,227,322 | 6,040,555 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $24,553,126 | 2,642,963 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,895,862 | 435,468 | Shares | Defined | 2024-05-15 | |
| 2023-03-31 | $1,506,645 | 80,742 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $22,279,476 | 1,080,479 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $21,481,323 | 1,216,383 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $41,051,068 | 1,229,442 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $84,741,652 | 2,159,023 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $98,519,928 | 2,089,057 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $133,290,849 | 2,354,546 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $367,722,667 | 4,684,962 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $396,948,362 | 4,895,158 | Shares | Defined | 2021-05-19 | |
| 2020-12-31 | $416,856,157 | 4,451,689 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $358,097,081 | 4,376,110 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $320,832,402 | 4,027,522 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $234,575,373 | 4,046,496 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||