Position in GDS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$22,179,040
+$12,753,632 QoQ
Shares Held
550,485
+103.8% QoQ
Ownership
0.282%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in GDS Over Time
Shares Held
Position Value (USD)
Derivatives in GDS
reported options exposure · as of Sep 30, 2025CallValue
$1,161,000
CallShares
30,000
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 Mar 31, 2026Balyasny Asset Management L.P. holds $323,475,091 across 31 Information Technology Services names. GDS ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VNET |
VNET Group, Inc.
|
6,791,611 | $56,981,616 | |
| 2 | JKHY |
Jack Henry & Associates Inc
|
322,342 | $50,942,929 | |
| 3 | CTSH |
Cognizant Technology Solutions Corp
|
766,681 | $47,035,879 | |
| 4 | CACI |
Caci International Inc /De/
|
57,409 | $31,223,032 | |
| 5 | GDS |
GDS Holdings Ltd
This page
|
550,485 | $22,179,040 | |
| 6 | DXC |
DXC Technology Co
|
1,367,206 | $17,185,779 | |
| 7 | INFY |
Infosys Ltd
|
1,081,011 | $14,604,458 | |
| 8 | CDW |
CDW Corp
|
116,776 | $14,132,231 |
All Filings in GDS
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,179,040 | 550,485 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,425,408 | 270,069 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,161,000 | 30,000 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $11,263,635 | 291,050 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,969,475 | 424,255 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,894,433 | 430,100 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $1,359,884 | 66,661 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,252,633 | 350,122 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,739,081 | 411,892 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,428,424 | 595,222 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,932,063 | 541,741 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,571,750 | 325,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,292,056 | 444,376 | Shares | Sole | 2023-05-15 | |
| 2022-06-30 | $947,641 | 28,381 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $603,625 | 15,379 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $25,059,209 | 442,664 | Shares | Sole | 2021-12-01 | |
| 2021-06-30 | $21,795,103 | 277,680 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $13,733,321 | 169,359 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $6,113,273 | 74,707 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $998,777 | 12,538 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||