12 West Capital Management LP

Position in GDS — GDS Holdings Ltd

CIK 1540531 NEW YORK, NY

Back to GDS Full portfolio

Position in GDS

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$103,810,247

-$45,693,535 QoQ

Shares Held

2,576,576

-39.9% QoQ

Ownership

1.32%

of shares outstanding

% of Portfolio

17.52%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 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)

Position in Information Technology Services

Technology · as of Mar 31, 2026

12 West Capital Management LP holds $103,810,247 across 1 Information Technology Services name. GDS ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	GDS	GDS Holdings Ltd This page	2,576,576	$103,810,247

All Filings in GDS

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$103,810,247	2,576,576	-39.9%	Shares	Sole	2026-05-15
2025-12-31	$149,503,782	4,283,776	-5.3%	Shares	Sole	2026-02-17
2025-09-30	$175,000,471	4,521,976	-7.0%	Shares	Sole	2025-11-14
2025-06-30	$148,707,031	4,864,476	0.0%	Shares	Sole	2025-08-14
2025-03-31	$123,217,177	4,864,476	-13.3%	Shares	Sole	2025-05-15
2024-12-31	$133,273,095	5,609,137	-1.3%	Shares	Sole	2025-02-13
2024-09-30	$115,953,069	5,683,974	+23.2%	Shares	Sole	2024-11-13
2024-06-30	$42,863,818	4,613,974	0.0%	Shares	Sole	2024-08-14
2024-03-31	$30,682,927	4,613,974	-8.8%	Shares	Sole	2024-05-07
2023-12-31	$46,125,248	5,057,593	-0.2%	Shares	Sole	2024-02-14
2023-09-30	$55,513,970	5,069,769	-0.3%	Shares	Sole	2023-11-14
2023-06-30	$55,892,985	5,085,804	-18.3%	Shares	Sole	2023-08-14
2023-03-31	$116,099,795	6,221,854	-7.7%	Shares	Sole	2023-05-15
2022-12-31	$139,010,946	6,741,559	-5.3%	Shares	Sole	2023-02-14
2022-09-30	$125,701,831	7,117,884	-3.0%	Shares	Sole	2022-11-14
2022-06-30	$244,959,424	7,336,311	-0.1%	Shares	Sole	2022-08-15
2022-03-31	$288,094,607	7,339,990	-7.2%	Shares	Sole	2022-05-16
2021-12-31	$373,062,858	7,910,578	-3.4%	Shares	Sole	2022-02-14
2021-09-30	$463,507,961	8,187,740	-14.3%	Shares	Sole	2021-11-15
2021-06-30	$749,908,765	9,554,195	-2.2%	Shares	Sole	2021-08-16
2021-03-31	$791,776,707	9,764,172	-2.2%	Shares	Sole	2021-05-17
2020-12-31	$935,310,124	9,988,361	0.0%	Shares	Sole	2021-02-16
2020-09-30	$817,347,580	9,988,361	0.0%	Shares	Sole	2020-11-16
2020-06-30	$795,672,837	9,988,361	-8.7%	Shares	Sole	2020-08-14
2020-03-31	$634,300,725	10,941,879	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.