Position in GDS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,768,925
-$6,537,453 QoQ
Shares Held
118,365
-63.5% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
11 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 Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$7,925,043
PutShares
196,700
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, 2026LMR Partners LLP holds $15,447,306 across 9 Information Technology Services names. GDS ranks #1 (30.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GDS |
GDS Holdings Ltd
This page
|
118,365 | $4,768,925 | |
| 2 | INFY |
Infosys Ltd
|
250,000 | $3,377,500 | |
| 3 | CIFR |
Cipher Digital Inc.
|
199,405 | $2,566,342 | |
| 4 | CTSH |
Cognizant Technology Solutions Corp
|
32,606 | $2,000,378 | |
| 5 | VNET |
VNET Group, Inc.
|
110,000 | $922,900 | |
| 6 | BBAI |
BigBear.ai Holdings, Inc.
|
185,174 | $651,812 | |
| 7 | WYFI |
WhiteFiber, Inc.
|
49,000 | $583,590 | |
| 8 | CDW |
CDW Corp
|
4,248 | $514,092 |
All Filings in GDS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,768,925 | 118,365 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $7,925,043 | 196,700 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $6,864,830 | 196,700 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $11,306,378 | 323,965 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,612,290 | 196,700 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $14,295,392 | 369,390 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $6,013,119 | 196,700 | Put | Sole | 2025-08-14 | |
| 2025-06-30 | $7,575,337 | 247,803 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,716,740 | 67,775 | Shares | Other | 2025-05-15 | |
| 2023-03-31 | $1,264,494 | 67,765 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,962,351 | 143,664 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $626,062 | 18,750 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $1,388,862 | 29,450 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,530,904 | 27,043 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $2,786,414 | 34,362 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||