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Sachem Head Capital Management LP

Position in GDS — GDS Holdings Ltd

CIK 1582090 NEW YORK, NY

Position in GDS

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$349,918,650
+$25,348,650 QoQ
Shares Held
8,685,000
-6.6% QoQ
Ownership
4.46%
of shares outstanding
% of Portfolio
8.51%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2024
7 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

Sachem Head Capital Management LP holds $349,918,650 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
8,685,000 $349,918,650

All Filings in GDS

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7 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $349,918,650 8,685,000
2025-12-31 $324,570,000 9,300,000
2025-09-30 $248,260,500 6,415,000
2025-06-30 $210,305,856 6,879,485
2025-03-31 $106,765,950 4,215,000
2024-09-30 $57,630,000 2,825,000
2024-06-30 $10,033,200 1,080,000