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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 Jun 30, 2026 · filed Aug 14, 2026
Position Value
$260,810,550
-$89,108,100 QoQ
Shares Held
8,685,000
0.0% QoQ
Ownership
4.33%
of shares outstanding
% of Portfolio
5.48%
of 13F equity value
Holder Rank
#2
of 197 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in GDS Over Time

Shares Held

Position Value (USD)

Position in Information Technology Services

Technology · as of Jun 30, 2026

Sachem Head Capital Management LP holds $260,810,550 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 $260,810,550

All Filings in GDS

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8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $260,810,550 8,685,000
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