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Philosophy Capital Management LLC

Position in GDS — GDS Holdings Ltd

CIK 1869199 Alamo, CA

Position in GDS

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$30,590,299
+$7,114,848 QoQ
Shares Held
1,018,658
+74.8% QoQ
Ownership
0.508%
of shares outstanding
% of Portfolio
2.94%
of 13F equity value
Holder Rank
#26
of 197 holders
Holding Since
Dec 2025
3 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

Philosophy Capital Management LLC holds $30,590,299 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
1,018,658 $30,590,299

All Filings in GDS

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3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $30,590,299 1,018,658
2026-03-31 $23,475,451 582,662
2025-12-31 $19,897,886 570,140