SEC 13F Intelligence

Baupost Group LLC/Ma / GDS

Baupost Group LLC/Ma’s Gds Hldgs Ltd Position

Does Baupost Group LLC/Ma own Gds Hldgs Ltd (GDS)? Yes — 3.04M shares worth $122,676 (+2.40% of its 13F portfolio) as of Q1 2026.

Position Value
$122,676
Q1 2026
Shares
3.04M
% of Portfolio
+2.40%
Quarters Held
9
currently held

Position History GDS

Reported value by quarter
Q1 ’24: $17,290Q1 ’24Q2 ’24: $39,482Q3 ’24: $86,699Q3 ’24Q4 ’24: $100,979Q1 ’25: $107,651Q1 ’25Q2 ’25: $99,351Q3 ’25: $125,773Q3 ’25Q4 ’25: $106,264Q1 ’26: $122,676Q1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.04M$122,676+2.40%
Q4 20253.04M$106,264+2.01%
Q3 20253.25M$125,773+2.63%
Q2 20253.25M$99,351+2.41%
Q1 20254.25M$107,651+3.08%
Q4 20244.25M$100,979+2.94%
Q3 20244.25M$86,699+2.47%
Q2 20244.25M$39,482+1.09%
Q1 20242.60M$17,290+0.47%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Baupost Group LLC/Ma’s full portfolio or all institutional holders of GDS.