SEC 13F Intelligence

12 West Capital Management LP / GDS

12 West Capital Management LP’s Gds Hldgs Ltd Position

Does 12 West Capital Management LP own Gds Hldgs Ltd (GDS)? Yes — 2.58M shares worth $104M (+17.52% of its 13F portfolio) as of Q1 2026, down from 4.28M shares the prior filed quarter.

Position Value
$104M
Q1 2026
Shares
2.58M
% of Portfolio
+17.52%
Quarters Held
30
currently held

Position History GDS

Reported value by quarter
Q4 ’18: $247MQ4 ’18Q1 ’19: $390MQ2 ’19: $411MQ3 ’19: $439MQ4 ’19: $564MQ4 ’19Q1 ’20: $634MQ2 ’20: $796MQ3 ’20: $817MQ4 ’20: $935MQ4 ’20Q1 ’21: $792MQ2 ’21: $750MQ3 ’21: $464MQ4 ’21: $373MQ4 ’21Q1 ’22: $288MQ2 ’22: $245MQ3 ’22: $126MQ4 ’22: $139MQ4 ’22Q1 ’23: $116MQ2 ’23: $56MQ3 ’23: $56MQ4 ’23: $46MQ4 ’23Q1 ’24: $31MQ2 ’24: $43MQ3 ’24: $116MQ4 ’24: $133MQ4 ’24Q1 ’25: $123MQ2 ’25: $149MQ3 ’25: $175MQ4 ’25: $150MQ4 ’25Q1 ’26: $104Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.58M$104M+17.52%
Q4 20254.28M$150M+17.80%
Q3 20254.52M$175M+18.15%
Q2 20254.86M$149M+15.73%
Q1 20254.86M$123M+18.18%
Q4 20245.61M$133M+13.96%
Q3 20245.68M$116M+11.86%
Q2 20244.61M$43M+4.41%
Q1 20244.61M$31M+2.77%
Q4 20235.06M$46M+4.10%
Q3 20235.07M$56M+5.03%
Q2 20235.09M$56M+4.80%
Q1 20236.22M$116M+9.98%
Q4 20226.74M$139M+14.05%
Q3 20227.12M$126M+11.09%
Q2 20227.34M$245M+20.87%
Q1 20227.34M$288M+17.51%
Q4 20217.91M$373M+16.55%
Q3 20218.19M$464M+21.14%
Q2 20219.55M$750M+31.44%
Q1 20219.76M$792M+37.73%
Q4 20209.99M$935M+40.18%
Q3 20209.99M$817M+39.77%
Q2 20209.99M$796M+41.12%
Q1 202010.94M$634M+37.81%
Q4 201910.94M$564M+35.60%
Q3 201910.94M$439M+28.23%
Q2 201910.94M$411M+30.93%
Q1 201910.92M$390M+31.79%
Q4 201810.72M$247M+25.47%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See 12 West Capital Management LP’s full portfolio or all institutional holders of GDS.