SEC 13F Intelligence

Selkirk Management LLC / GDS

Selkirk Management LLC’s Gds Hldgs Ltd Position

Does Selkirk Management LLC own Gds Hldgs Ltd (GDS)? Yes — 287.0K shares worth $12M (+3.93% of its 13F portfolio) as of Q1 2026.

Position Value
$12M
Q1 2026
Shares
287.0K
% of Portfolio
+3.93%
Quarters Held
24
currently held

Position History GDS

Reported value by quarter
Q2 ’20: $7MQ2 ’20Q3 ’20: $10MQ4 ’20: $12MQ1 ’21: $17MQ1 ’21Q2 ’21: $16MQ3 ’21: $14MQ4 ’21: $7MQ4 ’21Q1 ’22: $6MQ2 ’22: $4MQ3 ’22: $2MQ3 ’22Q4 ’22: $2MQ1 ’23: $2MQ2 ’23: $2MQ2 ’23Q3 ’23: $2MQ4 ’23: $1MQ1 ’24: $1MQ1 ’24Q2 ’24: $1MQ3 ’24: $3MQ4 ’24: $7MQ4 ’24Q1 ’25: $7MQ2 ’25: $9MQ3 ’25: $11MQ3 ’25Q4 ’25: $10MQ1 ’26: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026287.0K$12M+3.93%
Q4 2025287.0K$10M+2.65%
Q3 2025287.0K$11M+3.04%
Q2 2025287.0K$9M+2.59%
Q1 2025287.0K$7M+2.79%
Q4 2024287.0K$7M+2.45%
Q3 2024157.1K$3M+1.31%
Q2 2024157.1K$1M+0.68%
Q1 2024157.1K$1M+0.54%
Q4 2023157.1K$1M+0.97%
Q3 2023157.1K$2M+1.28%
Q2 2023157.1K$2M+1.35%
Q1 2023111.1K$2M+2.44%
Q4 2022111.1K$2M+3.11%
Q3 2022111.0K$2M+2.33%
Q2 2022111.0K$4M+4.35%
Q1 2022146.5K$6M+3.63%
Q4 2021146.5K$7M+3.69%
Q3 2021245.5K$14M+5.66%
Q2 2021202.5K$16M+5.78%
Q1 2021205.5K$17M+4.96%
Q4 2020133.0K$12M+4.03%
Q3 2020117.0K$10M+3.04%
Q2 202083.0K$7M+2.84%

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