GDS
Gds Holdings Ltd - Adr
3 of the 83 super-investors we track hold GDS, worth a combined $132M per their latest 13F filings. The largest position: Dennis Hong at 4.9% of their portfolio. This quarter the cohort logged 2 buys and 0 sells on the name. Conviction score: 34 of 100 (how strongly the cohort backs it) — ranked #240 of 742 stocks.
Why super-investors own GDS
GDS is held by 3 super-investors in our cohort, with a combined position value of $132M. The highest-conviction owner is Dennis Hong at 4.9% of their portfolio. Cohort ownership has grown from 2 to 3 over the last four quarters — net interest is rising. This quarter the cohort registered 2 added.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2018Q2 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Seth Klarman | 2.1% | 10q | $113M | 3,769,818 |
| 2 | Dennis Hong | 4.9% | 2q | $11M | 380,078 |
| 3 | Joel Greenblatt | <0.1% | 31q | $8M | 257,160 |
Owners of GDS also hold
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Dennis Hong | ADD | 4.9% | +71% | $11M | Aug 14, 2026 |
| Seth Klarman | ADD | 2.1% | +24% | $113M | Aug 13, 2026 |
Long US equity 13F-HR filings only. CUSIP 36165L108. Not investment advice.