Louis Moore Bacon's GDS Position Overview
Louis Moore Bacon (via Moore Capital Management, Lp) currently holds 16,224 shares of GDS Holdings Limited (GDS) worth $653,665, representing 0.01% of the portfolio. First purchased in 2016-Q4, this long-term strategic position has been held for 24 quarters.
Based on 13F filings, Louis Moore Bacon has maintained a strategic position in GDS, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2018, adding 998,400 shares. Largest reduction occurred in Q4 2018, reducing 1.84 M shares.
Analysis based on 13F filings available since 2013 Q2
Louis Moore Bacon's GDS Holdings Limited (GDS) Holding Value Over Time
Track share changes against reported price movement
Quarterly GDS Holdings Limited (GDS) Trades by Louis Moore Bacon
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +16,224 | New Buy | 16,224 | $40.29 |
| Q4 2025 | -335,040 | Sold Out | 0 | $0.00 |
| Q3 2025 | +335,040 | New Buy | 335,040 | $38.70 |
| Q4 2021 | -545,999 | Sold Out | 0 | $0.00 |
| Q3 2021 | +545,999 | New Buy | 545,999 | $56.61 |
| Q2 2021 | -264,117 | Sold Out | 0 | $0.00 |
| Q1 2021 | +109,586 | Add 70.92% | 264,117 | $81.09 |
| Q4 2020 | -213,219 | Reduce 57.98% | 154,531 | $93.64 |
| Q3 2020 | +61,615 | Add 20.13% | 367,750 | $81.83 |
| Q2 2020 | -30,641 | Reduce 9.10% | 306,135 | $79.66 |
| Q1 2020 | -123,224 | Reduce 26.79% | 336,776 | $57.97 |
| Q4 2019 | +135,000 | Add 41.54% | 460,000 | $51.58 |
| Q3 2019 | -425,000 | Reduce 56.67% | 325,000 | $40.08 |
| Q2 2019 | -750,000 | Reduce 50.00% | 750,000 | $37.57 |
| Q1 2019 | +700,000 | Add 87.50% | 1.5 M | $35.69 |
| Q4 2018 | -1.84 M | Reduce 69.66% | 800,000 | $23.09 |
| Q3 2018 | -302,194 | Reduce 10.28% | 2.64 M | $35.13 |
| Q2 2018 | -54,450 | Reduce 1.82% | 2.94 M | $40.09 |
| Q1 2018 | +998,400 | Add 50.04% | 2.99 M | $27.45 |
| Q4 2017 | +495,340 | Add 33.02% | 2 M | $22.53 |
| Q3 2017 | +598,630 | Add 66.41% | 1.5 M | $11.26 |
| Q2 2017 | +26,100 | Add 2.98% | 901,370 | $9.27 |
| Q1 2017 | +60,000 | Add 7.36% | 875,270 | $8.27 |
| Q4 2016 | +815,270 | New Buy | 815,270 | $8.60 |
Louis Moore Bacon's GDS Holdings Limited Investment FAQs
Louis Moore Bacon first purchased GDS Holdings Limited (GDS) in Q4 2016, acquiring 815,270 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Louis Moore Bacon has held GDS Holdings Limited (GDS) for 24 quarters since Q4 2016.
Louis Moore Bacon's largest addition to GDS Holdings Limited (GDS) was in Q1 2018, adding 2,993,740 shares worth $82.18 M.
According to the latest 13F filing for Q1 2026, Louis Moore Bacon's firm, Moore Capital Management, Lp, owns 16,224 shares of GDS Holdings Limited (GDS), valued at approximately $653,665.
As of the Q1 2026 filing, GDS Holdings Limited (GDS) represents approximately 0.01% of Louis Moore Bacon's publicly disclosed stock portfolio, making it one of their key holdings.
Louis Moore Bacon's peak holding in GDS Holdings Limited (GDS) was 2,993,740 shares, as reported at the end of Q1 2018.