Seth Klarman's GDS Position Overview
Seth Klarman (via Baupost Group Llc/Ma) currently holds 3.04 M shares of GDS Holdings Limited (GDS) worth $106.26 M, representing 2.01% of the portfolio. First purchased in 2024-Q1, this short-term holding has been held for 8 quarters.
Based on 13F filings, Seth Klarman has maintained this position in GDS for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2024, adding 1.65 M shares. Largest reduction occurred in Q2 2025, reducing 1 M shares.
Analysis based on 13F filings available since 2013 Q2
Seth Klarman's GDS Holdings Limited (GDS) Holding Value Over Time
Track share changes against reported price movement
Quarterly GDS Holdings Limited (GDS) Trades by Seth Klarman
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2024 | +2.6 M | New Buy | 2.6 M | $6.65 |
| Q2 2024 | +1.65 M | Add 63.46% | 4.25 M | $9.29 |
| Q2 2025 | -1 M | Reduce 23.53% | 3.25 M | $30.57 |
| Q4 2025 | -205,134 | Reduce 6.31% | 3.04 M | $34.90 |
Seth Klarman's GDS Holdings Limited Investment FAQs
Seth Klarman first purchased GDS Holdings Limited (GDS) in Q1 2024, acquiring 2,600,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Seth Klarman has held GDS Holdings Limited (GDS) for 8 quarters since Q1 2024.
Seth Klarman's largest addition to GDS Holdings Limited (GDS) was in Q1 2024, adding 2,600,000 shares worth $17.29 M.
According to the latest 13F filing for Q4 2025, Seth Klarman's firm, Baupost Group Llc/Ma, owns 3,044,818 shares of GDS Holdings Limited (GDS), valued at approximately $106.26 M.
As of the Q4 2025 filing, GDS Holdings Limited (GDS) represents approximately 2.01% of Seth Klarman's publicly disclosed stock portfolio, making it one of their key holdings.
Seth Klarman's peak holding in GDS Holdings Limited (GDS) was 4,249,952 shares, as reported at the end of Q2 2024.