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Seth Klarman's GDS Holdings Limited (GDS) position

Yes: as of Q1 2026, Seth Klarman holds 3.0M shares of GDS worth $123M (2.4% of the disclosed portfolio). Last quarter the position was unchanged. First disclosed Q1 2024.
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Current value
$123M
Shares held
3.0M
% of portfolio
2.4%
Est. average buy price (i)
$7.28
Quarter-end price
$40.29

Estimated trade prices

Average price in quarters with purchases
$7.28
Average prices in quarters with sales
  • Q4 2025: $34.58 (205K shares sold)
  • Q2 2025: $25.33 (1.0M shares sold)

GDS price vs Klarman's position

1Y 3Y 5Y MAX
Dates
$5$50$10020222023202420252026New position of 2.6M shares · Q1 2024. Average closing price $6.77 · Price range $5.06–$8.702.6MsharespurchasedAdded 1.6M shares (63.5%) · Q2 2024. Average closing price $8.08 · Price range $6.11–$9.751.6MsharespurchasedSold 1.0M shares (23.5%) · Q2 2025. Average closing price $25.33 · Price range $17.68–$30.571.0MsharessoldSold 205K shares (6.3%) · Q4 2025. Average closing price $34.58 · Price range $29.02–$41.35205Ksharessold
Average closing price · filing quarter
$34.58
Price range · filing quarter
$29.02 – $41.35
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 Unchanged – – – 3.0M May 14, 2026
Q4 2025 Reduced −205K −$7.1M −6.3% 3.0M Feb 13, 2026
Q3 2025 Unchanged – – – 3.2M Nov 13, 2025
Q2 2025 Reduced −1.0M −$25M −23.5% 3.2M Aug 13, 2025
No change · Q3 2024–Q1 2025 (3 quarters)
No change – – – 4.2M –
Q2 2024 Added +1.6M +$13M +63.5% 4.2M Aug 13, 2024
Q1 2024 New +2.6M +$18M – 2.6M May 14, 2024
Data through Q1 2026 · filed May 14, 2026
7 grouped rows from 9 quarters

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Common questions

Does Seth Klarman own GDS?

Yes. As of Q1 2026, Seth Klarman disclosed 3.0M shares of GDS, worth $123M. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Seth Klarman buy GDS?

Seth Klarman first disclosed a GDS position in Q1 2024; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Seth Klarman sell GDS?

The quarter-by-quarter table above shows each sale and reduction Seth Klarman disclosed in GDS. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of GDS does Seth Klarman own?

Seth Klarman disclosed 3.0M shares of GDS as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Seth Klarman pay for GDS?

Seth Klarman's estimated average buy price for GDS is $7.28, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.