Baupost Group
SuperinvestorBaupost Group LLC
- SEC CIK
- 0001061768
- Manager
- Seth Klarman
- Style
- Value
- Latest filing
- Aug 13, 2026
GDS holding history
GDS Holdings Ltd in every 13F filed by Baupost Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
GDS overviewAll 13F holders of GDSFull Q2 2026 holdings
- Shares (Q2 2026)
- 3,769,818
- Value
- $113.2M
- % of portfolio
- 2.1%
- Quarters held
- 10
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 3,769,818 | $113.2M | 2.1% | +725,000+23.8% | Added | Holders |
| Q1 2026 | 3,044,818 | $122.7M | 2.4% | 00.0% | Unchanged | Holders |
| Q4 2025 | 3,044,818 | $106.3M | 2.0% | −205,134−6.3% | Reduced | Holders |
| Q3 2025 | 3,249,952 | $125.8M | 2.6% | 00.0% | Unchanged | Holders |
| Q2 2025 | 3,249,952 | $99.4M | 2.4% | −1,000,000−23.5% | Reduced | Holders |
| Q1 2025 | 4,249,952 | $107.7M | 3.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 4,249,952 | $101.0M | 2.9% | 00.0% | Unchanged | Holders |
| Q3 2024 | 4,249,952 | $86.7M | 2.5% | 00.0% | Unchanged | Holders |
| Q2 2024 | 4,249,952 | $39.5M | 1.1% | +1,649,952+63.5% | Added | Holders |
| Q1 2024 | 2,600,000 | $17.3M | 0.5% | +2,600,000 | New | Holders |