What smart money is saying about GDS Holdings Limited
9698.HK
No fund has written a full thesis on GDS Holdings Limited in our archive, but 1 fund letter reports a position in it — most recently Baron Emerging Markets Fund in June 2026.
1
Reported positions
0
Bought
0
Sold
1
Letter
Position history
Every position in GDS Holdings Limited on record in the archive was reported in Q2 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
Fund activity · 1 position
- June 2026
“poor stock selection effect in the Information Technology (IT) sector, primarily attributable to a few investments in our semiconductors/AI ( ISC Co., Ltd. ) and China value-added ( GDS Holdings Limited , Kingdee International Software Group Company Limited , and Pony AI Inc. ) themes”
Read the letterGDS Holdings Limited
Read the letters behind these GDS Holdings Limited positions
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