LongGDSJun 2026
GDS Holdings Limited
GDS develops and leases data-center capacity to major technology companies across Asia and is positioned to benefit from cloud adoption, data growth and increasing AI demand. The…
GDS
Which hedge funds are long GDS?
2 published ideas on GDS Holdings Limited across 2 funds — 2 long and 0 short.
GDS Holdings Limited hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on GDS Holdings Limited: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongGDSJun 2026
GDS Holdings Ltd.
GDS owns and operates data centers in China and also holds a valuable minority interest in international hyperscale developer DayOne. Recent results were strong but fell short of…