GDS β€” GDS HLDGS LTD

Ownership history in Triata Capital Ltd  Β·  5 quarters on record

This page tracks every 13F SEC filing in which Triata Capital Ltd reported a position in GDS HLDGS LTD (GDS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
17.18% (2024 Q4)
πŸ“Š Avg. % of fund
10.59%
πŸ“… First filed
2024 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
5

Position Intelligence

Triata Capital Ltd Γ— GDS AI Analytics

πŸ“ˆ Triata Capital Ltd outperformed the S&P 500 by +26.8% annually on this GDS position. Timing score: 50% (2/4 decisions correct). Average cost basis: $29.60. Maximum drawdown during holding period: –9.8%.

πŸ“ˆ Position Alpha vs SPY
+26.8%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 26.8% per year on this position.
4 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct

πŸ’° Entry Quality
$29.60
+17.9% vs current ($34.90)

Best entry: $23.76 (2024 Q4)  Β·  Worst: $38.70 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–9.8%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
80%
buy-side decisions

4 adds Β· 1 trim. Bought during 1 of 1 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Triata Capital Ltd has been actively increasing its GDS allocation β€” a bullish signal from insiders.
Currently 12.58% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    GDS price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,974,298 +566,345 +23.5% 12.58% $103.8M $34.90
2025 Q3 ADDED 2,407,953 +630,339 +35.5% 10.88% $93.2M $38.70
2025 Q2 ADDED 1,777,614 +1,481,595 +500.5% 10.61% $54.3M $30.57
2025 Q1 REDUCED 296,019 -1,449,421 -83.0% 1.70% $7.5M $25.33
2024 Q4 INITIATED 1,745,440 β€” β€” 17.18% $41.5M $23.76
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