This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/GDS/capital-change-brief"
Use Arkolith's capital_change_brief for GDS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Sachem Head Capital Management LP | $349.9M | 8.7M | ▼−6.6% Reduced · −615K sh | Q1 2026 | |
| 2 | CANADA PENSION PLAN INVESTMENT BOARD | $282.2M | 7.0M | —Held | Q1 2026 | |
| 3 | Carrhae Capital LLP | $99.1M | 3.3M | ▲+51% Added · +1.1M sh | Q2 2026 | |
| 4 | BAUPOST GROUP LLC/MA | $122.7M | 3.0M | —Held | Q1 2026 | |
| 5 | BARCLAYS PLC | $120.5M | 3.0M | ▲+74% Added · +1.3M sh | Q1 2026 | |
| 6 | 12 West Capital Management LP | $103.8M | 2.6M | ▼−40% Reduced · −1.7M sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $87.7M | 2.2M | ▲+26% Added · +442K sh | Q1 2026 | |
| 8 | GOLDMAN SACHS GROUP INC | $82.5M | 2.0M | ▲+408% Added · +1.6M sh | Q1 2026 | |
| 9 | UBS Group AG | $81.6M | 2.0M | ▲+30% Added · +472K sh | Q1 2026 | |
| 10 | D. E. Shaw & Co., Inc. | $79.2M | 2.0M | ▲New +2.0M sh | Q1 2026 | |
| 11 | MARSHALL WACE, LLP | $69.3M | 1.7M | ▲+14% Added · +214K sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $64.2M | 1.6M | ▲+39% Added · +445K sh | Q1 2026 | |
| 13 | Point72 Asset Management, L.P. | $62.6M | 1.6M | ▲+29% Added · +349K sh | Q1 2026 | |
| 14 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $57.8M | 1.4M | ▲+63% Added · +557K sh | Q1 2026 | |
| 15 | BlackRock, Inc. | $49.8M | 1.2M | ▲+83% Added · +561K sh | Q1 2026 | |
| 16 | Avala Global LP | $49.6M | 1.2M | ▲New +1.2M sh | Q1 2026 | |
| 17 | HSBC HOLDINGS PLC | $48.7M | 1.2M | ▲+294% Added · +911K sh | Q1 2026 | |
| 18 | DENDUR CAPITAL LP | $46.3M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 19 | AMERICAN CENTURY COMPANIES INC | $45.5M | 1.1M | ▼−3.8% Reduced · −44K sh | Q1 2026 | |
| 20 | Cerity Partners LLC | $42.8M | 1.1M | ▲+35% Added · +275K sh | Q1 2026 | |
| 21 | CITIGROUP INC | $35.2M | 874K | ▲+243% Added · +620K sh | Q1 2026 | |
| 22 | MILLENNIUM MANAGEMENT LLC | $33.3M | 827K | ▲+32% Added · +202K sh | Q1 2026 | |
| 23 | Electron Capital Partners, LLC | $31.5M | 781K | ▲+641% Added · +676K sh | Q1 2026 | |
| 24 | Ghisallo Capital Management LLC | $30.2M | 750K | ▲New +750K sh | Q1 2026 | |
| 25 | BNP Paribas Asset Management Holding S.A. | $26.3M | 670K | ▼−3.1% Reduced · −21K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 15, 2026 | KING JONATHAN ALLEN | Insider | Grant (A) | 180 | $0 |
| Jul 15, 2026 | Ye Judy Qing | Director | Grant (A) | 1K | $0 |
| Jul 15, 2026 | BAHARUDIN ZULKIFLI BIN | Director | Grant (A) | 2K | $0 |
| Jul 15, 2026 | LOPEZ BRUNO | Director | Grant (A) | 2K | $0 |
| Jul 15, 2026 | Sun Qiang Chang | Director | Grant (A) | 1K | $0 |
| Jul 15, 2026 | Wojtaszek Gary J | Director | Grant (A) | 1K | $0 |
| Jul 15, 2026 | YU BIN | Director | Grant (A) | 1K | $0 |
| Jul 15, 2026 | Chen Kathy Hua | Director | Grant (A) | 740 | $0 |
| Jul 15, 2026 | Zhang David | Director | Grant (A) | 75 | $0 |
| Jul 15, 2026 | Liu Chee Ming | Director | Grant (A) | 1K | $0 |
| Jul 15, 2026 | SIO TAT HIANG | Director | Grant (A) | 2K | $0 |
| Jun 18, 2026 | Chen Kathy Hua | Director | Expiration (E) | 200 | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 55 funds | $6.4B |
| NVIDIA CORPNVDA | 54 funds | $22.1B |
| MICROSOFT CORPMSFT | 54 funds | $16.1B |
| AMAZON.COM INCAMZN | 53 funds | $15.0B |
| BROADCOM INCAVGO | 53 funds | $8.7B |
| META PLATFORMS INC-CLASS AMETA | 53 funds | $7.9B |
| MICRON TECHNOLOGY INCMU | 51 funds | $5.1B |
| ALPHABET INC-CL AGOOGL | 50 funds | $12.2B |
| ALPHABET INC-CL CGOOG | 50 funds | $5.8B |
| VISA INC-CLASS A SHARESV | 49 funds | $3.9B |
| ELI LILLY & COLLY | 49 funds | $3.7B |
| ORACLE CORPORCL | 49 funds | $2.0B |
Ranked by how many of GDS's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for GDS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.