Seth Klarman’s Gds Hldgs Ltd (GDS) position
Reported position history, portfolio importance and verified filing changes from public SEC disclosures.
At a glance
The full verified relationship, including prior ownership episodes and exits where supported.
Baupost Group first reported Gds Hldgs Ltd in Q1 2024. The reported position was increased and reduced across later filings. Baupost Group currently reports 3.77M shares. The latest verified filing showed: Bought 23.8% more.
Position over time
See the same verified relationship through reported shares, portfolio weight or reported value.
Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.
What changed
Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.
Filing context
Quarter-end price $30.03 · Estimated holding basis $11.97
Filing context
Quarter-end price $40.29 · Estimated holding basis $7.67
Filing context
Quarter-end price $34.90 · Estimated holding basis $7.67
Filing context
Quarter-end price $38.70 · Estimated holding basis $7.67
Filing context
Quarter-end price $30.57 · Estimated holding basis $7.67
Filing context
Quarter-end price $25.33 · Estimated holding basis $7.67
Filing context
Quarter-end price $23.76 · Estimated holding basis $7.67
Filing context
Quarter-end price $20.40 · Estimated holding basis $7.67
Filing context
Quarter-end price $9.29 · Estimated holding basis $7.67
Filing context
Quarter-end price $6.65 · Estimated holding basis $6.65
5 unchanged quarters are collapsed by default.
How important is Gds Hldgs Ltd in Baupost Group’s reported portfolio?
Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.
SEC filing evidence
Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.
Market context only; not an investor transaction price.
Derived from validated reported value and shares where supported.
Calculated from supported filing history.
This tracker follows Baupost Group LLC/MA’s Form 13F disclosures—not Seth Klarman’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.