GDS Was Already Up 47% — Pinpoint Tripled Its Stake Anyway

3 days ago 8

Seena Hassouna, The Motley Fool

Sun, May 17, 2026 astatine 2:36 PM CDT 4 min read

On May 13, 2026, Pinpoint Asset Management (Singapore) Pte. Ltd. disclosed buying 247,034 shares of GDS Holdings Limited (NASDAQ:GDS), an estimated $10.59 cardinal commercialized based connected quarterly mean pricing.

Acquired 247,034 shares of GDS; estimated transaction worth $10.59 cardinal based connected quarterly mean pricing
Quarter-end presumption worth roseate by $10.54 million, reflecting some stock additions and GDS terms change
Trade equaled 2.45% of 13F reportable assets nether management
Post-trade stake: 356,355 shares valued astatine $14.36 million
The GDS presumption present represents 3.32% of money AUM, which places it extracurricular the fund's apical 5 holdings

What happened

According to a recent SEC filing dated May 13, 2026, Pinpoint Asset Management (Singapore) Pte. Ltd. accrued its holdings successful GDS by 247,034 shares during the archetypal quarter. The estimated transaction worth was $10.59 million, based connected the mean closing terms for the quarter. The quarter-end worth of the presumption roseate by $10.54 million, reflecting some the fund's trading enactment and the question successful GDS's stock terms implicit the period.

What other to cognize

This bargain brought the GDS involvement to 3.32% of 13F assets nether absorption arsenic of March 31, 2026.
Top holdings aft the filing:
- NASDAQ: IBIT: $68.68 cardinal (19.4% of AUM)
- NASDAQ: GOOGL: $66.90 cardinal (18.9% of AUM)
- NYSE: TSM: $24.51 cardinal (6.9% of AUM)
- NYSE: GLD: $22.20 cardinal (6.3% of AUM)
- NASDAQ: STX: $18.73 cardinal (5.3% of AUM)
As of May 15, 2026, GDS shares were priced astatine $42.44, up 60.51% implicit the past year, outperforming the S&P 500 by 35.3 percent points.

Company Overview

Metric

Value

Price (as of marketplace adjacent 2026-05-17)	$42.44
Market Capitalization	$8.5 billion
Revenue (TTM)	$1.59 billion
Net Income (TTM)	$131.8 million

Company Snapshot

GDS offers information halfway colocation, managed hosting, cloud, and consulting services, with gross chiefly from captious facilities space, power, and IT infrastructure support.
The institution serves unreality work providers, ample net companies, fiscal institutions, telecom and IT work providers, arsenic good arsenic large home and multinational corporations.
It has grown gross astatine a 5-year CAGR of 14.8% and operates wrong the exertion assemblage successful the People's Republic of China.

GDS Holdings Limited develops and operates information centers successful the People's Republic of China and operates wrong the exertion sector. GDS Holdings Limited serves ample customers crossed cloud, internet, financial, and telecommunications sectors and has grown gross astatine a 5-year CAGR of 14.8%. GDS Holdings Limited serves unreality work providers, ample Internet companies, fiscal institutions, telecommunications and IT work providers, and ample home backstage assemblage and multinational corporations.

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