GDS Holdings Limited ADS

Triata Capital significantly reduced its stake in GDS Holdings by selling 1.89 million shares for approximately $80.89 million in Q1 2026, cutting its position from 12.6% to 7.94% of AUM. The fund's decision to take profits came after GDS stock nearly doubled from $24 to $48 per share, though the company reported strong Q1 results with 24% revenu...

GDS Holdings reported strong Q1 2026 results with revenue of $488.1M (23.6% YoY growth) and EPS of $1.53, both exceeding expectations. The company achieved record quarterly bookings of 200MW driven by AI data center demand. However, shares fell 6.41% as management reiterated full-year 2026 guidance of $1.749-$1.819B in revenue, below the consensu...

12 West Capital Management LP established a new position in Hawaiian Electric Industries, acquiring 1.85 million shares valued at approximately $22.75 million in Q4 2025. The investment represents 2.71% of the fund's assets under management. Hawaiian Electric has gained 29.9% over the past year, driven by increased electricity demand from AI data...

GDS Holdings Limited announced it will report its fourth quarter and full year 2025 financial results on March 17, 2026, with an earnings conference call scheduled for 8:00 AM U.S. Eastern Time. The company is a leading developer and operator of high-performance data centers in China serving hyperscale cloud providers, internet companies, and fin...

GDS Holdings announced it has entered into definitive agreements with DayOne Data Centers Limited for a US$385 million share repurchase. The transaction will enable GDS to recycle approximately 95% of its principal investment at a 6.5x multiple of money. GDS plans to reallocate the proceeds toward new business opportunities in its core China data...