BAUPOST GROUP LLC/MA: GDS position timeline

BAUPOST GROUP LLC/MA held 3,769,818 GDS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 3,769,818 shares

   Change vs previous 13F +725,000 shares

   2.09% of the 13F portfolio, value $113,208,000.

   13F-HR 0001061768-26-000010 filed by BAUPOST GROUP LLC/MA
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 3,044,818 shares

   Change vs previous 13F 0 shares

   2.4% of the 13F portfolio, value $122,676,000.

   13F-HR 0001061768-26-000007 filed by BAUPOST GROUP LLC/MA
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 3,044,818 shares

   Change vs previous 13F -205,134 shares

   2.01% of the 13F portfolio, value $106,264,000.

   13F-HR 0001061768-26-000005 filed by BAUPOST GROUP LLC/MA
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 3,249,952 shares

   Change vs previous 13F 0 shares

   2.63% of the 13F portfolio, value $125,773,000.

   13F-HR 0001061768-25-000007 filed by BAUPOST GROUP LLC/MA
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 3,249,952 shares

   Change vs previous 13F -1,000,000 shares

   2.41% of the 13F portfolio, value $99,351,000.

   13F-HR 0001061768-25-000005 filed by BAUPOST GROUP LLC/MA
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 4,249,952 shares

   Change vs previous 13F 0 shares

   3.08% of the 13F portfolio, value $107,651,000.

   13F-HR 0001061768-25-000003 filed by BAUPOST GROUP LLC/MA
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 4,249,952 shares

   Change vs previous 13F 0 shares

   2.94% of the 13F portfolio, value $100,979,000.

   13F-HR 0001061768-25-000002 filed by BAUPOST GROUP LLC/MA
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 4,249,952 shares

   Change vs previous 13F not available

   2.47% of the 13F portfolio, value $86,699,000.

   13F-HR 0001061768-24-000005 filed by BAUPOST GROUP LLC/MA
   Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).