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Sachem Head Capital Management LP: GDS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sachem Head Capital Management LP on GDS, newest first. How the timeline and the estimate are built.

Sachem Head Capital Management LP held 8,685,000 GDS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,685,000 shares
    Change vs previous 13F 0 shares

    5.41% of the 13F portfolio, value $260,810,550.

    13F-HR 0000902664-26-003505 filed by Sachem Head Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 8,685,000 shares
    Change vs previous 13F -615,000 shares

    8.43% of the 13F portfolio, value $349,918,650.

    13F-HR 0000902664-26-002506 filed by Sachem Head Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 9,300,000 shares
    Change vs previous 13F +2,885,000 shares

    7.61% of the 13F portfolio, value $324,570,000.

    13F-HR 0000902664-26-000995 filed by Sachem Head Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 6,415,000 shares
    Change vs previous 13F -464,485 shares

    7.01% of the 13F portfolio, value $248,260,500.

    13F-HR 0000902664-25-005023 filed by Sachem Head Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 6,879,485 shares
    Change vs previous 13F +2,664,485 shares

    6.57% of the 13F portfolio, value $210,305,856.

    13F-HR 0000902664-25-003631 filed by Sachem Head Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 4,215,000 shares
    Change vs previous 13F +4,215,000 shares

    4.28% of the 13F portfolio, value $106,765,950.

    13F-HR 0000902664-25-002381 filed by Sachem Head Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -2,825,000 shares

    13F-HR 0000902664-25-001012 filed by Sachem Head Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 2,825,000 shares
    Change vs previous 13F not available

    3.02% of the 13F portfolio, value $57,630,000.

    13F-HR 0000902664-24-006591 filed by Sachem Head Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

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