Seth Klarman - Baupost Group
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $5,115,380,000
Holdings Activity Buys Sells    History
Holding/activity history for  GDS Holdings Ltd (GDS)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 3,044,818 2.40 $40.29 $122,676,000 SEC
2025   Q4 3,044,818 2.01 Reduce 6.31% 0.17 $34.90 $106,264,000 SEC
2025   Q3 3,249,952 2.64 $38.70 $125,773,000 SEC
2025   Q2 3,249,952 2.41 Reduce 23.53% 0.73 $30.57 $99,351,000 SEC
2025   Q1 4,249,952 3.09 $25.33 $107,651,000 SEC
2024   Q4 4,249,952 2.95 $23.76 $100,979,000 SEC
2024   Q3 4,249,952 2.47 $20.40 $86,699,000 SEC
2024   Q2 4,249,952 1.12 Add 63.46% 0.43 $9.29 $39,482,000 SEC
2024   Q1 2,600,000 0.49 Buy 0.49 $6.65 $17,290,000 SEC