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Coatue Management's GDS Holdings Limited (GDS) position

Not anymore: Coatue Management fully exited GDS in Q3 2023. The position peaked at $15M in Q2 2022.
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Value at exit
$1.5M
Shares at exit
140K
Est. average buy price (i)
$13.29
Quarter-end price
$10.99

Estimated trade prices

Average price in quarters with purchases
$28.10

GDS price vs Management's position

1Y 3Y 5Y MAX
Dates
$5$50$10020222023202420252026New position of 202K shares · Q1 2022. Average closing price $40.83 · Price range $21.02–$47.15202KsharespurchasedAdded 237K shares (117.2%) · Q2 2022. Average closing price $31.05 · Price range $25.01–$44.47237KsharespurchasedNew position of 94K shares · Q4 2022. Average closing price $15.30 · Price range $8.63–$21.1194KsharespurchasedNew position of 140K shares · Q2 2023. Average closing price $13.29 · Price range $9.76–$18.54140Ksharespurchased
Average closing price · filing quarter
$13.29
Price range · filing quarter
$9.76 – $18.54
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q3 2023 Exited −140K −$1.6M −100.0% 0 Nov 14, 2023
Q2 2023 New +140K +$1.9M – 140K Aug 14, 2023
Q4 2022 New +94K +$1.4M – 94K Feb 14, 2023
Q2 2022 Added +237K +$7.4M +117.2% 439K Aug 15, 2022
Q1 2022 New +202K +$8.3M – 202K May 16, 2022
Data through Q3 2023 · filed Nov 14, 2023
5 grouped rows from 5 quarters

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Common questions

Does Coatue Management own GDS?

Not currently. Coatue Management fully exited GDS in Q3 2023, and the complete history is above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Coatue Management buy GDS?

Coatue Management first disclosed a GDS position in Q1 2022; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Coatue Management sell GDS?

Yes. Coatue Management reduced and then fully exited GDS by Q3 2023; the reductions are in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of GDS does Coatue Management own?

None as of the latest filing: Coatue Management has exited GDS. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Coatue Management pay for GDS?

Coatue Management's estimated average buy price for GDS is $13.29, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.