Dennis Hong's ShawSpring Partners bought 158K shares more of GDS Holdings Ltd (GDS) in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026, a 71% increase in the share count. Dennis Hong now holds 380K shares worth about $11.4M, 4.92% of the portfolio against 3.34% a quarter earlier.
What did the 2026 Q2 filing report for GDS?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 222K | 380K |
| Shares added | +158K (71%) | |
| Reported value | $8.9M | $11.4M |
| Portfolio weight | 3.34% | 4.92% |
| Rank in portfolio | 10th of 11 |
How much did Dennis Hong add to GDS?
Dennis Hong added 158K shares of GDS during 2026 Q2, taking the stake from 222K to 380K. The reported value of the position rose by about $2.5M, from about $8.9M to about $11.4M.
Where does GDS sit in the Dennis Hong portfolio?
GDS ranks 10th of 11 stock positions in the Dennis Hong portfolio at 4.92%, below the fund's average stock position of 9%. The GDS addition was the 10th largest of the quarter's 14 position changes by percent change to portfolio. The largest stock position is BABA at 16.92%. Next come AMZN at 16.13% and OKTA at 13.8%. The three largest stocks together are 46.85% of the book. Across the 2026 Q2 portfolio, Dennis Hong reported 11 stock positions, with 2 opened and 3 closed. The total portfolio value is about $232.1M, down 13% from the prior quarter.
How long has Dennis Hong held GDS?
Dennis Hong first reported GDS in the quarter ended March 31, 2026. Every reported trade is on the Dennis Hong GDS trade history page.
FAQ
How many GDS shares did Dennis Hong buy in 2026 Q2?
Dennis Hong added 158K shares of GDS, a 71% increase, to 380K shares.
What is the GDS position of Dennis Hong worth now?
The GDS position of Dennis Hong is worth about $11.4M at June 30, 2026 prices, 4.92% of the portfolio.
Is GDS a top holding of Dennis Hong?
GDS ranks 10th of 11 stock positions in the Dennis Hong portfolio, at 4.92%.