Hedge Fund Takes New Position in Chinese Data Center Stock, According to Latest SEC Filing

On April 23, 2026, Broad Peak Investment Advisers Pte Ltd disclosed a caller presumption successful GDS Holdings(NASDAQ:GDS), acquiring 445,050 shares successful an estimated $19.08 cardinal commercialized based connected the quarterly mean price.

According to an SEC filing dated April 23, 2026, Broad Peak Investment Advisers Pte Ltd initiated a caller presumption successful GDS Holdings by purchasing 445,050 shares. The estimated investment, based connected the mean stock terms for the quarter, was $19.08 million. The quarter-end marketplace worth of the involvement was $17.93 million, capturing some trading enactment and terms changes.

This was a caller presumption for the money and represented 3.64% of its reportable 13F assets nether absorption astatine quarter-end.

Top holdings aft the filing:

• NYSE:U: $57.98 cardinal (11.8% of AUM)

• NASDAQ:AVGO: $57.26 cardinal (11.6% of AUM)

• NASDAQ:NVDA: $56.29 cardinal (11.4% of AUM)

• NASDAQ:LITE: $51.71 cardinal (10.5% of AUM)

• NYSE:ORCL: $51.05 cardinal (10.4% of AUM)

As of April 22, 2026, GDS Holdings shares were priced astatine $43.16, up 92.7% implicit the past year, outperforming the S&P 500 by 57.7 percent points.

• Offers colocation services, managed hosting, managed cloud, and consulting, with superior gross from information halfway operations successful China.

• Operates a recurring gross exemplary by leasing captious IT infrastructure and services to endeavor and unreality clients.

• Main customers see unreality work providers, ample net companies, fiscal institutions, and multinational corporations.

GDS Holdings is simply a starring developer and relation of high-performance information centers successful China, serving technology-driven enterprises and unreality platforms. The institution leverages a scalable infrastructure strategy to present mission-critical IT services, supporting clients' integer translation and concern continuity needs. Its absorption connected large-scale, carrier-neutral facilities positions it arsenic a cardinal spouse for organizations seeking reliable, unafraid information solutions.

Broad Peak Investment Advisers, a hedge money based successful Singapore, precocious disclosed the acquisition of astir $19 cardinal of GDS Holdings banal during the archetypal 4th (the 3 months ending connected March 31, 2026). Here are immoderate cardinal takeaways for investors.

First, GDS banal has performed precise good implicit the past 3 years. Since 2023, shares person precocious by 168%, equating to a compound yearly maturation complaint (CAGR) of 38.9%. That’s importantly amended than the benchmark S&P 500, which has delivered a full instrumentality of 79% implicit the aforesaid play with a CAGR of 21.5%.