Triata Capital significantly reduced its stake in GDS Holdings by selling 1.89 million shares for approximately $80.89 million in Q1 2026, cutting its position from 12.6% to 7.94% of AUM. The fund's decision to take profits came after GDS stock nearly doubled from $24 to $48 per share, though the company reported strong Q1 results with 24% revenue growth and surging EBITDA margins.

GDS Holdings reported strong Q1 2026 results with revenue of $488.1M (23.6% YoY growth) and EPS of $1.53, both exceeding expectations. The company achieved record quarterly bookings of 200MW driven by AI data center demand. However, shares fell 6.41% as management reiterated full-year 2026 guidance of $1.749-$1.819B in revenue, below the consensus estimate of $1.90B.

12 West Capital Management LP established a new position in Hawaiian Electric Industries, acquiring 1.85 million shares valued at approximately $22.75 million in Q4 2025. The investment represents 2.71% of the fund's assets under management. Hawaiian Electric has gained 29.9% over the past year, driven by increased electricity demand from AI data centers, though recent headwinds from opposition to data center development have caused share pullbacks.

GDS Holdings Limited announced it will report its fourth quarter and full year 2025 financial results on March 17, 2026, with an earnings conference call scheduled for 8:00 AM U.S. Eastern Time. The company is a leading developer and operator of high-performance data centers in China serving hyperscale cloud providers, internet companies, and financial institutions.

GDS Holdings announced it has entered into definitive agreements with DayOne Data Centers Limited for a US$385 million share repurchase. The transaction will enable GDS to recycle approximately 95% of its principal investment at a 6.5x multiple of money. GDS plans to reallocate the proceeds toward new business opportunities in its core China data center operations.

GDS Holdings will report its second quarter 2025 unaudited financial results on August 20, 2025, with a conference call scheduled for the same day at 8:00 AM U.S. Eastern Time.

GDS Holdings Limited will officially list and start trading its China REIT (C-REIT) on the Shanghai Stock Exchange on August 8, 2025, under fund code 508060.

GDS Holdings released its 2024 ESG report, showcasing significant progress in sustainability, including 40% renewable energy usage, improved Power Usage Effectiveness, and notable ESG rating upgrades.

GDS Holdings held its Annual General Meeting on June 26, 2025, where shareholders approved re-election of directors, confirmed KPMG Huazhen LLP as independent auditor, and authorized share issuance up to 30% of existing share capital.

GDS Holdings received approval from China Securities Regulatory Commission and Shanghai Stock Exchange to launch a China REIT (C-REIT), involving the sale of 100% equity in a data center project company. GDS will retain 20% of C-REIT units, with the remaining 80% to be subscribed by institutional and retail investors.

GDS Holdings, a leading data center operator in China, announced the launch of a proposed public offering of American Depositary Shares (ADSs) and a concurrent offering of convertible senior notes. The company plans to use the proceeds for general corporate purposes and debt refinancing.

GDS Holdings, a leading data center operator in China, announced plans for a $450 million convertible note offering and a public offering of American Depositary Shares (ADSs). The company aims to use the proceeds for general corporate purposes and debt refinancing.