Yahoo Finance Tech·2 min read

GDS Holdings Limited (GDS): Billionaire Rob Citrone Is Loading Up on This Stock

Rob Citrone increases stake in GDS Holdings Limited.

GDS Holdings Limited (NASDAQ:GDS) has caught the attention of billionaire Rob Citrone, who has significantly increased his stake in the company to 1.43 million shares. This renewed interest comes as GDS prepares to leverage its recently launched China Real Estate Investment Trust, which is expected to enhance its asset valuation and support growth in the competitive data center market.

Key Takeaways

  • 1.

    Rob Citrone's Discovery Capital Management increased its GDS stake to 1.43 million shares.

  • 2.

    GDS launched a China Real Estate Investment Trust in late 2025, boosting investor confidence.

  • 3.

    The C-REIT assets are valued at 22x 2026 EBITDA, significantly higher than market expectations.

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