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GDS Holdings Ltd

GDS
Exchange
Nasdaq
Industry
Services-Computer Programming, Data Processing, Etc.
SEC CIK
0001526125

No open-market purchases or sales by GDS Holdings Ltd insiders were filed in the last 90 days; 197 institutions reported holding it in 13F filings for Q2 2026, worth $3.15B in total; Baupost Group is the only superinvestor holding it.

Other share classesGDHLF

13F holders, Q2 2026

Institutional positions in GDS Holdings Ltd as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
197
−7 vs. Q1 2026
Shares held
105.0M
+13.7M (+15.0%) vs. Q1 2026
Total value
$3.15B
−$525.0M (−14.3%) vs. Q1 2026
New holders
41
75 more added
Sold out
48
64 more reduced

2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting GDS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2026: 197 institutions
Q1 2021: 278 institutionsQ2 2021: 267 institutionsQ3 2021: 235 institutionsQ4 2021: 228 institutionsQ1 2022: 208 institutionsQ2 2022: 172 institutionsQ3 2022: 136 institutionsQ4 2022: 147 institutionsQ1 2023: 136 institutionsQ2 2023: 120 institutionsQ3 2023: 103 institutionsQ4 2023: 107 institutionsQ1 2024: 107 institutionsQ2 2024: 109 institutionsQ3 2024: 139 institutionsQ4 2024: 137 institutionsQ1 2025: 154 institutionsQ2 2025: 161 institutionsQ3 2025: 204 institutionsQ4 2025: 180 institutionsQ1 2026: 206 institutionsQ2 2026: 197 institutions
Value heldQ2 2026: $3.15B
Q1 2021: $8.44BQ2 2021: $8.37BQ3 2021: $5.78BQ4 2021: $4.83BQ1 2022: $3.51BQ2 2022: $2.66BQ3 2022: $1.22BQ4 2022: $1.49BQ1 2023: $1.33BQ2 2023: $708.1MQ3 2023: $690.6MQ4 2023: $613.3MQ1 2024: $517.8MQ2 2024: $773.9MQ3 2024: $1.65BQ4 2024: $1.98BQ1 2025: $1.91BQ2 2025: $2.48BQ3 2025: $3.06BQ4 2025: $2.71BQ1 2026: $3.67BQ2 2026: $3.15B
Institutions holding GDS and their total value by quarter
QuarterHoldersValue
Q2 2026197$3.15B
Q1 2026206$3.67B
Q4 2025180$2.71B
Q3 2025204$3.06B
Q2 2025161$2.48B
Q1 2025154$1.91B
Q4 2024137$1.98B
Q3 2024139$1.65B
Q2 2024109$773.9M
Q1 2024107$517.8M
Q4 2023107$613.3M
Q3 2023103$690.6M
Q2 2023120$708.1M
Q1 2023136$1.33B
Q4 2022147$1.49B
Q3 2022136$1.22B
Q2 2022172$2.66B
Q1 2022208$3.51B
Q4 2021228$4.83B
Q3 2021235$5.78B
Q2 2021267$8.37B
Q1 2021278$8.44B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding GDS Holdings Ltd; share changes are against Q1 2026.

Institutions holding GDS in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Singapore Technologies Telemedia Pte Ltd9,835,680$295.4M100.00%00.0%Unchanged
Sachem Head Capital Management LP8,685,000$260.8M5.41%00.0%Unchanged
Canada Pension Plan Investment Board7,004,083$210.3M0.12%00.0%Unchanged
Barclays PLC6,654,192$199.8M0.06%+3,663,017+122.5%Added
Tekne Capital Management, LLC5,976,818$179.5M58.73%+925,000+18.3%Added
Bamco Inc4,245,033$127.5M0.19%−352,213−7.7%Reduced
Baupost Group LLCSuperinvestorBaupost Group3,769,818$113.2M2.09%+725,000+23.8%Added
UBS Group AG3,590,986$107.8M0.02%+1,565,360+77.3%Added
Carrhae Capital LLP3,300,419$99.1M6.53%+1,115,757+51.1%Added
Goldman Sachs Group Inc3,162,100$95.0M0.01%+1,113,768+54.4%Added
TOMS Capital Investment Management LP2,722,000$81.7M4.32%+2,722,000New
12 West Capital Management LP2,563,192$77.0M14.40%−13,384−0.5%Reduced
Mirae Asset Global ETFs Holdings Ltd.2,488,523$74.7M0.09%+1,053,521+73.4%Added
BlackRock, Inc.2,219,981$66.7M0.00%+983,450+79.5%Added
Point72 Asset Management, L.P.2,169,763$65.2M0.10%+616,711+39.7%Added
Morgan Stanley1,722,275$51.7M0.00%+128,323+8.1%Added
Triata Capital Ltd1,705,220$51.2M8.70%+617,318+56.7%Added
Clearline Capital LP1,665,600$50.0M3.23%+1,665,600New
D. E. Shaw & Co., Inc.1,624,322$48.8M0.03%−340,496−17.3%Reduced
Alyeska Investment Group, L.P.1,554,533$46.7M0.12%+1,154,533+288.6%Added
Slate Path Capital LP1,501,100$45.1M0.62%+1,501,100New
Dendur Capital LP1,414,000$42.5M2.48%+266,000+23.2%Added
WCM Investment Management, LLC1,111,344$32.6M0.06%−622,593−35.9%Reduced
American Century Companies Inc1,078,207$32.4M0.01%−50,971−4.5%Reduced
Cerity Partners LLC1,062,069$31.9M0.04%−2410.0%Reduced
Philosophy Capital Management LLC1,018,658$30.6M2.94%+435,996+74.8%Added
MY.Alpha Management HK Advisors Ltd845,582$25.4M9.78%−7,600−0.9%Reduced
Electron Capital Partners, LLC831,889$25.0M1.00%+50,910+6.5%Added
Millennium Management LLC802,545$24.1M0.02%−24,492−3.0%Reduced
Broad Peak Investment Advisers Pte Ltd763,050$22.9M4.21%+318,000+71.5%Added
Ghisallo Capital Management LLC750,000$22.5M0.44%00.0%Unchanged
HSBC Holdings PLC716,506$21.6M0.01%−504,187−41.3%Reduced
Ardmore Road Asset Management LP600,000$18.0M1.06%+200,000+50.0%Added
Oasis Management Co Ltd.578,689$17.4M1.88%+164,165+39.6%Added
Susquehanna International Group, LLP561,699$16.9M0.01%+523,265+1,361.5%Added
Franklin Resources Inc542,778$16.3M0.00%−350.0%Reduced
Citigroup Inc531,485$16.0M0.01%−342,659−39.2%Reduced
Qube Research & Technologies Ltd523,115$15.7M0.02%+114,759+28.1%Added
Burkehill Global Management, LP500,000$15.0M0.54%−200,000−28.6%Reduced
Rubric Capital Management LP485,873$14.6M0.13%+485,873New
Standard Life Aberdeen plc481,106$14.4M0.02%+75,819+18.7%Added
Allianz Asset Management GmbH480,739$14.4M0.01%−41,028−7.9%Reduced
UBS Asset Management Americas Inc470,982$14.1M0.00%−1,120−0.2%Reduced
Fred Alger Management, LLC433,675$13.0M0.04%+112,360+35.0%Added
ShawSpring Partners LLC380,078$11.4M4.92%+158,296+71.4%Added
APG Asset Management N.V.421,577$11.1M0.03%00.0%Unchanged
Pinpoint Asset Management (Singapore) Pte. Ltd.359,082$10.8M2.19%+2,727+0.8%Added
BNP Paribas Arbitrage, SA357,403$10.7M0.01%+25,960+7.8%Added
Sona Asset Management (US) LLC343,300$10.3M0.38%+343,300New
Dilation Capital Management LP314,960$9.46M3.82%+314,960New
JPMorgan Chase & Co321,045$9.42M0.00%−186,620−36.8%Reduced
Brevan Howard Capital Management LP295,573$8.74M0.12%+295,573New
Irenic Capital Management LP283,000$8.50M0.61%+283,000New
Pinnacle Associates Ltd272,423$8.18M0.09%+19,401+7.7%Added
Nishkama Capital, LLC265,928$7.99M0.90%−232,199−46.6%Reduced
SIH Partners, LLLP259,837$7.80M0.33%−15,675−5.7%Reduced
Citadel Advisors LLC257,160$7.72M0.00%−303,591−54.1%Reduced
BlueCrest Capital Management Ltd250,000$7.51M0.32%+250,000New
Arvin Capital Management LP233,952$7.03M1.32%+233,952New
Bank of America Corp216,791$6.51M0.00%−1,960,510−90.0%Reduced
Royal Bank of Canada208,731$6.27M0.00%+8,049+4.0%Added
LMR Partners LLP201,365$6.05M0.04%+83,000+70.1%Added
Pacer Advisors, Inc.194,456$5.84M0.02%+1,811+0.9%Added
Himension Fund190,553$5.72M0.35%+190,553New
Norges Bank187,135$5.62M0.00%+187,135New
Hel Ved Capital Management Ltd183,400$5.51M0.78%+150,900+464.3%Added
Maxi Investments CY Ltd183,000$5.50M1.11%+50,000+37.6%Added
Lakewood Capital Management, LP179,000$5.38M0.28%+179,000New
Barometer Capital Management Inc.175,800$5.28M1.47%+17,300+10.9%Added
Deutsche Bank AG173,708$5.22M0.00%−24,222−12.2%Reduced
Alden Global Capital LLC171,775$5.16M1.89%+171,775New
Raymond James Financial Inc160,447$4.82M0.00%+41,110+34.4%Added
Pictet Asset Management Holding SA135,903$4.08M0.00%+33,296+32.5%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.131,747$3.86M0.00%−538,744−80.4%Reduced
Dimensional Fund Advisors LP122,887$3.69M0.00%−71,784−36.9%Reduced
Fiera Capital Corp118,427$3.56M0.01%+29,128+32.6%Added
Future Fund LLC117,443$3.53M1.01%+27,622+30.8%Added
IMC-Chicago, LLC102,145$3.07M0.03%+62,601+158.3%Added
One Capital Management, LLC74,821$3.01M0.08%00.0%Unchanged
Context Capital Management, LLC98,300$2.95M0.06%+98,300New
Saba Capital Management, L.P.93,820$2.82M0.09%+23,820+34.0%Added
Defiance ETFs, LLC88,622$2.80M0.04%+64,470+266.9%Added
Toroso Investments, LLC88,097$2.65M0.01%+63,945+264.8%Added
Geode Capital Management, LLC81,841$2.46M0.00%+581+0.7%Added
Leonteq Securities AG79,117$2.38M0.14%+78,472+12,166.2%Added
Trexquant Investment LP72,721$2.18M0.01%+72,721New
Light Street Capital Management, LLC71,790$2.16M0.25%+148+0.2%Added
Balyasny Asset Management LLC69,677$2.09M0.00%−480,808−87.3%Reduced
Anson Funds Management LP64,500$1.94M0.18%+64,500New
Creative Planning61,075$1.83M0.00%+13,175+27.5%Added
Harbor Advisors LLC60,000$1.80M0.23%+12,500+26.3%Added
Invesco Ltd.59,544$1.79M0.00%−4,914−7.6%Reduced
Driehaus Capital Management LLC59,063$1.77M0.01%+7,487+14.5%Added
PEAK6 LLC56,219$1.69M0.04%+32,923+141.3%Added
Marex Group plc54,526$1.64M0.01%+48,962+880.0%Added
Engineers Gate Manager LP48,564$1.46M0.02%+48,564New
Walleye Capital LLC46,888$1.41M0.01%+46,888New
ExodusPoint Capital Management, LP44,862$1.35M0.01%−16,044−26.3%Reduced
Jefferies Financial Group Inc.43,200$1.30M0.01%+35,200+440.0%Added
Vident Advisory, LLC40,083$1.20M0.01%+25,604+176.8%Added