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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 2021

Institutional positions in GDS Holdings Ltd as of Jun 30, 2021. 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
267
−9 vs. Q1 2021
Shares held
107.1M
+2.01M (+1.9%) vs. Q1 2021
Total value
$8.31B
−$100.3M (−1.2%) vs. Q1 2021
New holders
34
104 more added
Sold out
43
92 more reduced

2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: 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 2021: 267 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 2021: $8.31B
Q1 2021: $8.44BQ2 2021: $8.31BQ3 2021: $5.78BQ4 2021: $4.82BQ1 2022: $3.50BQ2 2022: $2.66BQ3 2022: $1.22BQ4 2022: $1.49BQ1 2023: $1.33BQ2 2023: $708.1MQ3 2023: $690.6MQ4 2023: $606.8MQ1 2024: $510.5MQ2 2024: $773.8MQ3 2024: $1.64BQ4 2024: $1.98BQ1 2025: $1.91BQ2 2025: $2.47BQ3 2025: $3.01BQ4 2025: $2.70BQ1 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$2.70B
Q3 2025204$3.01B
Q2 2025161$2.47B
Q1 2025154$1.91B
Q4 2024137$1.98B
Q3 2024139$1.64B
Q2 2024109$773.8M
Q1 2024107$510.5M
Q4 2023107$606.8M
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$3.50B
Q4 2021228$4.82B
Q3 2021235$5.78B
Q2 2021267$8.31B
Q1 2021278$8.44B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding GDS Holdings Ltd; share changes are against Q1 2021.

Institutions holding GDS in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Singapore Technologies Telemedia Pte Ltd15,835,680$1.24B100.00%00.0%Unchanged
12 West Capital Management LP9,554,195$749.9M31.44%−209,977−2.2%Reduced
Aspex Management (HK) Ltd5,329,558$418.3M13.70%+2,027,265+61.4%Added
Bamco Inc4,684,962$367.7M0.84%−210,196−4.3%Reduced
BlackRock Inc.4,647,554$364.8M0.01%−373,880−7.4%Reduced
Nuveen Asset Management, LLC4,319,296$339.0M0.10%+865,823+25.1%Added
Vanguard Group Inc3,868,906$303.7M0.01%+138,440+3.7%Added
American Century Companies Inc2,960,455$232.4M0.16%−136,684−4.4%Reduced
Federated Hermes, Inc.2,585,663$202.9M0.38%+1610.0%Added
Tiger Global Management LLCSuperinvestorTiger Global Management2,572,811$201.9M0.38%−1,102,633−30.0%Reduced
Cederberg Capital Ltd2,529,356$198.5M17.86%+285,500+12.7%Added
Carmignac Gestion2,354,847$184.9M2.16%+2,113+0.1%Added
Morgan Stanley2,267,795$178.0M0.02%+818,394+56.5%Added
Standard Life Aberdeen plc2,185,228$171.6M0.38%+113,680+5.5%Added
State Street Corp2,133,623$167.5M0.01%−415,852−16.3%Reduced
Cerity Partners LLC1,866,762$146.5M3.21%−4,543−0.2%Reduced
Ranger Global Real Estate Advisors, LLC1,633,598$128.2M10.08%+918,071+128.3%Added
Norges Bank1,298,323$101.9M0.02%−20,446−1.6%Reduced
Invesco Ltd.1,286,535$101.0M0.02%+345,840+36.8%Added
Canada Pension Plan Investment Board1,001,816$78.6M0.09%+873,080+678.2%Added
Atalan Capital Partners, LP965,000$75.7M4.60%+575,000+147.4%Added
Long Pond Capital, LP884,093$69.4M2.64%−400,298−31.2%Reduced
Cohen & Steers, Inc.870,051$68.3M0.13%+263,820+43.5%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.827,751$65.0M0.23%+272,555+49.1%Added
Van Eck Associates Corp791,823$62.1M0.15%+237,400+42.8%Added
Thornburg Investment Management Inc748,044$58.7M0.68%+266,294+55.3%Added
Oceanlink Management Ltd.720,177$56.5M12.31%+650,177+928.8%Added
Barings LLC696,413$54.7M1.26%+4,030+0.6%Added
Alliancebernstein L.P.674,251$52.9M0.02%+288,314+74.7%Added
Pacer Advisors, Inc.654,538$51.4M0.74%+213,984+48.6%Added
Legal & General Group Plc646,146$50.7M0.02%+6,151+1.0%Added
Library Research Ltd604,809$47.5M41.00%00.0%Unchanged
Tiger Pacific Capital LP576,397$45.2M7.48%+440,501+324.1%Added
Janus Henderson Group PLC567,604$44.6M0.02%−4,109−0.7%Reduced
JPMorgan Chase & Co552,778$43.4M0.01%+141,345+34.4%Added
Goldman Sachs Group Inc533,999$41.9M0.01%−123,942−18.8%Reduced
Citigroup Inc528,945$41.5M0.04%−67,894−11.4%Reduced
Toronado Partners, LLC520,845$40.9M11.92%+64,159+14.0%Added
York Capital Management Global Advisors, LLC512,371$40.2M4.51%+512,371New
Kylin Management LLC504,640$39.6M16.10%−193,960−27.8%Reduced
Wasatch Advisors Inc497,232$39.0M0.16%+899+0.2%Added
Teacher Retirement System of Texas484,791$38.1M0.21%00.0%Unchanged
Waterfront Capital Partners, LLC458,678$36.0M2.71%−46,881−9.3%Reduced
La Financiere de L'Echiquier456,900$35.9M1.37%+4,700+1.0%Added
Royal Bank of Canada444,097$34.9M0.01%+40,434+10.0%Added
American Assets Capital Advisers, LLC410,628$32.2M3.66%+39,810+10.7%Added
Franklin Resources Inc397,000$31.2M0.01%+37,896+10.6%Added
Northern Trust Corp396,840$31.1M0.01%+24,261+6.5%Added
Bridger Management, LLC395,025$31.0M2.89%00.0%Unchanged
Ci Investments Inc.394,169$30.9M0.11%−67,053−14.5%Reduced
HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse)390,000$30.6M0.32%−2,753,623−87.6%Reduced
Bank of America Corp388,383$30.5M0.00%−128,787−24.9%Reduced
UBS Group AG377,939$29.7M0.01%−17,025−4.3%Reduced
Neuberger Berman Group LLC376,159$29.5M0.03%+47,791+14.6%Added
Geode Capital Management, LLC375,488$29.3M0.00%+16,875+4.7%Added
Nan Shan Life Insurance Co., Ltd.335,411$26.3M0.45%00.0%Unchanged
UBS Asset Management Americas Inc320,337$25.1M0.01%+3,873+1.2%Added
Balyasny Asset Management LLC277,680$21.8M0.12%+108,321+64.0%Added
Cartica Management, LLC276,348$21.7M4.16%00.0%Unchanged
State of New Jersey Common Pension Fund D275,639$21.6M0.07%+10,300+3.9%Added
Mirae Asset Global Investments Co., Ltd.272,515$21.4M0.06%−33,988−11.1%Reduced
Dimensional Fund Advisors LP247,405$19.4M0.01%−2,158−0.9%Reduced
Indus Capital Partners, LLC246,303$19.3M3.28%−133,387−35.1%Reduced
Deutsche Bank AG244,144$19.2M0.01%+48,028+24.5%Added
California Public Employees Retirement System242,956$19.1M0.01%+207+0.1%Added
Bridgewater Associates, LP230,425$18.1M0.12%−10,423−4.3%Reduced
Bank of New York Mellon Corp227,796$17.9M0.00%−4,236−1.8%Reduced
Credit Suisse AG226,075$17.7M0.01%−425,951−65.3%Reduced
Swiss National Bank219,600$17.2M0.01%−600−0.3%Reduced
Sumitomo Mitsui Trust Holdings, Inc.219,201$17.2M0.01%−10,706−4.7%Reduced
Colony Capital, Inc.208,750$16.4M1.97%+124,500+147.8%Added
Fullerton Fund Management Co Ltd.207,521$16.3M1.11%−27,865−11.8%Reduced
D. E. Shaw & Co., Inc.205,580$16.1M0.02%−578,344−73.8%Reduced
Selkirk Management LLC202,500$15.9M5.78%−3,000−1.5%Reduced
Formula Growth Ltd191,968$15.1M2.08%+154,837+417.0%Added
Hunt Lane Capital LP190,000$14.9M3.15%+190,000New
First Trust Advisors LP180,997$14.2M0.02%+17,869+11.0%Added
Erste Asset Management GmbH174,612$14.1M0.28%+78,100+80.9%Added
FIL Ltd167,090$13.1M0.01%+48,078+40.4%Added
BNP Paribas Arbitrage, SA165,868$13.0M0.03%+7,795+4.9%Added
Pictet Asset Management Ltd1,294,211$12.8M0.01%−243,451−15.8%Reduced
Taikang Asset Management (Hong Kong) Co Ltd161,170$12.7M1.95%+31,492+24.3%Added
AQR Capital Management LLC157,929$12.4M0.02%+978+0.6%Added
Charles Schwab Investment Management Inc147,685$11.6M0.00%+9,384+6.8%Added
Group One Trading, L.P.143,189$11.2M0.22%−17,744−11.0%Reduced
Kames Capital plc136,700$10.7M0.15%+27,400+25.1%Added
Berylson Capital Partners, LLC136,200$10.7M2.37%−11,200−7.6%Reduced
Centerbridge Partners, L.P.135,009$10.6M0.97%+135,009New
Parametric Portfolio Associates LLC127,507$10.0M0.01%−1,554−1.2%Reduced
Russell Investments Group, Ltd.122,805$9.64M0.02%−40,590−24.8%Reduced
Old Well Partners, LLC121,000$9.50M4.31%−39,000−24.4%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd118,315$9.29M0.22%+4,626+4.1%Added
Dalton Investments LLC115,177$9.04M4.98%+24,200+26.6%Added
Marshall Wace, LLP102,474$8.04M0.04%−107,706−51.2%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.97,839$7.68M0.04%00.0%Unchanged
Putnam Investments LLC97,281$7.64M0.01%+97,281New
Discovery Capital Management, LLC95,400$7.49M0.60%+95,400New
HSBC Holdings PLC90,757$7.14M0.01%+1,158+1.3%Added
Penserra Capital Management LLC88,411$6.94M0.13%+19,119+27.6%Added
Point Break Capital Management, LLC87,796$6.89M0.43%00.0%Unchanged