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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, Q4 2021

Institutional positions in GDS Holdings Ltd as of Dec 31, 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
228
−4 vs. Q3 2021
Shares held
102.6M
−84.3K (−0.1%) vs. Q3 2021
Total value
$4.82B
−$967.2M (−16.7%) vs. Q3 2021
New holders
38
80 more added
Sold out
42
77 more reduced

3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 228 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 heldQ4 2021: $4.82B
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, Q4 2021

Shares, value and share of portfolio for each institution holding GDS Holdings Ltd; share changes are against Q3 2021.

Institutions holding GDS in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Singapore Technologies Telemedia Pte Ltd15,835,680$746.8M100.00%00.0%Unchanged
12 West Capital Management LP7,910,578$373.1M16.55%−277,162−3.4%Reduced
Aspex Management (HK) Ltd7,573,258$357.2M10.92%+500,000+7.1%Added
Canada Pension Plan Investment Board7,176,405$338.4M0.36%+1,261,960+21.3%Added
BlackRock Inc.4,440,445$209.4M0.01%+108,810+2.5%Added
Vanguard Group Inc4,100,285$193.4M0.00%+73,311+1.8%Added
Nuveen Asset Management, LLC3,532,644$166.6M0.05%−382,363−9.8%Reduced
Cederberg Capital Ltd2,743,856$129.4M25.62%+12,500+0.5%Added
Carmignac Gestion2,741,950$129.3M1.81%+95,202+3.6%Added
Tiger Global Management LLCSuperinvestorTiger Global Management2,572,811$121.3M0.26%00.0%Unchanged
Goldman Sachs Group Inc2,214,133$104.4M0.03%+1,446,044+188.3%Added
Bamco Inc2,089,057$98.5M0.21%−265,489−11.3%Reduced
Cerity Partners LLC1,867,698$88.1M1.34%+9050.0%Added
State Street Corp1,830,437$86.3M0.00%+41,643+2.3%Added
Anatole Investment Management Ltd1,653,680$78.0M4.26%+1,653,680New
L1 Capital Pty Ltd1,556,243$73.4M8.47%+658,515+73.4%Added
MY.Alpha Management HK Advisors Ltd1,507,690$71.1M20.29%+1,507,690New
Federated Hermes, Inc.1,436,700$67.8M0.13%−400,000−21.8%Reduced
Ranger Global Real Estate Advisors, LLC1,156,179$54.5M4.81%−364,598−24.0%Reduced
Norges Bank1,124,369$53.0M0.01%−173,954−13.4%Reduced
Pacer Advisors, Inc.1,106,010$52.2M0.53%+72,309+7.0%Added
Invesco Ltd.1,105,937$52.2M0.01%−73,208−6.2%Reduced
Standard Life Aberdeen plc1,064,199$50.2M0.11%+8,749+0.8%Added
American Assets Capital Advisers, LLC1,027,048$48.4M4.79%+430,113+72.1%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.928,888$43.8M0.15%+54,442+6.2%Added
Morgan Stanley886,500$41.8M0.01%−970,051−52.3%Reduced
Library Research Ltd850,409$40.1M25.69%−100,000−10.5%Reduced
Legal & General Group Plc841,837$39.7M0.01%+196,138+30.4%Added
La Financiere de L'Echiquier797,900$37.6M1.27%+167,500+26.6%Added
Cartica Management, LLC691,348$32.6M6.90%−26,500−3.7%Reduced
American Century Companies Inc674,568$31.8M0.02%+15,296+2.3%Added
Tekne Capital Management, LLC644,253$30.4M6.21%+644,253New
Hel Ved Capital Management Ltd573,400$27.0M17.68%+573,400New
Toronado Partners, LLC535,325$25.2M8.04%+29,600+5.9%Added
Royal Bank of Canada509,592$24.0M0.01%−1,686−0.3%Reduced
BSN Capital Partners Ltd500,000$23.6M1.50%+500,000New
Oceanlink Management Ltd.483,284$22.8M10.64%+3,800+0.8%Added
Bridgewater Associates, LP475,940$22.4M0.13%+90,183+23.4%Added
UBS Group AG469,488$22.1M0.01%+10,262+2.2%Added
Indus Capital Partners, LLC452,838$21.4M5.20%−367,344−44.8%Reduced
Geode Capital Management, LLC441,343$20.7M0.00%+26,031+6.3%Added
Kylin Management LLC415,404$19.6M11.35%+265,504+177.1%Added
Citigroup Inc397,332$18.7M0.02%+6,834+1.8%Added
Bridger Management, LLC395,025$18.6M2.41%00.0%Unchanged
Franklin Resources Inc385,404$18.2M0.01%+3,747+1.0%Added
Group One Trading, L.P.364,340$17.2M0.32%+286,488+368.0%Added
Barings LLC362,934$17.1M0.44%−231,238−38.9%Reduced
Wellington Management Group LLP359,298$16.9M0.00%+359,298New
Centerbridge Partners, L.P.340,009$16.0M1.10%+30,000+9.7%Added
UBS Asset Management Americas Inc330,500$15.6M0.01%−8,689−2.6%Reduced
State of New Jersey Common Pension Fund D275,639$13.0M0.04%00.0%Unchanged
First Trust Advisors LP255,517$12.1M0.01%+79,496+45.2%Added
CIBC Private Wealth Group, LLC243,681$11.5M0.02%−123,378−33.6%Reduced
California Public Employees Retirement System239,450$11.3M0.01%−10,351−4.1%Reduced
Dimensional Fund Advisors LP237,549$11.2M0.00%00.0%Unchanged
Northern Trust Corp234,463$11.1M0.00%−13,399−5.4%Reduced
Credit Suisse AG227,347$10.7M0.01%−959,388−80.8%Reduced
Bank of America Corp225,122$10.6M0.00%−169,115−42.9%Reduced
BNP Paribas Arbitrage, SA220,526$10.4M0.02%+41,932+23.5%Added
Swiss National Bank219,100$10.3M0.01%−300−0.1%Reduced
Mirae Asset Global Investments Co., Ltd.205,814$9.71M0.02%−12,206−5.6%Reduced
Deutsche Bank AG202,302$9.54M0.00%+6,711+3.4%Added
Mackenzie Financial Corp198,286$9.35M0.01%+96,218+94.3%Added
Sumitomo Mitsui Trust Holdings, Inc.194,598$9.18M0.01%−14,329−6.9%Reduced
Millennium Management LLC188,329$8.88M0.01%+91,094+93.7%Added
Hidden Lake Asset Management LP187,640$8.85M4.54%+187,640New
Parametric Portfolio Associates LLC172,225$8.12M0.00%+42,637+32.9%Added
Thornburg Investment Management Inc171,984$8.11M0.10%+4,500+2.7%Added
Charles Schwab Investment Management Inc151,410$7.14M0.00%+366+0.2%Added
Selkirk Management LLC146,500$6.91M3.69%−99,000−40.3%Reduced
AQR Capital Management LLC146,499$6.91M0.01%−9,737−6.2%Reduced
Erste Asset Management GmbH151,999$6.82M0.12%+10,200+7.2%Added
Cushing Asset Management, LP144,469$6.81M0.69%+2,606+1.8%Added
Trikon Asset Management Ltd132,287$6.24M27.64%+132,287New
Kames Capital plc128,900$6.07M0.08%00.0%Unchanged
Penserra Capital Management LLC124,610$5.88M0.13%+34,809+38.8%Added
FMR LLC122,242$5.76M0.00%−9,419−7.2%Reduced
Hazelview Securities Inc.127,022$5.76M0.73%−388,709−75.4%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.106,767$4.84M0.02%+6,061+6.0%Added
KBC Group NV102,294$4.82M0.02%+84,636+479.3%Added
Pictet Asset Management SA100,500$4.74M0.00%−2,657−2.6%Reduced
Artal Group S.A.100,000$4.72M0.14%00.0%Unchanged
Repertoire Partners LP100,000$4.72M3.90%+100,000New
Segantii Capital Management Ltd99,475$4.62M0.15%−54,325−35.3%Reduced
Korea Investment CORP97,875$4.62M0.01%+15,156+18.3%Added
Bank of New York Mellon Corp92,518$4.36M0.00%−135,745−59.5%Reduced
HAP Trading, LLC88,570$4.18M0.29%+55,408+167.1%Added
Harvest Fund Management Co., Ltd87,890$4.13M0.70%+44,227+101.3%Added
Jane Street Group, LLC87,487$4.13M0.01%+18,376+26.6%Added
SG Americas Securities, LLC83,224$3.92M0.03%−7,603−8.4%Reduced
HSBC Holdings PLC82,825$3.91M0.00%−9,778−10.6%Reduced
Pinnacle Associates Ltd80,301$3.79M0.07%+6,930+9.4%Added
Great West Life Assurance Co79,886$3.75M0.01%+3,157+4.1%Added
New York State Common Retirement Fund76,310$3.60M0.00%+75,836+15,999.2%Added
Loomis Sayles & Co L P75,799$3.57M0.00%−20,979−21.7%Reduced
Schroder Investment Management Group498,103$2.94M0.00%+32,456+7.0%Added
Alliancebernstein L.P.57,380$2.71M0.00%−694,456−92.4%Reduced
JPMorgan Chase & Co56,097$2.65M0.00%−39,011−41.0%Reduced
Handelsbanken Fonder AB53,500$2.52M0.01%+2,400+4.7%Added
Zurcher Kantonalbank (Zurich Cantonalbank)50,239$2.37M0.01%+26,076+107.9%Added