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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
Library Research Ltd850,409$40.1M25.69%−100,000−10.5%Reduced
Morgan Stanley886,500$41.8M0.01%−970,051−52.3%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.928,888$43.8M0.15%+54,442+6.2%Added
American Assets Capital Advisers, LLC1,027,048$48.4M4.79%+430,113+72.1%Added
Standard Life Aberdeen plc1,064,199$50.2M0.11%+8,749+0.8%Added
Invesco Ltd.1,105,937$52.2M0.01%−73,208−6.2%Reduced
Pacer Advisors, Inc.1,106,010$52.2M0.53%+72,309+7.0%Added
Norges Bank1,124,369$53.0M0.01%−173,954−13.4%Reduced
Ranger Global Real Estate Advisors, LLC1,156,179$54.5M4.81%−364,598−24.0%Reduced
Federated Hermes, Inc.1,436,700$67.8M0.13%−400,000−21.8%Reduced
MY.Alpha Management HK Advisors Ltd1,507,690$71.1M20.29%+1,507,690New
L1 Capital Pty Ltd1,556,243$73.4M8.47%+658,515+73.4%Added
Anatole Investment Management Ltd1,653,680$78.0M4.26%+1,653,680New
State Street Corp1,830,437$86.3M0.00%+41,643+2.3%Added
Cerity Partners LLC1,867,698$88.1M1.34%+9050.0%Added
Bamco Inc2,089,057$98.5M0.21%−265,489−11.3%Reduced
Goldman Sachs Group Inc2,214,133$104.4M0.03%+1,446,044+188.3%Added
Tiger Global Management LLCSuperinvestorTiger Global Management2,572,811$121.3M0.26%00.0%Unchanged
Carmignac Gestion2,741,950$129.3M1.81%+95,202+3.6%Added
Cederberg Capital Ltd2,743,856$129.4M25.62%+12,500+0.5%Added
Nuveen Asset Management, LLC3,532,644$166.6M0.05%−382,363−9.8%Reduced
Vanguard Group Inc4,100,285$193.4M0.00%+73,311+1.8%Added
BlackRock Inc.4,440,445$209.4M0.01%+108,810+2.5%Added
Canada Pension Plan Investment Board7,176,405$338.4M0.36%+1,261,960+21.3%Added
Aspex Management (HK) Ltd7,573,258$357.2M10.92%+500,000+7.1%Added
12 West Capital Management LP7,910,578$373.1M16.55%−277,162−3.4%Reduced
Singapore Technologies Telemedia Pte Ltd15,835,680$746.8M100.00%00.0%Unchanged
Sofos Investments, Inc.940––+923+5,429.4%Added
York Capital Management Global Advisors, LLC0$00.00%−1,761,099−100.0%Sold out
Moore Capital Management, LP0$00.00%−545,999−100.0%Sold out
Wasatch Advisors Inc0$00.00%−501,072−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−442,664−100.0%Sold out
Carrhae Capital LLP0$00.00%−334,228−100.0%Sold out
Old Well Partners, LLC0$00.00%−123,900−100.0%Sold out
Berylson Capital Partners, LLC0$00.00%−115,000−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−114,262−100.0%Sold out
Employees Retirement System of Texas0$00.00%−47,000−100.0%Sold out
Andra AP-fonden0$00.00%−46,400−100.0%Sold out
Squarepoint Ops LLC0$00.00%−28,088−100.0%Sold out
CastleArk Alternatives, LLC0$00.00%−13,630−100.0%Sold out
Agf Investments Inc.0$00.00%−12,360−100.0%Sold out
Aperture Investors, LLC0$00.00%−11,493−100.0%Sold out
SG3 Management, LLC0$00.00%−10,000−100.0%Sold out
Sante Capital Fund, LP0$00.00%−8,895−100.0%Sold out
Duality Advisers, LP0$00.00%−7,872−100.0%Sold out
King Wealth0$00.00%−6,900−100.0%Sold out
Comerica Bank0$00.00%−4,238−100.0%Sold out
Thrivent Financial for Lutherans0$00.00%−4,612−100.0%Sold out
Henshaw Capital LLC0$00.00%−4,265−100.0%Sold out
Crossmark Global Holdings, Inc.0$00.00%−4,260−100.0%Sold out
Guggenheim Capital LLC0$00.00%−4,048−100.0%Sold out
Stifel Financial Corp0$00.00%−4,015−100.0%Sold out
Confluence Investment Management LLC0$00.00%−3,900−100.0%Sold out
AMP Capital Investors Ltd0$00.00%−3,820−100.0%Sold out
Cresset Asset Management, LLC0$00.00%−3,592−100.0%Sold out
XTX Topco Ltd0$00.00%−3,558−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−3,418−100.0%Sold out
Cutler Group LP0$00.00%−3,075−100.0%Sold out
Atlas Capital Advisors LLC0$00.00%−1,746−100.0%Sold out
Daiwa Securities Group Inc.0$00.00%−900−100.0%Sold out
Arkadios Wealth Advisors0$00.00%−439−100.0%Sold out
AGF Investments LLC0$00.00%−264−100.0%Sold out
Brewin Dolphin Ltd0$00.00%−85−100.0%Sold out
Harbour Investments, Inc.0$00.00%−52−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−54−100.0%Sold out
Capital Advisory Group Advisory Services, LLC0$00.00%−25−100.0%Sold out
Bell Investment Advisors, Inc0$00.00%−11−100.0%Sold out
Meeder Asset Management Inc0$00.00%−2−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−7−100.0%Sold out
Glassman Wealth Services0$00.00%−8−100.0%Sold out
B. Metzler seel. Sohn & Co. Holding AG––––Not filed
Security National Trust Co––––Not filed
Berman Capital Advisors, LLC––––Not filed