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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, Q1 2022

Institutional positions in GDS Holdings Ltd as of Mar 31, 2022. 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
208
−18 vs. Q4 2021
Shares held
89.2M
−12.4M (−12.2%) vs. Q4 2021
Total value
$3.50B
−$1.27B (−26.7%) vs. Q4 2021
New holders
38
71 more added
Sold out
56
67 more reduced

2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 208 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 heldQ1 2022: $3.50B
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, Q1 2022

Shares, value and share of portfolio for each institution holding GDS Holdings Ltd; share changes are against Q4 2021.

Institutions holding GDS in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Singapore Technologies Telemedia Pte Ltd15,835,680$621.5M100.00%00.0%Unchanged
Canada Pension Plan Investment Board8,130,225$319.1M0.43%+953,820+13.3%Added
Aspex Management (HK) Ltd7,773,359$305.1M12.45%+200,101+2.6%Added
12 West Capital Management LP7,339,990$288.1M17.51%−570,588−7.2%Reduced
BlackRock Inc.4,128,677$162.1M0.00%−311,768−7.0%Reduced
Goldman Sachs Group Inc3,722,047$146.1M0.04%+1,507,914+68.1%Added
Cederberg Capital Ltd2,743,856$107.7M26.94%00.0%Unchanged
Bamco Inc2,159,023$84.7M0.21%+69,966+3.3%Added
Morgan Stanley1,919,687$75.3M0.01%+1,033,187+116.5%Added
Cerity Partners LLC1,868,172$73.3M1.14%+4740.0%Added
Nuveen Asset Management, LLC1,626,579$63.8M0.02%−1,906,065−54.0%Reduced
State Street Corp1,589,058$62.4M0.00%−241,379−13.2%Reduced
Federated Hermes, Inc.1,436,700$56.4M0.13%00.0%Unchanged
Carmignac Gestion1,398,208$54.9M0.89%−1,343,742−49.0%Reduced
MY.Alpha Management HK Advisors Ltd1,304,576$51.2M20.12%−203,114−13.5%Reduced
Tekne Capital Management, LLC1,195,353$46.9M9.91%+551,100+85.5%Added
Library Research Ltd1,146,083$45.0M36.30%+295,674+34.8%Added
Pacer Advisors, Inc.1,143,294$44.9M0.37%+37,284+3.4%Added
Standard Life Aberdeen plc1,065,591$42.0M0.11%+1,392+0.1%Added
L1 Capital Pty Ltd1,236,401$38.8M4.70%−319,842−20.6%Reduced
Ranger Global Real Estate Advisors, LLC930,979$36.5M2.58%−225,200−19.5%Reduced
Tiger Pacific Capital LP847,022$33.2M5.78%+847,022New
Toronado Partners, LLC839,688$33.0M9.70%+304,363+56.9%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.782,391$30.7M0.11%−146,497−15.8%Reduced
Bridgewater Associates, LP708,456$27.8M0.11%+232,516+48.9%Added
Legal & General Group Plc669,141$26.3M0.01%−172,696−20.5%Reduced
American Century Companies Inc652,687$25.6M0.02%−21,881−3.2%Reduced
Deutsche Bank AG632,659$24.8M0.01%+430,357+212.7%Added
Cartica Management, LLC597,348$23.4M6.72%−94,000−13.6%Reduced
Schroder Investment Management Group521,272$22.0M0.03%+23,169+4.7%Added
CIBC Private Wealth Group, LLC509,193$20.0M0.04%+265,512+109.0%Added
Geode Capital Management, LLC463,324$18.1M0.00%+21,981+5.0%Added
La Financiere de L'Echiquier452,900$17.8M0.73%−345,000−43.2%Reduced
Wellington Management Group LLP450,881$17.7M0.00%+91,583+25.5%Added
Indus Capital Partners, LLC445,709$17.5M7.12%−7,129−1.6%Reduced
Vanguard Group Inc419,122$16.5M0.00%−3,681,163−89.8%Reduced
Citigroup Inc377,731$14.8M0.02%−19,601−4.9%Reduced
Franklin Resources Inc372,480$14.6M0.01%−12,924−3.4%Reduced
American Assets Capital Advisers, LLC370,019$14.5M1.71%−657,029−64.0%Reduced
Barings LLC362,934$14.2M0.43%00.0%Unchanged
UBS Asset Management Americas Inc341,729$13.4M0.01%+11,229+3.4%Added
Centerbridge Partners, L.P.340,009$13.3M1.10%00.0%Unchanged
UBS Group AG315,748$12.4M0.01%−153,740−32.7%Reduced
Credit Suisse AG286,187$11.2M0.01%+58,840+25.9%Added
State of New Jersey Common Pension Fund D275,639$10.8M0.03%00.0%Unchanged
Carrhae Capital LLP259,164$10.2M4.64%+259,164New
Swiss National Bank242,300$9.51M0.01%+23,200+10.6%Added
Northern Trust Corp241,408$9.47M0.00%+6,945+3.0%Added
First Trust Advisors LP240,325$9.43M0.01%−15,192−5.9%Reduced
Mirae Asset Global Investments Co., Ltd.239,724$9.41M0.02%+33,910+16.5%Added
Dimensional Fund Advisors LP237,549$9.34M0.00%00.0%Unchanged
Parametric Portfolio Associates LLC208,065$8.17M0.00%+35,840+20.8%Added
Sumitomo Mitsui Trust Holdings, Inc.207,100$8.13M0.01%+12,502+6.4%Added
Coatue Management LLCSuperinvestorCoatue Management202,112$7.93M0.06%+202,112New
BNP Paribas Arbitrage, SA201,188$7.90M0.02%−19,338−8.8%Reduced
Barclays PLC192,380$7.55M0.01%+192,380New
Royal Bank of Canada185,896$7.30M0.00%−323,696−63.5%Reduced
Erste Asset Management GmbH163,999$6.97M0.13%+12,000+7.9%Added
Bank of America Corp177,083$6.95M0.00%−48,039−21.3%Reduced
JPMorgan Chase & Co169,975$6.67M0.00%+113,878+203.0%Added
Ardsley Advisory Partners LP165,000$6.48M1.33%+165,000New
Invesco Ltd.163,413$6.41M0.00%−942,524−85.2%Reduced
Collaborative Holdings Management LP155,588$6.11M9.57%+155,588New
Bridger Management, LLC150,000$5.89M0.97%−245,025−62.0%Reduced
Selkirk Management LLC146,500$5.75M3.63%00.0%Unchanged
Ergoteles LLC135,417$5.32M0.20%+129,689+2,264.1%Added
Kames Capital plc128,900$5.05M0.07%00.0%Unchanged
HSBC Holdings PLC119,390$4.70M0.01%+36,565+44.1%Added
FMR LLC116,351$4.57M0.00%−5,891−4.8%Reduced
Penserra Capital Management LLC115,859$4.55M0.11%−8,751−7.0%Reduced
KBC Group NV114,134$4.48M0.02%+11,840+11.6%Added
Partners Capital Investment Group, LLP113,952$4.47M0.22%+113,952New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.106,206$4.17M0.02%−561−0.5%Reduced
Bank of New York Mellon Corp100,944$3.96M0.00%+8,426+9.1%Added
Pictet Asset Management SA100,900$3.96M0.00%+400+0.4%Added
Pinnacle Associates Ltd100,181$3.93M0.07%+19,880+24.8%Added
Cushing Asset Management, LP90,523$3.55M0.32%−53,946−37.3%Reduced
Great West Life Assurance Co86,786$3.54M0.01%+6,900+8.6%Added
Resonate Capital, LLC82,577$3.24M2.88%+38,866+88.9%Added
Point72 Hong Kong Ltd80,495$3.16M0.29%+80,495New
New York State Common Retirement Fund76,310$3.00M0.00%00.0%Unchanged
Handelsbanken Fonder AB70,900$2.78M0.02%+17,400+32.5%Added
Loomis Sayles & Co L P68,663$2.69M0.00%−7,136−9.4%Reduced
Waterfront Capital Partners, LLC68,446$2.69M0.17%+68,446New
Korea Investment CORP67,186$2.64M0.01%−30,689−31.4%Reduced
Alden Global Capital LLC58,200$2.28M2.70%+58,200New
Millennium Management LLC57,277$2.25M0.00%−131,052−69.6%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)54,039$2.12M0.01%+3,800+7.6%Added
Swedbank AB53,714$2.11M0.00%+7,599+16.5%Added
Colony Capital, Inc.51,336$2.02M0.27%+36,086+236.6%Added
E Fund Management (Hong Kong) Co., Ltd.52,305$1.81M1.15%+30,138+136.0%Added
Bank of Montreal41,246$1.74M0.00%+12,134+41.7%Added
Aviva PLC41,580$1.63M0.01%+400+1.0%Added
ETF Managers Group, LLC37,960$1.60M0.03%−2,982−7.3%Reduced
PEAK6 Investments LLC39,700$1.56M0.05%+39,700New
British Columbia Investment Management Corp37,300$1.46M0.01%00.0%Unchanged
Centersquare Investment Management LLC35,750$1.40M0.01%−11,290−24.0%Reduced
HAP Trading, LLC35,301$1.39M0.16%−53,269−60.1%Reduced
Davidson Kempner Capital Management LP32,689$1.28M0.02%+6,436+24.5%Added
California State Teachers Retirement System31,818$1.25M0.00%+572+1.8%Added