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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
Cederberg Capital Ltd2,743,856$107.7M26.94%00.0%Unchanged
Goldman Sachs Group Inc3,722,047$146.1M0.04%+1,507,914+68.1%Added
BlackRock Inc.4,128,677$162.1M0.00%−311,768−7.0%Reduced
12 West Capital Management LP7,339,990$288.1M17.51%−570,588−7.2%Reduced
Aspex Management (HK) Ltd7,773,359$305.1M12.45%+200,101+2.6%Added
Canada Pension Plan Investment Board8,130,225$319.1M0.43%+953,820+13.3%Added
Singapore Technologies Telemedia Pte Ltd15,835,680$621.5M100.00%00.0%Unchanged
DekaBank Deutsche Girozentrale4,915––−234−4.5%Reduced
Repertoire Partners LP0$00.00%−100,000−100.0%Sold out
Tiger Global Management LLCSuperinvestorTiger Global Management0$00.00%−2,572,811−100.0%Sold out
Anatole Investment Management Ltd0$00.00%−1,653,680−100.0%Sold out
Norges Bank0$00.00%−1,124,369−100.0%Sold out
BSN Capital Partners Ltd0$00.00%−500,000−100.0%Sold out
Oceanlink Management Ltd.0$00.00%−483,284−100.0%Sold out
California Public Employees Retirement System0$00.00%−239,450−100.0%Sold out
Mackenzie Financial Corp0$00.00%−198,286−100.0%Sold out
Hidden Lake Asset Management LP0$00.00%−187,640−100.0%Sold out
Thornburg Investment Management Inc0$00.00%−171,984−100.0%Sold out
Charles Schwab Investment Management Inc0$00.00%−151,410−100.0%Sold out
AQR Capital Management LLC0$00.00%−146,499−100.0%Sold out
Trikon Asset Management Ltd0$00.00%−132,287−100.0%Sold out
Hazelview Securities Inc.0$00.00%−127,022−100.0%Sold out
Artal Group S.A.0$00.00%−100,000−100.0%Sold out
Segantii Capital Management Ltd0$00.00%−99,475−100.0%Sold out
Harvest Fund Management Co., Ltd0$00.00%−87,890−100.0%Sold out
Cooper Investors Pty Ltd0$00.00%−48,842−100.0%Sold out
Zeno Research, LLC0$00.00%−44,901−100.0%Sold out
Twinbeech Capital LP0$00.00%−38,058−100.0%Sold out
Neuberger Berman Group LLC0$00.00%−35,502−100.0%Sold out
Westpac Banking Corp0$00.00%−31,324−100.0%Sold out
LMR Partners LLP0$00.00%−29,450−100.0%Sold out
GAM Holding AG0$00.00%−27,000−100.0%Sold out
E Fund Management Co., Ltd.0$00.00%−22,167−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−19,873−100.0%Sold out
Advisors Asset Management, Inc.0$00.00%−19,175−100.0%Sold out
Engineers Gate Manager LP0$00.00%−18,942−100.0%Sold out
E. Ohman J:or Asset Management AB0$00.00%−18,500−100.0%Sold out
Brinker Capital Investments, LLC0$00.00%−17,991−100.0%Sold out
Atom Investors LP0$00.00%−14,199−100.0%Sold out
Marathon Trading Investment Management LLC0$00.00%−9,920−100.0%Sold out
Greenleaf Trust0$00.00%−9,560−100.0%Sold out
Aigen Investment Management, LP0$00.00%−7,680−100.0%Sold out
Quadrature Capital Ltd0$00.00%−7,608−100.0%Sold out
Dai-Ichi Life Insurance Company, Ltd0$00.00%−6,908−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−6,334−100.0%Sold out
Long Corridor Asset Management Ltd0$00.00%−5,500−100.0%Sold out
Solstein Capital, LLC0$00.00%−4,940−100.0%Sold out
Bickling Financial Services, Inc.0$00.00%−4,625−100.0%Sold out
Rafferty Asset Management, LLC0$00.00%−4,530−100.0%Sold out
Paragon Capital Management Ltd0$00.00%−4,512−100.0%Sold out
Jackson Square Partners, LLC0$00.00%−3,369−100.0%Sold out
Eaton Vance Management0$00.00%−693−100.0%Sold out
Cohen & Steers, Inc.0$00.00%−584−100.0%Sold out
Kings Point Capital Management0$00.00%−600−100.0%Sold out
Lazard Asset Management LLC0$00.00%−406−100.0%Sold out
GW&K Investment Management, LLC0$00.00%−262−100.0%Sold out
CoreCap Advisors, LLC0$00.00%−121−100.0%Sold out
Koshinski Asset Management, Inc.0$00.00%−46−100.0%Sold out
Thomas J. Herzfeld Advisors, Inc.0$00.00%−34−100.0%Sold out
RGT Wealth Advisors, LLC0$00.00%−28−100.0%Sold out
Fortitude Advisory Group L.L.C.0$00.00%−17−100.0%Sold out
Johnson Financial Group, Inc.0$00.00%−3−100.0%Sold out
Hudock, Inc.0$00.00%−18−100.0%Sold out
Sofos Investments, Inc.0$00.00%−940−100.0%Sold out
Hel Ved Capital Management Ltd––––Not filed
Kylin Management LLC––––Not filed