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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 2022

Institutional positions in GDS Holdings Ltd as of Jun 30, 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
172
−34 vs. Q1 2022
Shares held
79.8M
−9.29M (−10.4%) vs. Q1 2022
Total value
$2.66B
−$824.0M (−23.6%) vs. Q1 2022
New holders
30
44 more added
Sold out
64
69 more reduced

2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 2022: 172 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 2022: $2.66B
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 2022

Shares, value and share of portfolio for each institution holding GDS Holdings Ltd; share changes are against Q1 2022.

Institutions holding GDS in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.75,709$2.53M0.01%−30,497−28.7%Reduced
New York State Common Retirement Fund76,310$2.55M0.00%00.0%Unchanged
FIL Ltd78,089$2.61M0.00%+78,089New
Pictet Asset Management SA80,000$2.67M0.00%−20,900−20.7%Reduced
Qube Research & Technologies Ltd80,956$2.70M0.02%+80,956New
Pinnacle Associates Ltd85,358$2.85M0.06%−14,823−14.8%Reduced
Partners Capital Investment Group, LLP85,550$2.86M0.19%−28,402−24.9%Reduced
SG Americas Securities, LLC89,332$2.98M0.04%+81,658+1,064.1%Added
Cushing Asset Management, LP93,823$3.13M0.32%+3,300+3.6%Added
Citadel Advisors LLC93,837$3.13M0.00%+65,213+227.8%Added
Resonate Capital, LLC95,260$3.18M3.52%+12,683+15.4%Added
HAP Trading, LLC98,070$3.27M0.41%+62,769+177.8%Added
Great West Life Assurance Co99,886$3.33M0.01%+13,100+15.1%Added
Selkirk Management LLC111,000$3.71M4.35%−35,500−24.2%Reduced
KBC Group NV112,532$3.76M0.02%−1,602−1.4%Reduced
Bank of America Corp139,634$4.66M0.00%−37,449−21.1%Reduced
Penserra Capital Management LLC139,688$4.66M0.13%+23,829+20.6%Added
Invesco Ltd.143,849$4.80M0.00%−19,564−12.0%Reduced
Legal & General Group Plc154,614$5.16M0.00%−514,527−76.9%Reduced
Erste Asset Management GmbH163,999$5.45M0.12%00.0%Unchanged
CIBC World Markets Corp163,300$5.45M0.05%+163,300New
Barclays PLC171,164$5.71M0.01%−21,216−11.0%Reduced
Alyeska Investment Group, L.P.173,286$5.79M0.07%+173,286New
Cartica Management, LLC191,348$6.39M2.48%−406,000−68.0%Reduced
D. E. Shaw & Co., Inc.201,182$6.72M0.01%+201,182New
Millennium Management LLC207,787$6.94M0.01%+150,510+262.8%Added
Mirae Asset Global Investments Co., Ltd.220,714$7.37M0.02%−19,010−7.9%Reduced
Royal Bank of Canada223,509$7.46M0.00%+37,613+20.2%Added
UBS Group AG226,614$7.57M0.00%−89,134−28.2%Reduced
Dimensional Fund Advisors LP234,293$7.82M0.00%−3,256−1.4%Reduced
State of New Jersey Common Pension Fund D238,300$7.96M0.03%−37,339−13.5%Reduced
American Assets Capital Advisers, LLC240,889$8.04M1.21%−129,130−34.9%Reduced
La Financiere de L'Echiquier246,000$8.21M0.49%−206,900−45.7%Reduced
First Trust Advisors LP285,124$9.52M0.01%+44,799+18.6%Added
Centerbridge Partners, L.P.340,009$11.4M1.01%00.0%Unchanged
Standard Life Aberdeen plc366,255$12.2M0.04%−699,336−65.6%Reduced
Franklin Resources Inc371,324$12.4M0.01%−1,156−0.3%Reduced
Credit Suisse AG376,585$12.6M0.01%+90,398+31.6%Added
Geode Capital Management, LLC432,355$14.4M0.00%−30,969−6.7%Reduced
Coatue Management LLCSuperinvestorCoatue Management439,039$14.7M0.18%+236,927+117.2%Added
State Street Corp440,312$14.7M0.00%−1,148,746−72.3%Reduced
CIBC Private Wealth Group, LLC459,405$15.3M0.04%−49,788−9.8%Reduced
Deutsche Bank AG490,671$16.4M0.01%−141,988−22.4%Reduced
Assenagon Asset Management S.A.517,766$17.3M0.07%+517,766New
Schroder Investment Management Group524,103$17.5M0.03%+2,831+0.5%Added
Antipodes Partners Ltd527,934$17.6M0.73%+527,934New
Nuveen Asset Management, LLC580,095$19.4M0.01%−1,046,484−64.3%Reduced
Tiger Pacific Capital LP605,769$20.2M3.50%−241,253−28.5%Reduced
Wellington Management Group LLP635,945$21.2M0.00%+185,064+41.0%Added
American Century Companies Inc643,171$21.5M0.02%−9,516−1.5%Reduced
Bridgewater Associates, LP709,079$23.7M0.10%+623+0.1%Added
FMR LLC711,232$23.7M0.00%+594,881+511.3%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.782,006$26.1M0.10%−3850.0%Reduced
Ranger Global Real Estate Advisors, LLC930,979$31.1M2.94%00.0%Unchanged
MY.Alpha Management HK Advisors Ltd1,013,378$33.8M8.91%−291,198−22.3%Reduced
Library Research Ltd1,014,306$33.9M24.14%−131,777−11.5%Reduced
Ward Ferry Management (BVI) Ltd1,016,800$34.0M3.19%+1,016,800New
Toronado Partners, LLC1,052,153$35.1M11.45%+212,465+25.3%Added
Pacer Advisors, Inc.1,162,775$38.8M0.29%+19,481+1.7%Added
Tekne Capital Management, LLC1,195,353$39.9M13.61%00.0%Unchanged
Bamco Inc1,229,442$41.1M0.13%−929,581−43.1%Reduced
Morgan Stanley1,245,554$41.6M0.01%−674,133−35.1%Reduced
Citigroup Inc1,257,354$42.0M0.06%+879,623+232.9%Added
Federated Hermes, Inc.1,591,500$53.1M0.14%+154,800+10.8%Added
Cerity Partners LLC1,867,992$62.4M0.73%−1800.0%Reduced
BlackRock Inc.2,536,392$84.7M0.00%−1,592,285−38.6%Reduced
Cederberg Capital Ltd2,743,856$91.6M24.28%00.0%Unchanged
Goldman Sachs Group Inc3,435,249$114.7M0.03%−286,798−7.7%Reduced
12 West Capital Management LP7,336,311$245.0M20.87%−3,679−0.1%Reduced
Aspex Management (HK) Ltd8,052,216$268.9M6.78%+278,857+3.6%Added
Canada Pension Plan Investment Board8,531,570$284.9M0.47%+401,345+4.9%Added
Singapore Technologies Telemedia Pte Ltd15,835,680$528.8M100.00%00.0%Unchanged
Carmignac Gestion0$00.00%−1,398,208−100.0%Sold out
L1 Capital Pty Ltd0$00.00%−1,236,401−100.0%Sold out
Indus Capital Partners, LLC0$00.00%−445,709−100.0%Sold out
Vanguard Group Inc0$00.00%−419,122−100.0%Sold out
Carrhae Capital LLP0$00.00%−259,164−100.0%Sold out
Sumitomo Mitsui Trust Holdings, Inc.0$00.00%−207,100−100.0%Sold out
Ardsley Advisory Partners LP0$00.00%−165,000−100.0%Sold out
Bridger Management, LLC0$00.00%−150,000−100.0%Sold out
Ergoteles LLC0$00.00%−135,417−100.0%Sold out
Kames Capital plc0$00.00%−128,900−100.0%Sold out
Bank of New York Mellon Corp0$00.00%−100,944−100.0%Sold out
Waterfront Capital Partners, LLC0$00.00%−68,446−100.0%Sold out
Korea Investment CORP0$00.00%−67,186−100.0%Sold out
Alden Global Capital LLC0$00.00%−58,200−100.0%Sold out
E Fund Management (Hong Kong) Co., Ltd.0$00.00%−52,305−100.0%Sold out
Aviva PLC0$00.00%−41,580−100.0%Sold out
PEAK6 Investments LLC0$00.00%−39,700−100.0%Sold out
British Columbia Investment Management Corp0$00.00%−37,300−100.0%Sold out
Davidson Kempner Capital Management LP0$00.00%−32,689−100.0%Sold out
California State Teachers Retirement System0$00.00%−31,818−100.0%Sold out
Aperture Investors, LLC0$00.00%−28,675−100.0%Sold out
Public Sector Pension Investment Board0$00.00%−28,578−100.0%Sold out
Mitsubishi UFJ Trust & Banking Corp0$00.00%−26,297−100.0%Sold out
SEI Investments Co0$00.00%−23,506−100.0%Sold out
Ameriprise Financial Inc0$00.00%−19,256−100.0%Sold out
Virtu Financial LLC0$00.00%−18,877−100.0%Sold out
Capricorn Fund Managers Ltd0$00.00%−18,125−100.0%Sold out
Aaron Wealth Advisors0$00.00%−27,749−100.0%Sold out