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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 2022

Institutional positions in GDS Holdings Ltd as of Dec 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
147
+12 vs. Q3 2022
Shares held
72.5M
+2.92M (+4.2%) vs. Q3 2022
Total value
$1.49B
+$270.3M (+22.1%) vs. Q3 2022
New holders
41
43 more added
Sold out
29
41 more reduced

1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 147 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 2022: $1.49B
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 2022

Shares, value and share of portfolio for each institution holding GDS Holdings Ltd; share changes are against Q3 2022.

Institutions holding GDS in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Singapore Technologies Telemedia Pte Ltd15,835,680$326.5M100.00%00.0%Unchanged
Aspex Management (HK) Ltd9,092,216$187.5M5.25%+1,000,000+12.4%Added
Canada Pension Plan Investment Board8,531,570$175.9M0.31%00.0%Unchanged
12 West Capital Management LP6,741,559$139.0M14.05%−376,325−5.3%Reduced
Carlyle Group Inc.3,777,424$77.9M2.27%+3,777,424New
Goldman Sachs Group Inc3,595,262$74.1M0.02%−97,774−2.6%Reduced
Cederberg Capital Ltd2,152,356$44.4M14.75%−213,500−9.0%Reduced
Tekne Capital Management, LLC2,018,915$41.6M14.00%+823,562+68.9%Added
Cerity Partners LLC1,891,807$39.0M0.25%+24,010+1.3%Added
Federated Hermes, Inc.1,745,300$36.0M0.10%−56,658−3.1%Reduced
Citigroup Inc1,590,020$32.8M0.05%+726,492+84.1%Added
Bank of America Corp1,562,795$32.2M0.00%+1,227,878+366.6%Added
Bamco Inc1,080,479$22.3M0.07%−135,904−11.2%Reduced
Morgan Stanley928,565$19.1M0.00%−27,251−2.9%Reduced
Wolverine Trading, LLC921,831$19.0M0.32%+921,831New
Library Research Ltd786,199$16.2M21.44%00.0%Unchanged
Nuveen Asset Management, LLC708,352$14.6M0.01%+101,900+16.8%Added
Electron Capital Partners, LLC538,049$11.1M0.50%+538,049New
BlackRock Inc.524,145$10.8M0.00%+241,971+85.8%Added
Bridgewater Associates, LP514,810$10.6M0.06%−250,373−32.7%Reduced
Millennium Management LLC434,378$8.96M0.01%+64,280+17.4%Added
Ranger Global Real Estate Advisors, LLC487,957$8.62M1.25%−441,897−47.5%Reduced
Collaborative Holdings Management LP371,000$7.65M19.33%+371,000New
Franklin Resources Inc368,346$7.60M0.00%−2,825−0.8%Reduced
Centerbridge Partners, L.P.340,009$7.01M0.70%00.0%Unchanged
Mass Ave Global Inc.315,691$6.51M2.21%+315,691New
State Street Corp303,272$6.25M0.00%−117,433−27.9%Reduced
Swedbank AB263,056$5.42M0.01%+163,491+164.2%Added
Mirae Asset Global Investments Co., Ltd.252,363$5.20M0.01%−2,802−1.1%Reduced
State of New Jersey Common Pension Fund D238,300$4.91M0.02%00.0%Unchanged
UBS Group AG202,995$4.19M0.00%−754−0.4%Reduced
Penserra Capital Management LLC201,109$4.15M0.09%+70,722+54.2%Added
Dimensional Fund Advisors LP186,759$3.85M0.00%−35,126−15.8%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.181,513$3.74M0.01%−345,767−65.6%Reduced
Credit Suisse AG173,304$3.57M0.00%−166,005−48.9%Reduced
Deutsche Bank AG172,228$3.55M0.00%+116,508+209.1%Added
Jane Street Group, LLC171,787$3.54M0.01%+105,281+158.3%Added
Wellington Management Group LLP164,840$3.40M0.00%−320,604−66.0%Reduced
Legal & General Group Plc153,625$3.17M0.00%+4,877+3.3%Added
LMR Partners LLP143,664$3.02M0.07%+143,664New
JPMorgan Chase & Co142,552$2.94M0.00%+135,814+2,015.6%Added
Selkirk Management LLC111,100$2.29M3.11%+100+0.1%Added
Invesco Ltd.109,555$2.26M0.00%−19,285−15.0%Reduced
Parallax Volatility Advisers, L.P.106,699$2.20M0.06%+33,815+46.4%Added
Barclays PLC100,578$2.07M0.00%+15,892+18.8%Added
Geode Capital Management, LLC97,512$2.03M0.00%−15,146−13.4%Reduced
Cushing Asset Management, LP97,923$2.02M0.19%+70,400+255.8%Added
Pinnacle Associates Ltd97,148$2.00M0.04%−6,590−6.4%Reduced
Coatue Management LLCSuperinvestorCoatue Management93,764$1.93M0.02%+93,764New
Cannon Global Investment Management, LLC90,600$1.87M2.78%+90,600New
Royal Bank of Canada86,756$1.79M0.00%−78,461−47.5%Reduced
Berylson Capital Partners, LLC85,000$1.75M5.11%+85,000New
Resonate Capital, LLC83,448$1.72M2.81%−9,152−9.9%Reduced
KBC Group NV73,382$1.51M0.01%−3,405−4.4%Reduced
Loomis Sayles & Co L P73,154$1.51M0.00%+12,015+19.7%Added
Point72 Hong Kong Ltd68,495$1.41M0.46%+68,495New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.55,709$1.32M0.00%00.0%Unchanged
Citadel Advisors LLC57,206$1.18M0.00%−41,364−42.0%Reduced
Group One Trading, L.P.56,323$1.16M0.04%−100,202−64.0%Reduced
Standard Life Aberdeen plc55,215$1.14M0.00%00.0%Unchanged
Partners Capital Investment Group, LLP55,170$1.14M0.05%−30,380−35.5%Reduced
BNP Paribas Arbitrage, SA49,011$1.01M0.00%+49,011New
Robeco Institutional Asset Management B.V.48,553$1.00M0.00%+48,553New
D. E. Shaw & Co., Inc.47,861$986.9K0.00%−28,849−37.6%Reduced
HSBC Holdings PLC46,911$967.3K0.00%+46,911New
Long Corridor Asset Management Ltd40,700$839.2K0.94%+40,700New
Northern Trust Corp40,648$838.2K0.00%+2,813+7.4%Added
Evolution Capital Management LLC38,875$801.6K2.77%+38,875New
Qube Research & Technologies Ltd37,811$779.7K0.00%−290,179−88.5%Reduced
Susquehanna International Group Ltd.34,119$703.5K0.32%+22,142+184.9%Added
First Trust Advisors LP33,671$694.3K0.00%−231,761−87.3%Reduced
Great West Life Assurance Co31,986$664.0K0.00%+7,400+30.1%Added
Tudor Investment Corp Et Al30,031$619.0K0.02%+30,031New
Greenleaf Trust28,040$578.0K0.01%+16,520+143.4%Added
HAP Trading, LLC28,001$577.0K0.09%−144,581−83.8%Reduced
Veriti Management LLC26,364$543.6K0.07%+26,364New
Trexquant Investment LP26,273$541.7K0.02%+26,273New
Wetherby Asset Management Inc24,022$495.3K0.03%+12,544+109.3%Added
UBS Asset Management Americas Inc17,514$361.1K0.00%+7,142+68.9%Added
Squarepoint Ops LLC16,683$344.0K0.00%+16,683New
Caisse de Depot Et Placement du Quebec16,464$339.5K0.00%−4,900−22.9%Reduced
Handelsbanken Fonder AB16,400$338.0K0.00%+3,800+30.2%Added
Renaissance Technologies LLC16,300$336.0K0.00%+16,300New
Virtu Financial LLC15,179$313.0K0.04%+15,179New
Vident Investment Advisory, LLC14,459$298.1K0.01%+3,576+32.9%Added
Raymond James & Associates13,996$288.6K0.00%+13,996New
US Bancorp13,518$278.7K0.00%+8,424+165.4%Added
Stifel Financial Corp13,227$272.7K0.00%+13,227New
Susquehanna International Group, LLP13,199$272.2K0.00%−22,608−63.1%Reduced
CastleKnight Management LP12,600$259.8K0.08%00.0%Unchanged
Alberta Investment Management Corp12,500$257.8K0.00%00.0%Unchanged
Signaturefd, LLC12,498$257.7K0.01%+7,003+127.4%Added
Natixis12,332$254.3K0.00%+12,332New
Erste Asset Management GmbH12,000$252.4K0.01%−151,999−92.7%Reduced
Mariner, LLC12,001$247.0K0.00%+12,001New
Raymond James Financial Services Advisors, Inc.11,821$243.7K0.00%+11,821New
Profund Advisors LLC11,108$229.0K0.01%−8,822−44.3%Reduced
XY Capital Ltd10,738$221.4K0.18%+10,738New
Tower Research Capital LLC (TRC)10,055$208.0K0.01%−5,332−34.7%Reduced
Quent Capital, LLC10,000$206.2K0.04%00.0%Unchanged