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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
Cushing Asset Management, LP97,923$2.02M0.19%+70,400+255.8%Added
Geode Capital Management, LLC97,512$2.03M0.00%−15,146−13.4%Reduced
Barclays PLC100,578$2.07M0.00%+15,892+18.8%Added
Parallax Volatility Advisers, L.P.106,699$2.20M0.06%+33,815+46.4%Added
Invesco Ltd.109,555$2.26M0.00%−19,285−15.0%Reduced
Selkirk Management LLC111,100$2.29M3.11%+100+0.1%Added
JPMorgan Chase & Co142,552$2.94M0.00%+135,814+2,015.6%Added
LMR Partners LLP143,664$3.02M0.07%+143,664New
Legal & General Group Plc153,625$3.17M0.00%+4,877+3.3%Added
Wellington Management Group LLP164,840$3.40M0.00%−320,604−66.0%Reduced
Jane Street Group, LLC171,787$3.54M0.01%+105,281+158.3%Added
Deutsche Bank AG172,228$3.55M0.00%+116,508+209.1%Added
Credit Suisse AG173,304$3.57M0.00%−166,005−48.9%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.181,513$3.74M0.01%−345,767−65.6%Reduced
Dimensional Fund Advisors LP186,759$3.85M0.00%−35,126−15.8%Reduced
Penserra Capital Management LLC201,109$4.15M0.09%+70,722+54.2%Added
UBS Group AG202,995$4.19M0.00%−754−0.4%Reduced
State of New Jersey Common Pension Fund D238,300$4.91M0.02%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.252,363$5.20M0.01%−2,802−1.1%Reduced
Swedbank AB263,056$5.42M0.01%+163,491+164.2%Added
State Street Corp303,272$6.25M0.00%−117,433−27.9%Reduced
Mass Ave Global Inc.315,691$6.51M2.21%+315,691New
Centerbridge Partners, L.P.340,009$7.01M0.70%00.0%Unchanged
Franklin Resources Inc368,346$7.60M0.00%−2,825−0.8%Reduced
Collaborative Holdings Management LP371,000$7.65M19.33%+371,000New
Ranger Global Real Estate Advisors, LLC487,957$8.62M1.25%−441,897−47.5%Reduced
Millennium Management LLC434,378$8.96M0.01%+64,280+17.4%Added
Bridgewater Associates, LP514,810$10.6M0.06%−250,373−32.7%Reduced
BlackRock Inc.524,145$10.8M0.00%+241,971+85.8%Added
Electron Capital Partners, LLC538,049$11.1M0.50%+538,049New
Nuveen Asset Management, LLC708,352$14.6M0.01%+101,900+16.8%Added
Library Research Ltd786,199$16.2M21.44%00.0%Unchanged
Wolverine Trading, LLC921,831$19.0M0.32%+921,831New
Morgan Stanley928,565$19.1M0.00%−27,251−2.9%Reduced
Bamco Inc1,080,479$22.3M0.07%−135,904−11.2%Reduced
Bank of America Corp1,562,795$32.2M0.00%+1,227,878+366.6%Added
Citigroup Inc1,590,020$32.8M0.05%+726,492+84.1%Added
Federated Hermes, Inc.1,745,300$36.0M0.10%−56,658−3.1%Reduced
Cerity Partners LLC1,891,807$39.0M0.25%+24,010+1.3%Added
Tekne Capital Management, LLC2,018,915$41.6M14.00%+823,562+68.9%Added
Cederberg Capital Ltd2,152,356$44.4M14.75%−213,500−9.0%Reduced
Goldman Sachs Group Inc3,595,262$74.1M0.02%−97,774−2.6%Reduced
Carlyle Group Inc.3,777,424$77.9M2.27%+3,777,424New
12 West Capital Management LP6,741,559$139.0M14.05%−376,325−5.3%Reduced
Canada Pension Plan Investment Board8,531,570$175.9M0.31%00.0%Unchanged
Aspex Management (HK) Ltd9,092,216$187.5M5.25%+1,000,000+12.4%Added
Singapore Technologies Telemedia Pte Ltd15,835,680$326.5M100.00%00.0%Unchanged
Pacer Advisors, Inc.0$00.00%−1,327,091−100.0%Sold out
Toronado Partners, LLC0$00.00%−967,472−100.0%Sold out
CIBC Private Wealth Group, LLC0$00.00%−319,145−100.0%Sold out
Assenagon Asset Management S.A.0$00.00%−295,469−100.0%Sold out
MY.Alpha Management HK Advisors Ltd0$00.00%−260,901−100.0%Sold out
American Assets Capital Advisers, LLC0$00.00%−240,889−100.0%Sold out
Capricorn Fund Managers Ltd0$00.00%−130,134−100.0%Sold out
Tiger Pacific Capital LP0$00.00%−123,840−100.0%Sold out
Optimas Capital Ltd0$00.00%−107,800−100.0%Sold out
SG Americas Securities, LLC0$00.00%−105,476−100.0%Sold out
Twinbeech Capital LP0$00.00%−81,985−100.0%Sold out
New York State Common Retirement Fund0$00.00%−75,836−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−69,134−100.0%Sold out
ETF Managers Group, LLC0$00.00%−44,467−100.0%Sold out
Creative Planning0$00.00%−38,704−100.0%Sold out
Centersquare Investment Management LLC0$00.00%−27,500−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−22,648−100.0%Sold out
XTX Topco Ltd0$00.00%−20,543−100.0%Sold out
Bank of Montreal0$00.00%−14,936−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−18,091−100.0%Sold out
QVT Financial LP0$00.00%−17,700−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−17,127−100.0%Sold out
Engineers Gate Manager LP0$00.00%−17,107−100.0%Sold out
Boston Partners0$00.00%−30,339−100.0%Sold out
Shell Asset Management Co0$00.00%−1,300−100.0%Sold out
Zurcher Kantonalbank (Zurich Cantonalbank)0$00.00%−383−100.0%Sold out
Cowen and Company, LLC0$00.00%−14,600−100.0%Sold out
Evoke Wealth, LLC0$00.00%−30−100.0%Sold out
JFS Wealth Advisors, LLC0$00.00%−28−100.0%Sold out
Wipfli Financial Advisors LLC,––––Not filed