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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 2023

Institutional positions in GDS Holdings Ltd as of Mar 31, 2023. 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
136
−9 vs. Q4 2022
Shares held
71.3M
−771.4K (−1.1%) vs. Q4 2022
Total value
$1.33B
−$154.5M (−10.4%) vs. Q4 2022
New holders
16
48 more added
Sold out
25
47 more reduced

2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 136 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 2023: $1.33B
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 2023

Shares, value and share of portfolio for each institution holding GDS Holdings Ltd; share changes are against Q4 2022.

Institutions holding GDS in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Singapore Technologies Telemedia Pte Ltd15,835,680$295.5M100.00%00.0%Unchanged
Aspex Management (HK) Ltd8,773,031$163.7M4.02%−319,185−3.5%Reduced
Canada Pension Plan Investment Board8,328,005$155.4M0.25%−203,565−2.4%Reduced
12 West Capital Management LP6,221,854$116.1M9.98%−519,705−7.7%Reduced
Carlyle Group Inc.4,072,624$76.0M2.27%+295,200+7.8%Added
Goldman Sachs Group Inc3,341,255$62.3M0.02%−254,007−7.1%Reduced
Tekne Capital Management, LLC2,145,726$40.0M10.93%+126,811+6.3%Added
Cederberg Capital Ltd2,123,005$39.6M13.47%−29,351−1.4%Reduced
Bank of America Corp1,970,537$36.8M0.00%+407,742+26.1%Added
Cerity Partners LLC1,891,313$35.3M0.16%−4940.0%Reduced
Federated Hermes, Inc.1,745,300$32.6M0.08%00.0%Unchanged
Citigroup Inc1,628,406$30.4M0.04%+38,386+2.4%Added
Electron Capital Partners, LLC1,472,190$27.5M1.65%+934,141+173.6%Added
Library Research Ltd786,199$14.7M23.07%00.0%Unchanged
Citadel Advisors LLC746,515$13.9M0.02%+689,309+1,205.0%Added
Morgan Stanley713,474$13.3M0.00%−215,091−23.2%Reduced
Nuveen Asset Management, LLC711,752$13.3M0.00%+3,400+0.5%Added
BlackRock Inc.515,321$9.62M0.00%−8,824−1.7%Reduced
Ranger Global Real Estate Advisors, LLC487,957$9.11M1.20%00.0%Unchanged
Marshall Wace, LLP452,879$8.45M0.02%+452,879New
Balyasny Asset Management LLC444,376$8.29M0.03%+444,376New
Franklin Resources Inc368,379$6.87M0.00%+330.0%Added
Centerbridge Partners, L.P.340,009$6.34M0.62%00.0%Unchanged
UBS Group AG335,172$6.25M0.00%+132,177+65.1%Added
Deutsche Bank AG334,927$6.25M0.00%+162,699+94.5%Added
Bridgewater Associates, LP324,979$6.06M0.04%−189,831−36.9%Reduced
Collaborative Holdings Management LP305,000$5.69M22.24%−66,000−17.8%Reduced
State of New Jersey Common Pension Fund D283,300$5.29M0.02%+45,000+18.9%Added
Swedbank AB282,456$5.27M0.01%+19,400+7.4%Added
Dimensional Fund Advisors LP191,917$3.59M0.00%+5,158+2.8%Added
Penserra Capital Management LLC189,709$3.54M0.07%−11,400−5.7%Reduced
Standard Life Aberdeen plc182,915$3.41M0.01%+127,700+231.3%Added
Wellington Management Group LLP178,266$3.33M0.00%+13,426+8.1%Added
Jane Street Group, LLC168,517$3.14M0.01%−3,270−1.9%Reduced
Credit Suisse AG159,258$2.97M0.00%−14,046−8.1%Reduced
JPMorgan Chase & Co158,367$2.95M0.00%+15,815+11.1%Added
Legal & General Group Plc147,716$2.75M0.00%−5,909−3.8%Reduced
Mirae Asset Global Investments Co., Ltd.147,423$2.75M0.01%−104,940−41.6%Reduced
Capricorn Fund Managers Ltd135,590$2.53M0.77%+135,590New
D. E. Shaw & Co., Inc.130,792$2.44M0.00%+82,931+173.3%Added
Torq Capital Management (HK) Ltd115,400$2.15M2.74%+115,400New
Selkirk Management LLC111,100$2.07M2.44%00.0%Unchanged
Pinnacle Associates Ltd101,513$1.89M0.04%+4,365+4.5%Added
Cushing Asset Management, LP101,029$1.89M0.19%+3,106+3.2%Added
Geode Capital Management, LLC99,140$1.86M0.00%+1,628+1.7%Added
Invesco Ltd.99,625$1.86M0.00%−9,930−9.1%Reduced
State Street Corp96,688$1.80M0.00%−206,584−68.1%Reduced
Berylson Capital Partners, LLC93,500$1.74M4.39%+8,500+10.0%Added
Resonate Capital, LLC92,980$1.74M2.81%+9,532+11.4%Added
Bamco Inc80,742$1.51M0.00%−999,737−92.5%Reduced
BNP Paribas Arbitrage, SA77,050$1.44M0.00%+28,039+57.2%Added
KBC Group NV75,563$1.41M0.01%+2,181+3.0%Added
Quadrature Capital Ltd75,313$1.40M0.04%+75,313New
LMR Partners LLP67,765$1.31M0.03%−75,899−52.8%Reduced
SG Americas Securities, LLC67,220$1.25M0.02%+67,220New
Dalton Investments LLC61,500$1.15M1.01%+61,500New
Long Corridor Asset Management Ltd60,700$1.13M1.36%+20,000+49.1%Added
Loomis Sayles & Co L P58,461$1.09M0.00%−14,693−20.1%Reduced
Creative Planning56,620$1.06M0.00%+56,620New
XY Capital Ltd53,467$997.7K0.84%+42,729+397.9%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.53,400$996.4K0.00%−2,309−4.1%Reduced
HAP Trading, LLC52,173$974.0K0.24%+24,172+86.3%Added
Robeco Institutional Asset Management B.V.48,553$906.0K0.00%00.0%Unchanged
Royal Bank of Canada48,409$904.0K0.00%−38,347−44.2%Reduced
HSBC Holdings PLC47,631$888.8K0.00%+720+1.5%Added
Northern Trust Corp40,923$763.6K0.00%+275+0.7%Added
ETF Managers Group, LLC38,127$711.5K0.02%+38,127New
Great West Life Assurance Co31,986$598.0K0.00%00.0%Unchanged
Millennium Management LLC30,400$567.0K0.00%−403,978−93.0%Reduced
Profund Advisors LLC29,657$553.4K0.03%+18,549+167.0%Added
Squarepoint Ops LLC27,736$517.6K0.00%+11,053+66.3%Added
Veriti Management LLC26,163$488.2K0.06%−201−0.8%Reduced
Wetherby Asset Management Inc25,431$474.5K0.03%+1,409+5.9%Added
Boothbay Fund Management, LLC21,579$402.7K0.01%+21,579New
CI Private Wealth, LLC21,033$392.5K0.00%+21,033New
Harbour Capital Advisors, LLC19,600$365.7K0.11%+19,600New
Trexquant Investment LP18,850$351.7K0.01%−7,423−28.3%Reduced
Greenleaf Trust17,480$326.2K0.00%−10,560−37.7%Reduced
Renaissance Technologies LLC16,000$299.0K0.00%−300−1.8%Reduced
Migdal Insurance & Financial Holdings Ltd.14,938$299.0K0.01%+7,173+92.4%Added
Group One Trading, L.P.15,360$286.6K0.01%−40,963−72.7%Reduced
Vident Investment Advisory, LLC14,970$279.3K0.01%+511+3.5%Added
Handelsbanken Fonder AB14,500$271.0K0.00%−1,900−11.6%Reduced
UBS Asset Management Americas Inc13,799$257.5K0.00%−3,715−21.2%Reduced
ExodusPoint Capital Management, LP13,492$252.0K0.00%+13,492New
Susquehanna International Group, LLP13,249$247.2K0.00%+50+0.4%Added
Stifel Financial Corp13,002$242.6K0.00%−225−1.7%Reduced
CastleKnight Management LP12,600$235.1K0.06%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.12,479$232.9K0.00%+658+5.6%Added
Voloridge Investment Management, LLC12,467$232.6K0.00%+12,467New
Natixis11,770$221.5K0.00%−562−4.6%Reduced
Signaturefd, LLC11,804$220.3K0.01%−694−5.6%Reduced
US Bancorp10,848$202.4K0.00%−2,670−19.8%Reduced
Quent Capital, LLC10,000$200.2K0.03%00.0%Unchanged
Spouting Rock Asset Management, LLC10,710$199.8K0.07%+10,710New
Quadrant Capital Group LLC10,697$199.6K0.02%+1,274+13.5%Added
JustInvest LLC10,511$196.1K0.01%+618+6.2%Added
Storebrand Asset Management AS8,869$165.5K0.00%00.0%Unchanged
Point72 Asset Management, L.P.7,100$132.5K0.00%+7,100New
Leonteq Securities AG7,000$130.6K0.01%00.0%Unchanged