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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
JPMorgan Chase & Co158,367$2.95M0.00%+15,815+11.1%Added
Credit Suisse AG159,258$2.97M0.00%−14,046−8.1%Reduced
Jane Street Group, LLC168,517$3.14M0.01%−3,270−1.9%Reduced
Wellington Management Group LLP178,266$3.33M0.00%+13,426+8.1%Added
Standard Life Aberdeen plc182,915$3.41M0.01%+127,700+231.3%Added
Penserra Capital Management LLC189,709$3.54M0.07%−11,400−5.7%Reduced
Dimensional Fund Advisors LP191,917$3.59M0.00%+5,158+2.8%Added
Swedbank AB282,456$5.27M0.01%+19,400+7.4%Added
State of New Jersey Common Pension Fund D283,300$5.29M0.02%+45,000+18.9%Added
Collaborative Holdings Management LP305,000$5.69M22.24%−66,000−17.8%Reduced
Bridgewater Associates, LP324,979$6.06M0.04%−189,831−36.9%Reduced
Deutsche Bank AG334,927$6.25M0.00%+162,699+94.5%Added
UBS Group AG335,172$6.25M0.00%+132,177+65.1%Added
Centerbridge Partners, L.P.340,009$6.34M0.62%00.0%Unchanged
Franklin Resources Inc368,379$6.87M0.00%+330.0%Added
Balyasny Asset Management LLC444,376$8.29M0.03%+444,376New
Marshall Wace, LLP452,879$8.45M0.02%+452,879New
Ranger Global Real Estate Advisors, LLC487,957$9.11M1.20%00.0%Unchanged
BlackRock Inc.515,321$9.62M0.00%−8,824−1.7%Reduced
Nuveen Asset Management, LLC711,752$13.3M0.00%+3,400+0.5%Added
Morgan Stanley713,474$13.3M0.00%−215,091−23.2%Reduced
Citadel Advisors LLC746,515$13.9M0.02%+689,309+1,205.0%Added
Library Research Ltd786,199$14.7M23.07%00.0%Unchanged
Electron Capital Partners, LLC1,472,190$27.5M1.65%+934,141+173.6%Added
Citigroup Inc1,628,406$30.4M0.04%+38,386+2.4%Added
Federated Hermes, Inc.1,745,300$32.6M0.08%00.0%Unchanged
Cerity Partners LLC1,891,313$35.3M0.16%−4940.0%Reduced
Bank of America Corp1,970,537$36.8M0.00%+407,742+26.1%Added
Cederberg Capital Ltd2,123,005$39.6M13.47%−29,351−1.4%Reduced
Tekne Capital Management, LLC2,145,726$40.0M10.93%+126,811+6.3%Added
Goldman Sachs Group Inc3,341,255$62.3M0.02%−254,007−7.1%Reduced
Carlyle Group Inc.4,072,624$76.0M2.27%+295,200+7.8%Added
12 West Capital Management LP6,221,854$116.1M9.98%−519,705−7.7%Reduced
Canada Pension Plan Investment Board8,328,005$155.4M0.25%−203,565−2.4%Reduced
Aspex Management (HK) Ltd8,773,031$163.7M4.02%−319,185−3.5%Reduced
Singapore Technologies Telemedia Pte Ltd15,835,680$295.5M100.00%00.0%Unchanged
Wolverine Trading, LLC0$00.00%−921,831−100.0%Sold out
BNP PARIBAS ASSET MANAGEMENT Holding S.A.0$00.00%−181,513−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−106,699−100.0%Sold out
Coatue Management LLCSuperinvestorCoatue Management0$00.00%−93,764−100.0%Sold out
Cannon Global Investment Management, LLC0$00.00%−90,600−100.0%Sold out
Partners Capital Investment Group, LLP0$00.00%−55,170−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−37,811−100.0%Sold out
Susquehanna International Group Ltd.0$00.00%−34,119−100.0%Sold out
First Trust Advisors LP0$00.00%−33,671−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−30,031−100.0%Sold out
Caisse de Depot Et Placement du Quebec0$00.00%−16,464−100.0%Sold out
Virtu Financial LLC0$00.00%−15,179−100.0%Sold out
Raymond James & Associates0$00.00%−13,996−100.0%Sold out
Alberta Investment Management Corp0$00.00%−12,500−100.0%Sold out
Erste Asset Management GmbH0$00.00%−12,000−100.0%Sold out
Mariner, LLC0$00.00%−12,001−100.0%Sold out
Counterpoint Mutual Funds LLC0$00.00%−7,429−100.0%Sold out
1832 Asset Management L.P.0$00.00%−2,000−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−904−100.0%Sold out
First Manhattan Co0$00.00%−365−100.0%Sold out
Advisory Services Network, LLC0$00.00%−25−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−5−100.0%Sold out
Money Concepts Capital Corp0$00.00%−2−100.0%Sold out
Sofos Investments, Inc.0$00.00%−21−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−6−100.0%Sold out
Mass Ave Global Inc.––––Not filed
Evolution Capital Management LLC––––Not filed