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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 2023

Institutional positions in GDS Holdings Ltd as of Jun 30, 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
120
−15 vs. Q1 2023
Shares held
64.4M
−6.89M (−9.7%) vs. Q1 2023
Total value
$708.1M
−$622.7M (−46.8%) vs. Q1 2023
New holders
12
29 more added
Sold out
27
55 more reduced

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 2023: 120 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 2023: $708.1M
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 2023

Shares, value and share of portfolio for each institution holding GDS Holdings Ltd; share changes are against Q1 2023.

Institutions holding GDS in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Singapore Technologies Telemedia Pte Ltd15,835,680$174.0M100.00%00.0%Unchanged
Aspex Management (HK) Ltd8,773,031$96.4M2.80%00.0%Unchanged
Canada Pension Plan Investment Board8,328,005$91.5M0.14%00.0%Unchanged
12 West Capital Management LP5,085,804$55.9M4.80%−1,136,050−18.3%Reduced
Carlyle Group Inc.4,072,624$44.8M1.59%00.0%Unchanged
Goldman Sachs Group Inc3,459,932$38.0M0.01%+118,677+3.6%Added
Tekne Capital Management, LLC2,220,726$24.4M7.58%+75,000+3.5%Added
Cerity Partners LLC1,858,677$20.4M0.08%−32,636−1.7%Reduced
Bank of America Corp1,357,112$14.9M0.00%−613,425−31.1%Reduced
Citigroup Inc1,321,973$14.5M0.02%−306,433−18.8%Reduced
Massachusetts Financial Services Co923,237$10.1M0.00%+923,237New
JPMorgan Chase & Co796,196$8.75M0.00%+637,829+402.8%Added
Library Research Ltd740,969$8.14M13.43%−45,230−5.8%Reduced
Nuveen Asset Management, LLC711,752$7.82M0.00%00.0%Unchanged
Morgan Stanley678,081$7.45M0.00%−35,393−5.0%Reduced
Credit Suisse AG499,406$5.49M0.01%+340,148+213.6%Added
BNP Paribas Arbitrage, SA498,756$5.48M0.01%+421,706+547.3%Added
Ranger Global Real Estate Advisors, LLC487,957$5.36M0.88%00.0%Unchanged
Alyeska Investment Group, L.P.417,997$4.59M0.03%+417,997New
BlackRock Inc.413,157$4.54M0.00%−102,164−19.8%Reduced
Centerbridge Partners, L.P.340,009$3.74M0.58%00.0%Unchanged
Deutsche Bank AG336,877$3.70M0.00%+1,950+0.6%Added
Point72 Asset Management, L.P.334,800$3.68M0.01%+327,700+4,615.5%Added
Balyasny Asset Management LLC325,000$3.57M0.01%−119,376−26.9%Reduced
Swedbank AB316,083$3.47M0.01%+33,627+11.9%Added
State of New Jersey Common Pension Fund D273,300$3.00M0.01%−10,000−3.5%Reduced
Penserra Capital Management LLC270,314$2.97M0.06%+80,605+42.5%Added
Citadel Advisors LLC209,920$2.31M0.00%−536,595−71.9%Reduced
Cushing Asset Management, LP181,157$1.99M0.19%+80,128+79.3%Added
Standard Life Aberdeen plc174,808$1.92M0.00%−8,107−4.4%Reduced
Dimensional Fund Advisors LP173,966$1.91M0.00%−17,951−9.4%Reduced
Selkirk Management LLC157,100$1.73M1.46%+46,000+41.4%Added
Marshall Wace, LLP144,268$1.59M0.00%−308,611−68.1%Reduced
Wells Fargo & Company141,469$1.55M0.00%+139,302+6,428.3%Added
Jane Street Group, LLC141,315$1.55M0.00%−27,202−16.1%Reduced
Coatue Management LLCSuperinvestorCoatue Management140,044$1.54M0.01%+140,044New
Mirae Asset Global Investments Co., Ltd.138,646$1.52M0.00%−8,777−6.0%Reduced
Wellington Management Group LLP134,666$1.48M0.00%−43,600−24.5%Reduced
Capricorn Fund Managers Ltd116,165$1.28M0.46%−19,425−14.3%Reduced
UBS Group AG108,323$1.19M0.00%−226,849−67.7%Reduced
Creative Planning99,769$1.10M0.00%+43,149+76.2%Added
Millennium Management LLC97,804$1.07M0.00%+67,404+221.7%Added
State Street Corp94,727$1.04M0.00%−1,961−2.0%Reduced
Pinnacle Associates Ltd94,554$1.04M0.02%−6,959−6.9%Reduced
Legal & General Group Plc93,909$1.03M0.00%−53,807−36.4%Reduced
Berylson Capital Partners, LLC93,500$1.03M2.91%00.0%Unchanged
Schonfeld Strategic Advisors LLC87,300$959.4K0.01%+87,300New
Invesco Ltd.77,914$856.3K0.00%−21,711−21.8%Reduced
Geode Capital Management, LLC70,383$773.5K0.00%−28,757−29.0%Reduced
Susquehanna International Group, LLP68,852$756.7K0.00%+55,603+419.7%Added
Cubist Systematic Strategies, LLC65,415$718.9K0.01%+65,415New
Dalton Investments LLC61,500$675.9K0.57%00.0%Unchanged
KBC Group NV52,275$575.0K0.00%−23,288−30.8%Reduced
Robeco Institutional Asset Management B.V.48,553$533.6K0.00%00.0%Unchanged
HSBC Holdings PLC47,572$522.8K0.00%−59−0.1%Reduced
Northern Trust Corp39,037$429.0K0.00%−1,886−4.6%Reduced
Trexquant Investment LP35,989$395.5K0.01%+17,139+90.9%Added
Voloridge Investment Management, LLC35,251$387.4K0.00%+22,784+182.8%Added
Royal Bank of Canada32,736$360.0K0.00%−15,673−32.4%Reduced
Great West Life Assurance Co26,586$294.0K0.00%−5,400−16.9%Reduced
Profund Advisors LLC25,944$285.1K0.02%−3,713−12.5%Reduced
Vident Investment Advisory, LLC24,454$268.8K0.01%+9,484+63.4%Added
UBS Asset Management Americas Inc13,799$257.5K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.23,100$253.9K0.00%−30,300−56.7%Reduced
Resonate Capital, LLC22,388$246.0K1.60%−70,592−75.9%Reduced
HAP Trading, LLC21,977$241.5K0.07%−30,196−57.9%Reduced
Bridgewater Associates, LP21,319$234.3K0.00%−303,660−93.4%Reduced
Simplex Trading, LLC21,203$233.0K0.01%+14,402+211.8%Added
CI Private Wealth, LLC18,156$199.5K0.00%−2,877−13.7%Reduced
Quadrature Capital Ltd17,531$192.6K0.00%−57,782−76.7%Reduced
Greenleaf Trust17,247$189.5K0.00%−233−1.3%Reduced
Raymond James Financial Services Advisors, Inc.17,016$187.0K0.00%+4,537+36.4%Added
Renaissance Technologies LLC17,000$187.0K0.00%+1,000+6.3%Added
Wetherby Asset Management Inc15,786$173.5K0.01%−9,645−37.9%Reduced
Stifel Financial Corp14,860$163.3K0.00%+1,858+14.3%Added
Handelsbanken Fonder AB14,500$159.0K0.00%00.0%Unchanged
Twinbeech Capital LP13,527$148.7K0.00%+13,527New
Squarepoint Ops LLC13,441$147.7K0.00%−14,295−51.5%Reduced
Pension & Wealth Management Advisors, Inc.12,693$139.5K0.10%+6,562+107.0%Added
CastleKnight Management LP12,600$138.5K0.03%00.0%Unchanged
XTX Topco Ltd10,828$119.0K0.02%+10,828New
Long Corridor Asset Management Ltd10,475$115.1K0.12%−50,225−82.7%Reduced
Signaturefd, LLC7,263$79.8K0.00%−4,541−38.5%Reduced
Storebrand Asset Management AS7,226$79.4K0.00%−1,643−18.5%Reduced
Headlands Technologies LLC6,825$75.0K0.02%+6,825New
Quadrant Capital Group LLC6,781$74.5K0.01%−3,916−36.6%Reduced
US Bancorp6,742$74.1K0.00%−4,106−37.9%Reduced
Macquarie Group Ltd5,970$65.6K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.4,720$51.9K0.00%+897+23.5%Added
Cutler Group LP4,437$48.0K0.01%+2,537+133.5%Added
Parallax Volatility Advisers, L.P.3,333$36.6K0.00%+3,333New
Rhumbline Advisers3,301$36.3K0.00%+3,301New
Leonteq Securities AG3,208$35.3K0.00%−3,792−54.2%Reduced
BerganKDV Wealth Management, LLC3,000$33.0K0.00%00.0%Unchanged
Barclays PLC2,898$31.8K0.00%+1,653+132.8%Added
Parallel Advisors, LLC1,588$17.5K0.00%−531−25.1%Reduced
Sit Investment Associates Inc1,575$17.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.1,306$14.3K0.00%−1,266−49.2%Reduced
Natixis1,238$13.8K0.00%−10,532−89.5%Reduced
Lindbrook Capital, LLC1,193$13.1K0.00%−776−39.4%Reduced