Skip to main content

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 2023

Institutional positions in GDS Holdings Ltd as of Dec 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
107
+4 vs. Q3 2023
Shares held
66.5M
+3.28M (+5.2%) vs. Q3 2023
Total value
$606.8M
−$83.8M (−12.1%) vs. Q3 2023
New holders
17
26 more added
Sold out
13
44 more reduced

Compare with Q3 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 holdersQ4 2023: 107 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 2023: $606.8M
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 2023

Shares, value and share of portfolio for each institution holding GDS Holdings Ltd; share changes are against Q3 2023.

Institutions holding GDS in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Singapore Technologies Telemedia Pte Ltd15,835,680$144.4M100.00%00.0%Unchanged
Canada Pension Plan Investment Board9,679,347$88.3M0.11%+1,351,342+16.2%Added
Aspex Management (HK) Ltd8,773,031$80.0M2.35%00.0%Unchanged
Goldman Sachs Group Inc5,404,486$49.3M0.01%+773,378+16.7%Added
12 West Capital Management LP5,057,593$46.1M4.35%−12,176−0.2%Reduced
Carlyle Group Inc.4,072,624$37.1M1.79%00.0%Unchanged
Tekne Capital Management, LLC3,084,302$28.1M10.27%00.0%Unchanged
Massachusetts Financial Services Co1,696,842$15.5M0.01%+66,456+4.1%Added
Cerity Partners LLC1,527,194$13.9M0.05%+1,527,194New
Citigroup Inc1,209,387$11.0M0.01%+6,961+0.6%Added
Bank of America Corp766,510$6.99M0.00%−603,247−44.0%Reduced
Pacer Advisors, Inc.762,256$6.95M0.02%+762,256New
Morgan Stanley697,007$6.36M0.00%−24,391−3.4%Reduced
Wellington Management Group LLP608,625$5.55M0.00%+438,661+258.1%Added
Balyasny Asset Management LLC595,222$5.43M0.02%+53,481+9.9%Added
Library Research Ltd557,685$5.09M8.75%−183,284−24.7%Reduced
BlackRock Inc.540,055$4.93M0.00%+22,331+4.3%Added
Millennium Management LLC372,399$3.40M0.00%+56,862+18.0%Added
Deutsche Bank AG371,998$3.39M0.00%+44,094+13.4%Added
Swedbank AB344,774$3.14M0.01%+9,500+2.8%Added
Creative Planning286,529$2.61M0.00%+101,493+54.9%Added
Alyeska Investment Group, L.P.276,275$2.52M0.02%−342,230−55.3%Reduced
Point72 Hong Kong Ltd266,969$2.43M0.15%+266,969New
Two Sigma Investments, LP255,651$2.33M0.01%+255,651New
Nuveen Asset Management, LLC246,700$2.25M0.00%00.0%Unchanged
Centerbridge Partners, L.P.204,971$1.87M0.31%−135,038−39.7%Reduced
Standard Life Aberdeen plc193,008$1.76M0.00%−10,400−5.1%Reduced
Point72 Asset Management, L.P.186,200$1.70M0.01%+120,087+181.6%Added
Mirae Asset Global Investments Co., Ltd.174,157$1.59M0.00%+52,747+43.4%Added
Dimensional Fund Advisors LP169,250$1.54M0.00%−4,716−2.7%Reduced
Selkirk Management LLC157,100$1.43M0.97%00.0%Unchanged
Wells Fargo & Company152,402$1.39M0.00%−11,800−7.2%Reduced
HRT Financial LP132,912$1.21M0.01%+56,457+73.8%Added
BNP Paribas Arbitrage, SA122,616$1.12M0.00%−100,934−45.2%Reduced
Citadel Advisors LLC116,911$1.07M0.00%−176,145−60.1%Reduced
Berylson Capital Partners, LLC115,000$1.05M1.95%+21,500+23.0%Added
Cubist Systematic Strategies, LLC107,325$978.8K0.01%−24,565−18.6%Reduced
Janney Montgomery Scott LLC93,010$848.0K0.00%+24,635+36.0%Added
Ranger Global Real Estate Advisors, LLC89,488$816.1K0.17%−398,469−81.7%Reduced
Barclays PLC87,018$793.6K0.00%−10.0%Reduced
Jane Street Group, LLC75,201$685.8K0.00%−71,042−48.6%Reduced
Invesco Ltd.73,458$669.9K0.00%−6,835−8.5%Reduced
UBS Group AG67,942$619.6K0.00%−1,592−2.3%Reduced
Legal & General Group Plc64,914$592.3K0.00%−8,397−11.5%Reduced
Pinnacle Associates Ltd56,464$515.0K0.01%−33,620−37.3%Reduced
Geode Capital Management, LLC50,584$461.3K0.00%00.0%Unchanged
Robeco Institutional Asset Management B.V.48,553$442.8K0.00%00.0%Unchanged
Credit Suisse AG44,295$404.0K0.00%−81,108−64.7%Reduced
GTS Securities LLC43,069$392.8K0.01%+27,633+179.0%Added
HSBC Holdings PLC39,360$359.0K0.00%−2,610−6.2%Reduced
Northern Trust Corp38,685$352.8K0.00%−1,575−3.9%Reduced
Pinpoint Asset Management Ltd38,100$347.5K0.08%+38,100New
Engineers Gate Manager LP34,151$311.5K0.01%+34,151New
State Street Corp34,083$310.8K0.00%+400+1.2%Added
Vident Advisory, LLC34,046$310.5K0.01%+11,753+52.7%Added
Nomura Holdings Inc32,071$292.5K0.00%+32,071New
Royal Bank of Canada27,924$255.0K0.00%+3,438+14.0%Added
Macquarie Group Ltd25,633$233.8K0.00%+19,663+329.4%Added
Susquehanna International Group, LLP23,036$210.1K0.00%+9,800+74.0%Added
Walleye Trading LLC21,853$199.3K0.00%+21,853New
Pension & Wealth Management Advisors, Inc.21,185$193.2K0.12%+5,788+37.6%Added
Great West Life Assurance Co18,502$168.0K0.00%−220,772−92.3%Reduced
Centiva Capital, LP17,199$156.9K0.01%+17,199New
Wetherby Asset Management Inc15,366$140.1K0.01%−195−1.3%Reduced
Gsa Capital Partners LLP15,306$140.0K0.01%−20,599−57.4%Reduced
Profund Advisors LLC14,600$133.2K0.01%−9,688−39.9%Reduced
Handelsbanken Fonder AB14,500$132.0K0.00%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.14,224$129.7K0.00%−1,119−7.3%Reduced
Marex Group plc13,994$127.6K0.01%00.0%Unchanged
Renaissance Technologies LLC13,600$124.0K0.00%−400−2.9%Reduced
CI Private Wealth, LLC13,245$120.8K0.00%−4,516−25.4%Reduced
Parallax Volatility Advisers, L.P.13,020$118.7K0.00%+13,020New
CastleKnight Management LP12,600$114.9K0.02%00.0%Unchanged
Quadrature Capital Ltd11,682$106.6K0.00%+11,682New
Flow Traders U.S. LLC10,078$92.0K0.00%+10,078New
JPMorgan Chase & Co7,248$66.1K0.00%+345+5.0%Added
Quadrant Capital Group LLC6,999$63.8K0.01%−1,644−19.0%Reduced
Signaturefd, LLC6,022$54.9K0.00%−2,692−30.9%Reduced
US Bancorp5,955$54.3K0.00%−328−5.2%Reduced
Tower Research Capital LLC (TRC)5,808$53.0K0.00%+5,808New
The PNC Financial Services Group, Inc.4,468$40.7K0.00%−1,375−23.5%Reduced
Cutler Group LP4,250$38.0K0.01%−776−15.4%Reduced
Storebrand Asset Management AS3,660$33.4K0.00%00.0%Unchanged
Rhumbline Advisers3,606$32.9K0.00%−330−8.4%Reduced
Parallel Advisors, LLC1,886$17.2K0.00%−380−16.8%Reduced
Sit Investment Associates Inc1,575$14.0K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec1,300$11.9K0.00%00.0%Unchanged
Qube Research & Technologies Ltd765$6.98K0.00%00.0%Unchanged
CWM, LLC708$6.00K0.00%−646−47.7%Reduced
Lindbrook Capital, LLC539$4.92K0.00%−800−59.7%Reduced
FMR LLC513$4.68K0.00%+508+10,160.0%Added
Glassman Wealth Services424$3.87K0.00%+238+128.0%Added
Allworth Financial LP317$2.89K0.00%−28−8.1%Reduced
Ronald Blue Trust, Inc.222$2.00K0.00%+222New
Advisor Group Holdings, Inc.153$1.39K0.00%−1,504−90.8%Reduced
Arlington Trust Co LLC119$1.08K0.00%+119New
Natixis117$1.07K0.00%−662−85.0%Reduced
Bell Investment Advisors, Inc107$9760.00%−15−12.3%Reduced
Larson Financial Group LLC100$9120.00%00.0%Unchanged
Gradient Investments LLC59$5380.00%00.0%Unchanged