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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 197 | $3.15B |
| Q1 2026 | 206 | $3.67B |
| Q4 2025 | 180 | $2.70B |
| Q3 2025 | 204 | $3.01B |
| Q2 2025 | 161 | $2.47B |
| Q1 2025 | 154 | $1.91B |
| Q4 2024 | 137 | $1.98B |
| Q3 2024 | 139 | $1.64B |
| Q2 2024 | 109 | $773.8M |
| Q1 2024 | 107 | $510.5M |
| Q4 2023 | 107 | $606.8M |
| Q3 2023 | 103 | $690.6M |
| Q2 2023 | 120 | $708.1M |
| Q1 2023 | 136 | $1.33B |
| Q4 2022 | 147 | $1.49B |
| Q3 2022 | 136 | $1.22B |
| Q2 2022 | 172 | $2.66B |
| Q1 2022 | 208 | $3.50B |
| Q4 2021 | 228 | $4.82B |
| Q3 2021 | 235 | $5.78B |
| Q2 2021 | 267 | $8.31B |
| Q1 2021 | 278 | $8.44B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding GDS Holdings Ltd; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tekne Capital Management, LLC | 3,084,302 | $28.1M | 10.27% | 00.0% | Unchanged |
| Carlyle Group Inc. | 4,072,624 | $37.1M | 1.79% | 00.0% | Unchanged |
| 12 West Capital Management LP | 5,057,593 | $46.1M | 4.35% | −12,176−0.2% | Reduced |
| Goldman Sachs Group Inc | 5,404,486 | $49.3M | 0.01% | +773,378+16.7% | Added |
| Aspex Management (HK) Ltd | 8,773,031 | $80.0M | 2.35% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 9,679,347 | $88.3M | 0.11% | +1,351,342+16.2% | Added |
| Singapore Technologies Telemedia Pte Ltd | 15,835,680 | $144.4M | 100.00% | 00.0% | Unchanged |
| Cushing Asset Management, LP | 0 | $0 | 0.00% | −167,880−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −159,921−100.0% | Sold out |
| Dalton Investments LLC | 0 | $0 | 0.00% | −61,500−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −27,226−100.0% | Sold out |
| Capricorn Fund Managers Ltd | 0 | $0 | 0.00% | −24,704−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −21,055−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −10,467−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −7,005−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −6,602−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −2,267−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −752−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |