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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 2024

Institutional positions in GDS Holdings Ltd as of Mar 31, 2024. 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
+1 vs. Q4 2023
Shares held
73.8M
+7.84M (+11.9%) vs. Q4 2023
Total value
$510.5M
−$91.2M (−15.2%) vs. Q4 2023
New holders
23
35 more added
Sold out
22
30 more reduced

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 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 heldQ1 2024: $510.5M
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 2024

Shares, value and share of portfolio for each institution holding GDS Holdings Ltd; share changes are against Q4 2023.

Institutions holding GDS in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Singapore Technologies Telemedia Pte Ltd15,835,680$105.3M100.00%00.0%Unchanged
Canada Pension Plan Investment Board9,713,325$64.6M0.07%+33,978+0.4%Added
Aspex Management (HK) Ltd8,773,031$58.3M1.58%00.0%Unchanged
Ranger Global Real Estate Advisors, LLC1,810,880$30.8M6.82%+1,721,392+1,923.6%Added
12 West Capital Management LP4,613,974$30.7M2.79%−443,619−8.8%Reduced
Carlyle Group Inc.4,072,624$27.1M1.71%00.0%Unchanged
Goldman Sachs Group Inc4,055,841$27.0M0.01%−1,348,645−25.0%Reduced
Tekne Capital Management, LLC3,084,302$20.5M5.86%00.0%Unchanged
Baupost Group LLCSuperinvestorBaupost Group2,600,000$17.3M0.47%+2,600,000New
Massachusetts Financial Services Co1,720,241$11.4M0.00%+23,399+1.4%Added
Portolan Capital Management, LLC1,663,662$11.1M0.84%+1,663,662New
Cerity Partners LLC1,525,319$10.1M0.03%−1,875−0.1%Reduced
Bank of America Corp1,407,753$9.36M0.00%+641,243+83.7%Added
Citigroup Inc1,202,473$8.00M0.01%−6,914−0.6%Reduced
Alyeska Investment Group, L.P.1,021,690$6.79M0.04%+745,415+269.8%Added
Millennium Management LLC902,034$6.00M0.01%+529,635+142.2%Added
BlackRock Inc.728,448$4.84M0.00%+188,393+34.9%Added
Pacer Advisors, Inc.724,173$4.82M0.01%−38,083−5.0%Reduced
Farallon Capital Management, L.L.C.710,000$4.72M0.03%+710,000New
Morgan Stanley540,594$3.59M0.00%−156,413−22.4%Reduced
Barclays PLC462,606$3.08M0.00%+375,588+431.6%Added
Bamco Inc435,468$2.90M0.01%+435,468New
Wellington Management Group LLP426,744$2.84M0.00%−181,881−29.9%Reduced
Balyasny Asset Management LLC411,892$2.74M0.01%−183,330−30.8%Reduced
Citadel Advisors LLC377,209$2.51M0.00%+260,298+222.6%Added
Deutsche Bank AG374,519$2.49M0.00%+2,521+0.7%Added
Swedbank AB326,874$2.17M0.00%−17,900−5.2%Reduced
Royal Bank of Canada280,663$1.87M0.00%+252,739+905.1%Added
HRT Financial LP268,531$1.78M0.01%+135,619+102.0%Added
Point72 Hong Kong Ltd256,957$1.71M0.09%−10,012−3.8%Reduced
Nuveen Asset Management, LLC253,800$1.69M0.00%+7,100+2.9%Added
Centerbridge Partners, L.P.204,971$1.36M0.23%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.72,465$1.30M0.00%−101,692−58.4%Reduced
Standard Life Aberdeen plc192,600$1.28M0.00%−408−0.2%Reduced
BNP Paribas Arbitrage, SA185,137$1.23M0.00%+62,521+51.0%Added
Dimensional Fund Advisors LP169,250$1.13M0.00%00.0%Unchanged
Selkirk Management LLC157,100$1.04M0.54%00.0%Unchanged
Two Sigma Investments, LP152,841$1.02M0.00%−102,810−40.2%Reduced
Janney Montgomery Scott LLC144,449$961.0K0.00%+51,439+55.3%Added
Raymond James & Associates138,572$921.5K0.00%+138,572New
Point72 Asset Management, L.P.133,500$887.8K0.00%−52,700−28.3%Reduced
Group One Trading, L.P.106,275$706.7K0.03%+106,275New
Creative Planning90,518$601.9K0.00%−196,011−68.4%Reduced
Prelude Capital Management, LLC87,724$583.4K0.04%+87,724New
Pinnacle Associates Ltd83,502$555.3K0.01%+27,038+47.9%Added
UBS Group AG80,178$533.2K0.00%+12,236+18.0%Added
Penserra Capital Management LLC80,285$533.0K0.01%+80,285New
Invesco Ltd.78,231$520.2K0.00%+4,773+6.5%Added
CastleKnight Management LP77,600$516.0K0.08%+65,000+515.9%Added
Legal & General Group Plc68,104$452.6K0.00%+3,190+4.9%Added
SG Americas Securities, LLC64,482$429.0K0.00%+64,482New
Garden State Investment Advisory Services LLC50,613$336.6K0.12%+50,613New
Geode Capital Management, LLC50,584$336.4K0.00%00.0%Unchanged
Walleye Capital LLC48,683$323.7K0.00%+48,683New
Robeco Institutional Asset Management B.V.48,553$322.9K0.00%00.0%Unchanged
Walleye Trading LLC47,530$316.1K0.01%+25,677+117.5%Added
Credit Suisse AG45,768$304.4K0.00%+1,473+3.3%Added
GTS Securities LLC36,424$242.2K0.01%−6,645−15.4%Reduced
Vident Advisory, LLC33,101$220.1K0.00%−945−2.8%Reduced
Nomura Holdings Inc30,000$199.5K0.00%−2,071−6.5%Reduced
Wetherby Asset Management Inc28,329$188.4K0.01%+12,963+84.4%Added
Capstone Investment Advisors, LLC28,249$187.9K0.00%+28,249New
Northern Trust Corp26,738$177.8K0.00%−11,947−30.9%Reduced
NewEdge Wealth, LLC20,000$177.0K0.00%+20,000New
Jane Street Group, LLC26,598$176.9K0.00%−48,603−64.6%Reduced
Macquarie Group Ltd25,633$170.5K0.00%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.21,475$142.8K0.09%+290+1.4%Added
Raymond James Financial Services Advisors, Inc.19,969$132.8K0.00%+5,745+40.4%Added
Diametric Capital, LP19,579$130.2K0.07%+19,579New
Envestnet Asset Management Inc19,236$127.9K0.00%+19,236New
Prudential Financial Inc18,872$125.5K0.00%+18,872New
Great West Life Assurance Co18,502$123.0K0.00%00.0%Unchanged
Parallax Volatility Advisers, L.P.17,498$116.4K0.00%+4,478+34.4%Added
Gsa Capital Partners LLP17,302$115.0K0.01%+1,996+13.0%Added
Mariner, LLC16,521$109.9K0.00%+16,521New
Scientech Research LLC15,634$104.0K0.06%+15,634New
Squarepoint Ops LLC14,461$96.2K0.00%+14,461New
Handelsbanken Fonder AB14,500$96.0K0.00%00.0%Unchanged
Quadrant Capital Group LLC13,721$91.2K0.01%+6,722+96.0%Added
Susquehanna International Group, LLP13,481$89.6K0.00%−9,555−41.5%Reduced
XTX Topco Ltd13,051$86.8K0.01%+13,051New
Marex Group plc11,930$79.3K0.00%−2,064−14.7%Reduced
Profund Advisors LLC11,510$76.5K0.00%−3,090−21.2%Reduced
Signaturefd, LLC7,657$50.9K0.00%+1,635+27.2%Added
JPMorgan Chase & Co7,305$48.6K0.00%+57+0.8%Added
Parallel Advisors, LLC5,683$37.8K0.00%+3,797+201.3%Added
The PNC Financial Services Group, Inc.4,459$29.7K0.00%−9−0.2%Reduced
Storebrand Asset Management AS3,660$24.3K0.00%00.0%Unchanged
Lindbrook Capital, LLC2,929$19.5K0.00%+2,390+443.4%Added
US Bancorp2,675$17.8K0.00%−3,280−55.1%Reduced
Tower Research Capital LLC (TRC)2,641$17.6K0.00%−3,167−54.5%Reduced
Rhumbline Advisers2,375$15.8K0.00%−1,231−34.1%Reduced
CWM, LLC1,487$10.0K0.00%+779+110.0%Added
EntryPoint Capital, LLC1,307$8.69K0.01%+1,290+7,588.2%Added
Federation des caisses Desjardins du Quebec1,300$8.64K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC885$6.19K0.00%+885New
EverSource Wealth Advisors, LLC720$5.88K0.00%+670+1,340.0%Added
Qube Research & Technologies Ltd765$5.09K0.00%00.0%Unchanged
Allworth Financial LP170$1.13K0.00%−147−46.4%Reduced
Larson Financial Group LLC100$6650.00%00.0%Unchanged