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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 2024

Institutional positions in GDS Holdings Ltd as of Jun 30, 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
109
+3 vs. Q1 2024
Shares held
83.3M
+9.52M (+12.9%) vs. Q1 2024
Total value
$773.8M
+$263.6M (+51.7%) vs. Q1 2024
New holders
19
32 more added
Sold out
16
39 more reduced

1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 2024: 109 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 2024: $773.8M
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, Q2 2024

Shares, value and share of portfolio for each institution holding GDS Holdings Ltd; share changes are against Q1 2024.

Institutions holding GDS in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Singapore Technologies Telemedia Pte Ltd15,835,680$147.1M100.00%00.0%Unchanged
Goldman Sachs Group Inc9,370,094$87.0M0.02%+5,314,253+131.0%Added
Aspex Management (HK) Ltd8,773,031$81.5M1.74%00.0%Unchanged
Canada Pension Plan Investment Board6,793,699$63.1M0.06%−2,919,626−30.1%Reduced
Tekne Capital Management, LLC6,194,521$57.5M30.23%+3,110,219+100.8%Added
12 West Capital Management LP4,613,974$42.9M4.41%00.0%Unchanged
Baupost Group LLCSuperinvestorBaupost Group4,249,952$39.5M1.09%+1,649,952+63.5%Added
Carlyle Group Inc.4,072,624$37.8M3.59%00.0%Unchanged
Bamco Inc2,642,963$24.6M0.07%+2,207,495+506.9%Added
Alyeska Investment Group, L.P.1,899,250$17.6M0.10%+877,560+85.9%Added
Massachusetts Financial Services Co1,698,592$15.8M0.00%−21,649−1.3%Reduced
Morgan Stanley1,557,759$14.5M0.00%+1,017,165+188.2%Added
Cerity Partners LLC1,504,567$14.0M0.04%−20,752−1.4%Reduced
Bank of America Corp1,434,491$13.3M0.00%+26,738+1.9%Added
Farallon Capital Management, L.L.C.1,226,133$11.4M0.07%+516,133+72.7%Added
Citigroup Inc1,206,462$11.2M0.01%+3,989+0.3%Added
Sachem Head Capital Management LP1,080,000$10.0M0.50%+1,080,000New
Millennium Management LLC900,226$8.36M0.01%−1,808−0.2%Reduced
Pacer Advisors, Inc.849,568$7.89M0.02%+125,395+17.3%Added
Citadel Advisors LLC486,246$4.52M0.00%+109,037+28.9%Added
BlackRock Inc.467,723$4.35M0.00%−260,725−35.8%Reduced
Two Sigma Investments, LP387,943$3.60M0.01%+235,102+153.8%Added
Mirae Asset Global ETFs Holdings Ltd.372,378$3.46M0.01%+372,378New
Balyasny Asset Management LLC350,122$3.25M0.01%−61,770−15.0%Reduced
Deutsche Bank AG349,043$3.24M0.00%−25,476−6.8%Reduced
Swedbank AB326,874$3.04M0.00%00.0%Unchanged
Royal Bank of Canada306,623$2.85M0.00%+25,960+9.2%Added
UBS Group AG303,309$2.82M0.00%+223,131+278.3%Added
Neuberger Berman Group LLC296,119$2.79M0.00%+296,119New
Nuveen Asset Management, LLC253,800$2.36M0.00%00.0%Unchanged
HRT Financial LP243,020$2.26M0.01%−25,511−9.5%Reduced
Standard Life Aberdeen plc238,600$2.22M0.00%+46,000+23.9%Added
Barclays PLC223,962$2.08M0.00%−238,644−51.6%Reduced
Centerbridge Partners, L.P.204,971$1.90M0.38%00.0%Unchanged
BNP Paribas Arbitrage, SA179,845$1.67M0.00%−5,292−2.9%Reduced
Hidden Lake Asset Management LP172,634$1.60M1.37%+172,634New
Dimensional Fund Advisors LP167,633$1.56M0.00%−1,617−1.0%Reduced
Selkirk Management LLC157,100$1.46M0.68%00.0%Unchanged
Point72 Hong Kong Ltd125,757$1.17M0.07%−131,200−51.1%Reduced
GTS Securities LLC121,917$1.13M0.02%+85,493+234.7%Added
Cubist Systematic Strategies, LLC112,568$1.05M0.02%+112,568New
Creative Planning99,850$927.6K0.00%+9,332+10.3%Added
Group One Trading, L.P.93,282$866.6K0.03%−12,993−12.2%Reduced
Point72 Asset Management, L.P.88,024$817.7K0.00%−45,476−34.1%Reduced
Pinnacle Associates Ltd84,512$785.1K0.01%+1,010+1.2%Added
Raymond James & Associates82,314$764.7K0.00%−56,258−40.6%Reduced
Invesco Ltd.77,973$724.4K0.00%−258−0.3%Reduced
CastleKnight Management LP77,600$720.9K0.10%00.0%Unchanged
Penserra Capital Management LLC68,352$635.0K0.01%−11,933−14.9%Reduced
Geode Capital Management, LLC63,936$594.0K0.00%+13,352+26.4%Added
Jane Street Group, LLC58,439$542.9K0.00%+31,841+119.7%Added
Voloridge Investment Management, LLC50,192$466.3K0.00%+50,192New
Trexquant Investment LP41,261$383.3K0.01%+41,261New
Walleye Capital LLC35,861$333.1K0.00%−12,822−26.3%Reduced
Vident Advisory, LLC33,766$313.7K0.01%+665+2.0%Added
Raymond James Financial Services Advisors, Inc.31,775$295.2K0.00%+11,806+59.1%Added
Barometer Capital Management Inc.29,800$276.8K0.11%+29,800New
Envestnet Asset Management Inc28,014$260.3K0.00%+8,778+45.6%Added
Headlands Technologies LLC27,504$255.5K0.03%+27,504New
Prudential Financial Inc27,362$254.2K0.00%+8,490+45.0%Added
SG Americas Securities, LLC26,757$249.0K0.00%−37,725−58.5%Reduced
Macquarie Group Ltd25,633$238.1K0.00%00.0%Unchanged
Northern Trust Corp23,773$220.9K0.00%−2,965−11.1%Reduced
Quadrature Capital Ltd23,287$216.3K0.00%+23,287New
Wetherby Asset Management Inc22,622$210.2K0.01%−5,707−20.1%Reduced
Marshall Wace, LLP21,900$203.5K0.00%+21,900New
Pension & Wealth Management Advisors, Inc.21,475$199.5K0.11%00.0%Unchanged
Walleye Trading LLC19,597$182.1K0.00%−27,933−58.8%Reduced
Parallax Volatility Advisers, L.P.17,799$165.4K0.00%+301+1.7%Added
NewEdge Wealth, LLC17,750$164.9K0.00%−2,250−11.3%Reduced
Centiva Capital, LP15,707$145.9K0.01%+15,707New
Prelude Capital Management, LLC15,421$143.3K0.01%−72,303−82.4%Reduced
Diametric Capital, LP14,798$137.5K0.07%−4,781−24.4%Reduced
Legal & General Group Plc14,721$136.7K0.00%−53,383−78.4%Reduced
Robeco Institutional Asset Management B.V.14,260$132.5K0.00%−34,293−70.6%Reduced
EntryPoint Capital, LLC13,639$126.7K0.06%+12,332+943.5%Added
Quadrant Capital Group LLC12,647$117.5K0.01%−1,074−7.8%Reduced
Mariner, LLC12,422$115.4K0.00%−4,099−24.8%Reduced
Marex Group plc11,930$110.8K0.00%00.0%Unchanged
JustInvest LLC11,673$107.5K0.00%+11,673New
Advisory Services Network, LLC11,300$105.0K0.00%+11,300New
Squarepoint Ops LLC11,010$102.3K0.00%−3,451−23.9%Reduced
FNY Investment Advisers, LLC10,000$92.0K0.06%+10,000New
JPMorgan Chase & Co7,981$74.1K0.00%+676+9.3%Added
Signaturefd, LLC7,006$65.1K0.00%−651−8.5%Reduced
Parallel Advisors, LLC6,706$62.3K0.00%+1,023+18.0%Added
Tower Research Capital LLC (TRC)6,424$59.7K0.00%+3,783+143.2%Added
Mirae Asset Global Investments Co., Ltd.5,442$51.3K0.00%−67,023−92.5%Reduced
Storebrand Asset Management AS3,660$34.0K0.00%00.0%Unchanged
US Bancorp2,632$24.5K0.00%−43−1.6%Reduced
The PNC Financial Services Group, Inc.2,505$23.3K0.00%−1,954−43.8%Reduced
Lindbrook Capital, LLC2,151$20.0K0.00%−778−26.6%Reduced
Tucker Asset Management LLC1,569$14.6K0.00%+1,569New
Federation des caisses Desjardins du Quebec1,300$12.1K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC946$10.6K0.00%+226+31.4%Added
CWM, LLC520$5.00K0.00%−967−65.0%Reduced
Advisor Group Holdings, Inc.496$4.61K0.00%+457+1,171.8%Added
Jones Financial Companies LLLP400$3.72K0.00%+400New
CIBC Private Wealth Group, LLC207$2.45K0.00%−678−76.6%Reduced
Rhumbline Advisers230$2.14K0.00%−2,145−90.3%Reduced