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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding GDS Holdings Ltd; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bamco Inc | 2,642,963 | $24.6M | 0.07% | +2,207,495+506.9% | Added |
| Carlyle Group Inc. | 4,072,624 | $37.8M | 3.59% | 00.0% | Unchanged |
| Baupost Group LLCSuperinvestorBaupost Group | 4,249,952 | $39.5M | 1.09% | +1,649,952+63.5% | Added |
| 12 West Capital Management LP | 4,613,974 | $42.9M | 4.41% | 00.0% | Unchanged |
| Tekne Capital Management, LLC | 6,194,521 | $57.5M | 30.23% | +3,110,219+100.8% | Added |
| Canada Pension Plan Investment Board | 6,793,699 | $63.1M | 0.06% | −2,919,626−30.1% | Reduced |
| Aspex Management (HK) Ltd | 8,773,031 | $81.5M | 1.74% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 9,370,094 | $87.0M | 0.02% | +5,314,253+131.0% | Added |
| Singapore Technologies Telemedia Pte Ltd | 15,835,680 | $147.1M | 100.00% | 00.0% | Unchanged |
| Ranger Global Real Estate Advisors, LLC | 0 | $0 | 0.00% | −1,810,880−100.0% | Sold out |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −1,663,662−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −426,744−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −144,449−100.0% | Sold out |
| Garden State Investment Advisory Services LLC | 0 | $0 | 0.00% | −50,613−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −28,249−100.0% | Sold out |
| Great West Life Assurance Co | 0 | $0 | 0.00% | −18,502−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −17,302−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −15,634−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −14,500−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −13,481−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −13,051−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −11,510−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −765−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | 0 | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |