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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, Q4 2024

Institutional positions in GDS Holdings Ltd as of Dec 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
137
−1 vs. Q3 2024
Shares held
83.3M
+3.00M (+3.7%) vs. Q3 2024
Total value
$1.98B
+$341.3M (+20.8%) vs. Q3 2024
New holders
27
43 more added
Sold out
28
40 more reduced

1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 137 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 2024: $1.98B
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 2024

Shares, value and share of portfolio for each institution holding GDS Holdings Ltd; share changes are against Q3 2024.

Institutions holding GDS in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
MY.Alpha Management HK Advisors Ltd285,300$6.78M2.98%+285,300New
Selkirk Management LLC287,000$6.82M2.45%+129,900+82.7%Added
Point72 Hong Kong Ltd287,193$6.82M0.43%+187,002+186.6%Added
Royal Bank of Canada290,230$6.90M0.00%−9,298−3.1%Reduced
Swedbank AB337,374$8.02M0.01%−1,600−0.5%Reduced
JPMorgan Chase & Co364,332$8.66M0.00%−246,489−40.4%Reduced
Healthcare of Ontario Pension Plan Trust Fund397,900$9.45M0.02%−936,000−70.2%Reduced
APG Asset Management N.V.421,577$9.67M0.03%+421,577New
Bank of America Corp445,652$10.6M0.00%+267,401+150.0%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.463,538$11.0M0.03%+463,538New
Voloridge Investment Management, LLC521,171$12.4M0.04%+140,343+36.9%Added
BlackRock, Inc.532,873$12.7M0.00%+147,194+38.2%Added
Mirae Asset Global ETFs Holdings Ltd.658,321$15.6M0.03%+213,298+47.9%Added
Two Sigma Investments, LP661,087$15.7M0.04%−44,551−6.3%Reduced
Light Street Capital Management, LLC785,156$18.7M3.84%+785,156New
Pacer Advisors, Inc.898,982$21.4M0.05%+188,072+26.5%Added
Millennium Management LLC904,069$21.5M0.02%+505,308+126.7%Added
Waterfront Capital Partners, LLC970,199$23.1M4.31%+737,125+316.3%Added
Marshall Wace, LLP1,029,534$24.5M0.03%−148,057−12.6%Reduced
Massachusetts Financial Services Co1,166,665$27.7M0.01%−37,991−3.2%Reduced
Cerity Partners LLC1,210,839$28.8M0.06%−4170.0%Reduced
UBS Group AG1,389,204$33.0M0.01%+892,788+179.8%Added
Farallon Capital Management, L.L.C.1,531,133$36.4M0.19%00.0%Unchanged
D. E. Shaw & Co., Inc.1,576,824$37.5M0.04%+609,728+63.0%Added
Morgan Stanley1,608,506$38.2M0.00%−775,735−32.5%Reduced
Triata Capital Ltd1,745,440$41.5M17.18%+1,745,440New
Indus Capital Partners, LLC1,745,558$41.5M29.82%+487,800+38.8%Added
Driehaus Capital Management LLC1,845,623$43.9M0.36%+1,221,289+195.6%Added
American Century Companies Inc2,323,482$55.2M0.03%+1,942,341+509.6%Added
Goldman Sachs Group Inc3,137,508$74.5M0.01%−353,051−10.1%Reduced
Canada Pension Plan Investment Board3,941,425$93.6M0.09%00.0%Unchanged
Baupost Group LLCSuperinvestorBaupost Group4,249,952$101.0M2.94%00.0%Unchanged
Aspex Management (HK) Ltd4,926,727$117.1M3.16%+922,709+23.0%Added
12 West Capital Management LP5,609,137$133.3M13.96%−74,837−1.3%Reduced
Tekne Capital Management, LLC6,194,521$147.2M52.08%00.0%Unchanged
Bamco Inc6,673,226$158.6M0.41%+632,671+10.5%Added
Singapore Technologies Telemedia Pte Ltd15,835,680$376.3M100.00%00.0%Unchanged
Sachem Head Capital Management LP0$00.00%−2,825,000−100.0%Sold out
Portolan Capital Management, LLC0$00.00%−1,302,533−100.0%Sold out
William Blair Investment Management, LLC0$00.00%−633,833−100.0%Sold out
Luxor Capital Group, LP0$00.00%−489,842−100.0%Sold out
Boston Partners0$00.00%−229,322−100.0%Sold out
Trexquant Investment LP0$00.00%−102,613−100.0%Sold out
GTS Securities LLC0$00.00%−79,332−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−66,661−100.0%Sold out
Seven Eight Capital, LP0$00.00%−53,335−100.0%Sold out
Penserra Capital Management LLC0$00.00%−49,826−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−49,076−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−34,777−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−33,945−100.0%Sold out
Envestnet Asset Management Inc0$00.00%−25,935−100.0%Sold out
Centiva Capital, LP0$00.00%−23,479−100.0%Sold out
Prudential Financial Inc0$00.00%−22,822−100.0%Sold out
Engineers Gate Manager LP0$00.00%−20,873−100.0%Sold out
Quadrature Capital Ltd0$00.00%−20,867−100.0%Sold out
XTX Topco Ltd0$00.00%−20,557−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−18,440−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−12,952−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−12,753−100.0%Sold out
Central Asset Investments & Management Holdings (HK) Ltd0$00.00%−12,000−100.0%Sold out
HRT Financial LP0$00.00%−11,639−100.0%Sold out
Scientech Research LLC0$00.00%−10,667−100.0%Sold out
Advisory Services Network, LLC0$00.00%−11,300−100.0%Sold out
Public Employees Retirement System of Ohio0$00.00%−3,150−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−742−100.0%Sold out
Raymond James & Associates––––Not filed