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 2025
Institutional positions in GDS Holdings Ltd as of Jun 30, 2025. 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
- 161
- +9 vs. Q1 2025
- Shares held
- 81.0M
- +5.59M (+7.4%) vs. Q1 2025
- Total value
- $2.47B
- +$565.1M (+29.6%) vs. Q1 2025
- New holders
- 42
- 54 more added
- Sold out
- 33
- 47 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding GDS Holdings Ltd; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Singapore Technologies Telemedia Pte Ltd | 15,835,680 | $484.1M | 100.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 7,004,083 | $214.1M | 0.18% | +3,062,658+77.7% | Added |
| Sachem Head Capital Management LP | 6,879,485 | $210.3M | 6.57% | +2,664,485+63.2% | Added |
| Tekne Capital Management, LLC | 6,263,467 | $191.5M | 66.63% | +403,256+6.9% | Added |
| 12 West Capital Management LP | 4,864,476 | $148.7M | 15.73% | 00.0% | Unchanged |
| Aspex Management (HK) Ltd | 4,406,949 | $134.7M | 2.93% | +1,397,073+46.4% | Added |
| Baupost Group LLCSuperinvestorBaupost Group | 3,249,952 | $99.4M | 2.41% | −1,000,000−23.5% | Reduced |
| Bamco Inc | 3,153,908 | $96.4M | 0.26% | +86,503+2.8% | Added |
| Goldman Sachs Group Inc | 2,795,254 | $85.5M | 0.01% | +123,346+4.6% | Added |
| Morgan Stanley | 2,730,393 | $83.5M | 0.01% | +95,936+3.6% | Added |
| Triata Capital Ltd | 1,777,614 | $54.3M | 10.61% | +1,481,595+500.5% | Added |
| Massachusetts Financial Services Co | 1,204,006 | $36.8M | 0.01% | +26,503+2.3% | Added |
| Alyeska Investment Group, L.P. | 1,167,813 | $35.7M | 0.13% | +1,030,560+750.8% | Added |
| UBS Group AG | 979,192 | $29.9M | 0.01% | −1,067,231−52.2% | Reduced |
| Cerity Partners LLC | 967,486 | $29.6M | 0.05% | −11,400−1.2% | Reduced |
| American Century Companies Inc | 830,885 | $25.4M | 0.01% | −92,085−10.0% | Reduced |
| Jane Street Group, LLC | 805,630 | $24.6M | 0.04% | +545,702+209.9% | Added |
| Light Street Capital Management, LLC | 714,582 | $21.8M | 4.46% | +714,582 | New |
| Burkehill Global Management, LP | 700,000 | $21.4M | 1.58% | +700,000 | New |
| Pacer Advisors, Inc. | 699,479 | $21.4M | 0.05% | +174,372+33.2% | Added |
| Millennium Management LLC | 611,511 | $18.7M | 0.02% | +101,626+19.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 601,547 | $18.4M | 0.04% | +64,913+12.1% | Added |
| Norges Bank | 600,000 | $18.3M | 0.00% | +600,000 | New |
| Ghisallo Capital Management LLC | 600,000 | $18.3M | 0.49% | +600,000 | New |
| Citigroup Inc | 547,773 | $16.7M | 0.01% | +254,217+86.6% | Added |
| Standard Life Aberdeen plc | 537,175 | $16.4M | 0.03% | +147,028+37.7% | Added |
| MY.Alpha Management HK Advisors Ltd | 466,900 | $14.3M | 10.59% | +466,900 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 438,459 | $13.2M | 0.03% | −249−0.1% | Reduced |
| Balyasny Asset Management LLC | 424,255 | $13.0M | 0.03% | −5,845−1.4% | Reduced |
| Carrhae Capital LLP | 416,903 | $12.7M | 1.22% | +416,903 | New |
| Ameriprise Financial Inc | 380,179 | $11.6M | 0.00% | −72,390−16.0% | Reduced |
| Nuveen, LLC | 377,400 | $11.5M | 0.00% | +27,700+7.9% | Added |
| National Bank of Canada | 369,600 | $11.3M | 0.01% | +369,600 | New |
| APG Asset Management N.V. | 421,577 | $11.0M | 0.03% | 00.0% | Unchanged |
| Waterfront Capital Partners, LLC | 358,221 | $11.0M | 2.72% | +283,221+377.6% | Added |
| Eschler Asset Management LLP | 355,200 | $10.9M | 8.26% | +355,200 | New |
| FMR LLC | 314,654 | $9.62M | 0.00% | −422,148−57.3% | Reduced |
| Royal Bank of Canada | 310,833 | $9.50M | 0.00% | −68,456−18.0% | Reduced |
| BNP Paribas Arbitrage, SA | 306,651 | $9.37M | 0.01% | −55,214−15.3% | Reduced |
| BlackRock, Inc. | 305,781 | $9.35M | 0.00% | −28,377−8.5% | Reduced |
| Monolith Management Ltd | 301,872 | $9.23M | 3.26% | +113,735+60.5% | Added |
| Selkirk Management LLC | 287,000 | $8.77M | 2.59% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 260,807 | $7.97M | 0.12% | −1,980−0.8% | Reduced |
| LMR Partners LLP | 247,803 | $7.58M | 0.12% | +180,028+265.6% | Added |
| Voloridge Investment Management, LLC | 232,736 | $7.11M | 0.03% | −213,681−47.9% | Reduced |
| Bank of America Corp | 230,573 | $7.05M | 0.00% | +60,332+35.4% | Added |
| Centerbridge Partners, L.P. | 204,971 | $6.27M | 1.45% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 189,414 | $5.79M | 0.01% | +189,414 | New |
| Hidden Lake Asset Management LP | 176,690 | $5.40M | 2.65% | +92,600+110.1% | Added |
| Dimensional Fund Advisors LP | 173,999 | $5.32M | 0.00% | +23,948+16.0% | Added |
| Fred Alger Management, LLC | 168,436 | $5.15M | 0.02% | +168,436 | New |
| Saba Capital Management, L.P. | 167,174 | $5.11M | 0.14% | +13,000+8.4% | Added |
| Polymer Capital Management (HK) LTD | 147,552 | $4.51M | 0.71% | +117,552+391.8% | Added |
| Lighthouse Investment Partners, LLC | 125,000 | $3.82M | 0.17% | +125,000 | New |
| SIH Partners, LLLP | 121,088 | $3.70M | 0.35% | +121,088 | New |
| Raymond James Financial Inc | 98,640 | $3.02M | 0.00% | +6,498+7.1% | Added |
| Deutsche Bank AG | 94,960 | $2.90M | 0.00% | +18,160+23.6% | Added |
| Geode Capital Management, LLC | 87,352 | $2.67M | 0.00% | −4,836−5.2% | Reduced |
| HSBC Holdings PLC | 84,464 | $2.60M | 0.00% | −96,689−53.4% | Reduced |
| Walleye Capital LLC | 78,537 | $2.40M | 0.02% | +37,190+89.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 78,373 | $2.40M | 0.06% | +78,373 | New |
| Invesco Ltd. | 77,230 | $2.36M | 0.00% | −13,048−14.5% | Reduced |
| Anson Funds Management LP | 75,000 | $2.29M | 0.42% | +24,200+47.6% | Added |
| Electron Capital Partners, LLC | 69,444 | $2.12M | 0.11% | −157−0.2% | Reduced |
| Marshall Wace, LLP | 69,269 | $2.12M | 0.00% | −1,059,590−93.9% | Reduced |
| Maplelane Capital, LLC | 65,000 | $1.99M | 0.12% | +65,000 | New |
| Barclays PLC | 56,558 | $1.73M | 0.00% | +52,525+1,302.4% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 55,000 | $1.68M | 0.22% | +55,000 | New |
| Driehaus Capital Management LLC | 54,004 | $1.65M | 0.01% | −1,544,803−96.6% | Reduced |
| Barometer Capital Management Inc. | 52,600 | $1.61M | 0.44% | +12,000+29.6% | Added |
| Creative Planning | 50,184 | $1.53M | 0.00% | −28,252−36.0% | Reduced |
| Centiva Capital, LP | 49,100 | $1.50M | 0.10% | +20,191+69.8% | Added |
| Concentric Capital Strategies, LP | 46,984 | $1.44M | 0.08% | +46,984 | New |
| Headlands Technologies LLC | 46,386 | $1.42M | 0.17% | +31,810+218.2% | Added |
| CastleKnight Management LP | 44,200 | $1.35M | 0.09% | +16,800+61.3% | Added |
| Future Fund LLC | 43,596 | $1.33M | 0.59% | +43,596 | New |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 40,000 | $1.22M | 0.87% | −16,700−29.5% | Reduced |
| Caption Management, LLC | 40,000 | $1.22M | 0.11% | +40,000 | New |
| State of New Jersey Common Pension Fund D | 36,694 | $1.12M | 0.00% | +3,746+11.4% | Added |
| Schonfeld Strategic Advisors LLC | 36,103 | $1.10M | 0.01% | +36,103 | New |
| Group One Trading, L.P. | 29,066 | $888.5K | 0.03% | +12,599+76.5% | Added |
| Boothbay Fund Management, LLC | 27,673 | $846.0K | 0.03% | +27,673 | New |
| Mariner, LLC | 26,936 | $823.4K | 0.00% | −389−1.4% | Reduced |
| One Capital Management, LLC | 26,364 | $805.9K | 0.03% | +26,364 | New |
| Bayforest Capital Ltd | 25,648 | $784.1K | 0.34% | +1,029+4.2% | Added |
| Hood River Capital Management LLC | 25,297 | $773.3K | 0.01% | +25,297 | New |
| Amiral Gestion | 25,000 | $764.3K | 0.33% | +7,000+38.9% | Added |
| Wells Fargo & Company | 23,915 | $731.1K | 0.00% | +1,273+5.6% | Added |
| Northern Trust Corp | 21,854 | $668.1K | 0.00% | −40,676−65.1% | Reduced |
| Verition Fund Management LLC | 20,021 | $612.0K | 0.00% | +10,807+117.3% | Added |
| Capula Management Ltd | 20,000 | $611.4K | 0.01% | +20,000 | New |
| D. E. Shaw & Co., Inc. | 18,375 | $561.7K | 0.00% | −766,436−97.7% | Reduced |
| Macroview Investment Management LLC | 15,460 | $472.6K | 0.39% | −3,090−16.7% | Reduced |
| Wetherby Asset Management Inc | 15,151 | $463.2K | 0.02% | +15,151 | New |
| Farther Finance Advisors, LLC | 14,759 | $451.2K | 0.01% | +14,528+6,289.2% | Added |
| Vident Advisory, LLC | 14,482 | $442.7K | 0.00% | −11,541−44.3% | Reduced |
| LPL Financial LLC | 14,425 | $441.0K | 0.00% | +5,452+60.8% | Added |
| JustInvest LLC | 14,112 | $431.4K | 0.00% | +1,641+13.2% | Added |
| XTX Topco Ltd | 13,676 | $418.1K | 0.02% | −25,474−65.1% | Reduced |
| Itau Unibanco Holding S.A. | 13,438 | $410.8K | 0.02% | +1,526+12.8% | Added |