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 |
|---|---|---|---|---|---|
| Y-Intercept (Hong Kong) Ltd | 78,373 | $2.40M | 0.06% | +78,373 | New |
| Walleye Capital LLC | 78,537 | $2.40M | 0.02% | +37,190+89.9% | Added |
| HSBC Holdings PLC | 84,464 | $2.60M | 0.00% | −96,689−53.4% | Reduced |
| Geode Capital Management, LLC | 87,352 | $2.67M | 0.00% | −4,836−5.2% | Reduced |
| Deutsche Bank AG | 94,960 | $2.90M | 0.00% | +18,160+23.6% | Added |
| Raymond James Financial Inc | 98,640 | $3.02M | 0.00% | +6,498+7.1% | Added |
| SIH Partners, LLLP | 121,088 | $3.70M | 0.35% | +121,088 | New |
| Lighthouse Investment Partners, LLC | 125,000 | $3.82M | 0.17% | +125,000 | New |
| Polymer Capital Management (HK) LTD | 147,552 | $4.51M | 0.71% | +117,552+391.8% | Added |
| Saba Capital Management, L.P. | 167,174 | $5.11M | 0.14% | +13,000+8.4% | Added |
| Fred Alger Management, LLC | 168,436 | $5.15M | 0.02% | +168,436 | New |
| Dimensional Fund Advisors LP | 173,999 | $5.32M | 0.00% | +23,948+16.0% | Added |
| Hidden Lake Asset Management LP | 176,690 | $5.40M | 2.65% | +92,600+110.1% | Added |
| Susquehanna International Group, LLP | 189,414 | $5.79M | 0.01% | +189,414 | New |
| Centerbridge Partners, L.P. | 204,971 | $6.27M | 1.45% | 00.0% | Unchanged |
| Bank of America Corp | 230,573 | $7.05M | 0.00% | +60,332+35.4% | Added |
| Voloridge Investment Management, LLC | 232,736 | $7.11M | 0.03% | −213,681−47.9% | Reduced |
| LMR Partners LLP | 247,803 | $7.58M | 0.12% | +180,028+265.6% | Added |
| Pinnacle Associates Ltd | 260,807 | $7.97M | 0.12% | −1,980−0.8% | Reduced |
| Selkirk Management LLC | 287,000 | $8.77M | 2.59% | 00.0% | Unchanged |
| Monolith Management Ltd | 301,872 | $9.23M | 3.26% | +113,735+60.5% | Added |
| BlackRock, Inc. | 305,781 | $9.35M | 0.00% | −28,377−8.5% | Reduced |
| BNP Paribas Arbitrage, SA | 306,651 | $9.37M | 0.01% | −55,214−15.3% | Reduced |
| Royal Bank of Canada | 310,833 | $9.50M | 0.00% | −68,456−18.0% | Reduced |
| FMR LLC | 314,654 | $9.62M | 0.00% | −422,148−57.3% | Reduced |
| Eschler Asset Management LLP | 355,200 | $10.9M | 8.26% | +355,200 | New |
| Waterfront Capital Partners, LLC | 358,221 | $11.0M | 2.72% | +283,221+377.6% | Added |
| APG Asset Management N.V. | 421,577 | $11.0M | 0.03% | 00.0% | Unchanged |
| National Bank of Canada | 369,600 | $11.3M | 0.01% | +369,600 | New |
| Nuveen, LLC | 377,400 | $11.5M | 0.00% | +27,700+7.9% | Added |
| Ameriprise Financial Inc | 380,179 | $11.6M | 0.00% | −72,390−16.0% | Reduced |
| Carrhae Capital LLP | 416,903 | $12.7M | 1.22% | +416,903 | New |
| Balyasny Asset Management LLC | 424,255 | $13.0M | 0.03% | −5,845−1.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 438,459 | $13.2M | 0.03% | −249−0.1% | Reduced |
| MY.Alpha Management HK Advisors Ltd | 466,900 | $14.3M | 10.59% | +466,900 | New |
| Standard Life Aberdeen plc | 537,175 | $16.4M | 0.03% | +147,028+37.7% | Added |
| Citigroup Inc | 547,773 | $16.7M | 0.01% | +254,217+86.6% | 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 |
| Mirae Asset Global ETFs Holdings Ltd. | 601,547 | $18.4M | 0.04% | +64,913+12.1% | Added |
| Millennium Management LLC | 611,511 | $18.7M | 0.02% | +101,626+19.9% | Added |
| Pacer Advisors, Inc. | 699,479 | $21.4M | 0.05% | +174,372+33.2% | Added |
| Burkehill Global Management, LP | 700,000 | $21.4M | 1.58% | +700,000 | New |
| Light Street Capital Management, LLC | 714,582 | $21.8M | 4.46% | +714,582 | New |
| Jane Street Group, LLC | 805,630 | $24.6M | 0.04% | +545,702+209.9% | Added |
| American Century Companies Inc | 830,885 | $25.4M | 0.01% | −92,085−10.0% | Reduced |
| Cerity Partners LLC | 967,486 | $29.6M | 0.05% | −11,400−1.2% | Reduced |
| UBS Group AG | 979,192 | $29.9M | 0.01% | −1,067,231−52.2% | Reduced |
| Alyeska Investment Group, L.P. | 1,167,813 | $35.7M | 0.13% | +1,030,560+750.8% | Added |
| Massachusetts Financial Services Co | 1,204,006 | $36.8M | 0.01% | +26,503+2.3% | Added |
| Triata Capital Ltd | 1,777,614 | $54.3M | 10.61% | +1,481,595+500.5% | Added |
| Morgan Stanley | 2,730,393 | $83.5M | 0.01% | +95,936+3.6% | Added |
| Goldman Sachs Group Inc | 2,795,254 | $85.5M | 0.01% | +123,346+4.6% | Added |
| Bamco Inc | 3,153,908 | $96.4M | 0.26% | +86,503+2.8% | Added |
| Baupost Group LLCSuperinvestorBaupost Group | 3,249,952 | $99.4M | 2.41% | −1,000,000−23.5% | Reduced |
| Aspex Management (HK) Ltd | 4,406,949 | $134.7M | 2.93% | +1,397,073+46.4% | Added |
| 12 West Capital Management LP | 4,864,476 | $148.7M | 15.73% | 00.0% | Unchanged |
| Tekne Capital Management, LLC | 6,263,467 | $191.5M | 66.63% | +403,256+6.9% | Added |
| Sachem Head Capital Management LP | 6,879,485 | $210.3M | 6.57% | +2,664,485+63.2% | Added |
| Canada Pension Plan Investment Board | 7,004,083 | $214.1M | 0.18% | +3,062,658+77.7% | Added |
| Singapore Technologies Telemedia Pte Ltd | 15,835,680 | $484.1M | 100.00% | 00.0% | Unchanged |
| Indus Capital Partners, LLC | 0 | $0 | 0.00% | −1,342,258−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −704,673−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −656,925−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −494,976−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −409,385−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −347,800−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −257,934−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −239,852−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −219,745−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −209,778−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −112,742−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −103,722−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −61,800−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −60,307−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −60,217−100.0% | Sold out |
| Yong Rong (HK) Asset Management Ltd | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −31,715−100.0% | Sold out |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −27,500−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −26,362−100.0% | Sold out |
| Central Asset Investments & Management Holdings (HK) Ltd | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −15,500−100.0% | Sold out |
| Apeiron Capital Ltd | 0 | $0 | 0.00% | −15,100−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −14,260−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −13,441−100.0% | Sold out |
| Siren, L.L.C. | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −11,390−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −10,608−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1,029−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −783−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −467−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −318−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |
| Pinpoint Asset Management Ltd | – | – | – | – | Not filed |