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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 2025

Institutional positions in GDS Holdings Ltd as of Dec 31, 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
180
−22 vs. Q3 2025
Shares held
77.5M
+251.7K (+0.3%) vs. Q3 2025
Total value
$2.70B
−$291.3M (−9.7%) vs. Q3 2025
New holders
35
67 more added
Sold out
57
54 more reduced

2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 180 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 2025: $2.70B
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 2025

Shares, value and share of portfolio for each institution holding GDS Holdings Ltd; share changes are against Q3 2025.

Institutions holding GDS in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Singapore Technologies Telemedia Pte Ltd9,835,680$343.3M100.00%00.0%Unchanged
Sachem Head Capital Management LP9,300,000$324.6M7.61%+2,885,000+45.0%Added
Canada Pension Plan Investment Board7,004,083$244.4M0.16%00.0%Unchanged
Tekne Capital Management, LLC5,051,818$176.3M62.93%−1,284,638−20.3%Reduced
12 West Capital Management LP4,283,776$149.5M17.80%−238,200−5.3%Reduced
Bamco Inc3,784,848$132.1M0.36%−473,816−11.1%Reduced
Baupost Group LLCSuperinvestorBaupost Group3,044,818$106.3M2.01%−205,134−6.3%Reduced
Triata Capital Ltd2,974,298$103.8M12.58%+566,345+23.5%Added
Carrhae Capital LLP2,167,199$75.6M5.04%+518,921+31.5%Added
Bank of America Corp1,734,887$60.5M0.00%+1,205,351+227.6%Added
Barclays PLC1,720,247$60.0M0.02%+1,711,989+20,731.3%Added
UBS Group AG1,553,401$54.2M0.01%+98,839+6.8%Added
Marshall Wace, LLP1,506,344$52.6M0.05%+279,141+22.7%Added
Discovery Capital Management, LLC1,428,017$49.8M2.70%+371,817+35.2%Added
Point72 Asset Management, L.P.1,203,879$42.0M0.07%+1,045,229+658.8%Added
American Century Companies Inc1,173,492$41.0M0.02%+67,539+6.1%Added
Morgan Stanley1,148,494$40.1M0.00%−2,561−0.2%Reduced
Alyeska Investment Group, L.P.1,028,000$35.9M0.10%−864,103−45.7%Reduced
Mirae Asset Global ETFs Holdings Ltd.878,448$30.7M0.05%+291,898+49.8%Added
Cerity Partners LLC787,502$27.5M0.04%−100.0%Reduced
Burkehill Global Management, LP700,000$24.4M1.61%00.0%Unchanged
BNP PARIBAS ASSET MANAGEMENT Holding S.A.691,698$24.1M0.03%−27,567−3.8%Reduced
BlackRock, Inc.675,124$23.6M0.00%+123,415+22.4%Added
JPMorgan Chase & Co669,548$23.4M0.00%−446,945−40.0%Reduced
Millennium Management LLC625,007$21.8M0.02%+139,789+28.8%Added
Tiger Pacific Capital LP599,097$20.9M5.59%+599,097New
Standard Life Aberdeen plc576,498$20.1M0.03%+124,473+27.5%Added
Philosophy Capital Management LLC570,140$19.9M2.33%+570,140New
Nishkama Capital, LLC557,312$19.5M2.63%−167,167−23.1%Reduced
Senvest Management, LLC502,655$17.5M0.54%+502,655New
MY.Alpha Management HK Advisors Ltd454,171$15.9M8.50%−72,532−13.8%Reduced
Franklin Resources Inc442,602$15.4M0.00%+442,602New
Goldman Sachs Group Inc403,419$14.1M0.00%−518,730−56.3%Reduced
Nuveen, LLC377,800$13.2M0.00%−6,600−1.7%Reduced
APG Asset Management N.V.421,577$12.5M0.04%00.0%Unchanged
LMR Partners LLP323,965$11.3M0.11%−45,425−12.3%Reduced
Fred Alger Management, LLC322,589$11.3M0.04%+20,136+6.7%Added
HSBC Holdings PLC309,502$10.8M0.01%+267,010+628.4%Added
BNP Paribas Arbitrage, SA307,830$10.7M0.01%+16,594+5.7%Added
Selkirk Management LLC287,000$10.0M2.65%00.0%Unchanged
Royal Bank of Canada277,763$9.69M0.00%+2,710+1.0%Added
Balyasny Asset Management LLC270,069$9.43M0.02%−20,981−7.2%Reduced
SIH Partners, LLLP265,200$9.26M0.54%+37,100+16.3%Added
Citigroup Inc254,537$8.88M0.01%+204,675+410.5%Added
Pinnacle Associates Ltd253,387$8.84M0.11%+200.0%Added
Deutsche Bank AG215,110$7.51M0.00%+30,040+16.2%Added
Susquehanna International Group, LLP214,649$7.49M0.01%−206,325−49.0%Reduced
Pacer Advisors, Inc.209,952$7.33M0.02%−296,990−58.6%Reduced
Jain Global LLC202,193$7.06M0.07%+40,238+24.8%Added
Taikang Asset Management (Hong Kong) Co Ltd200,000$6.98M0.69%+50,000+33.3%Added
Dimensional Fund Advisors LP197,209$6.88M0.00%+11,440+6.2%Added
Maxi Investments CY Ltd172,700$6.03M1.10%+172,700New
AI-Squared Management Ltd166,740$5.82M6.76%+68,460+69.7%Added
Saba Capital Management, L.P.160,000$5.58M0.19%00.0%Unchanged
Walleye Capital LLC150,534$5.25M0.03%−102,691−40.6%Reduced
Pictet Asset Management Holding SA142,771$4.98M0.00%+142,771New
Raymond James Financial Inc138,379$4.83M0.00%+13,673+11.0%Added
Beaconlight Capital, LLC136,043$4.75M2.77%−25,772−15.9%Reduced
PEAK6 LLC121,194$4.23M0.12%−22,366−15.6%Reduced
Pinpoint Asset Management (Singapore) Pte. Ltd.109,321$3.82M0.79%+5,147+4.9%Added
Trexquant Investment LP106,406$3.71M0.03%+65,812+162.1%Added
Electron Capital Partners, LLC105,448$3.68M0.17%+36,166+52.2%Added
Lighthouse Investment Partners, LLC104,344$3.64M0.12%−48,124−31.6%Reduced
Dymon Asia Capital (Singapore) Pte. Ltd.92,298$3.22M0.71%+28,575+44.8%Added
Hidden Lake Asset Management LP87,877$3.07M1.67%−117,619−57.2%Reduced
Geode Capital Management, LLC85,211$2.97M0.00%−5,198−5.7%Reduced
Future Fund LLC71,699$2.50M0.88%+8,394+13.3%Added
Fiera Capital Corp71,052$2.48M0.01%+71,052New
Invesco Ltd.69,516$2.43M0.00%−8,011−10.3%Reduced
Light Street Capital Management, LLC65,272$2.28M0.35%−179,285−73.3%Reduced
Citadel Advisors LLC60,674$2.12M0.00%−458,710−88.3%Reduced
One Capital Management, LLC59,048$2.06M0.06%+17,280+41.4%Added
IMC-Chicago, LLC55,332$1.93M0.03%+55,332New
Creative Planning53,330$1.86M0.00%+22,818+74.8%Added
Driehaus Capital Management LLC51,576$1.80M0.01%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.37,074$1.29M0.00%−6,183−14.3%Reduced
Jump Financial, LLC34,619$1.21M0.02%+34,619New
CastleKnight Management LP34,200$1.19M0.07%00.0%Unchanged
BlueCrest Capital Management Ltd31,535$1.10M0.04%+23,811+308.3%Added
Susquehanna Advisors Group, Inc.31,427$1.10M0.04%−2,400−7.1%Reduced
Wells Fargo & Company30,615$1.07M0.00%+3,497+12.9%Added
Ameriprise Financial Inc29,117$1.02M0.00%−327,248−91.8%Reduced
Massar Capital Management, LP29,000$1.01M0.20%−24,570−45.9%Reduced
Mariner, LLC28,972$1.01M0.00%+2,578+9.8%Added
ExodusPoint Capital Management, LP27,781$969.6K0.01%+11,719+73.0%Added
Northern Trust Corp25,328$883.9K0.00%+3,040+13.6%Added
DV Equities, LLC173,200$749.8K0.14%+173,200New
Galvin, Gaustad & Stein, LLC21,354$745.3K0.06%+14,403+207.2%Added
State of Wyoming20,590$718.6K0.08%+2,755+15.4%Added
Laird Norton Trust Company, LLC20,428$712.9K0.01%+20,428New
Harbor Advisors LLC20,000$698.0K0.10%+5,000+33.3%Added
Long Corridor Asset Management Ltd17,425$608.1K0.04%−67,470−79.5%Reduced
Eschler Asset Management LLP16,300$568.9K0.39%−465,171−96.6%Reduced
Skopos Labs, Inc.16,112$558.3K0.03%+16,112New
JustInvest LLC15,955$556.8K0.01%+468+3.0%Added
Elevate Capital Advisors, LLC15,820$552.1K0.37%+15,820New
Portolan Capital Management, LLC15,359$536.0K0.03%+1,295+9.2%Added
Baader Bank INC15,512$534.5K0.04%+15,512New
Quent Capital, LLC15,000$523.5K0.04%+15,000New
Farther Finance Advisors, LLC14,978$522.7K0.01%−133−0.9%Reduced