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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, Q1 2026

Institutional positions in GDS Holdings Ltd as of Mar 31, 2026. 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
206
+28 vs. Q4 2025
Shares held
91.3M
+14.0M (+18.1%) vs. Q4 2025
Total value
$3.67B
+$977.0M (+36.2%) vs. Q4 2025
New holders
50
73 more added
Sold out
22
59 more reduced

2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 206 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 heldQ1 2026: $3.67B
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, Q1 2026

Shares, value and share of portfolio for each institution holding GDS Holdings Ltd; share changes are against Q4 2025.

Institutions holding GDS in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Singapore Technologies Telemedia Pte Ltd9,835,680$396.3M100.00%00.0%Unchanged
Sachem Head Capital Management LP8,685,000$349.9M8.43%−615,000−6.6%Reduced
Canada Pension Plan Investment Board7,004,083$282.2M0.18%00.0%Unchanged
Tekne Capital Management, LLC5,051,818$203.5M86.00%00.0%Unchanged
Bamco Inc4,597,246$185.2M0.56%+812,398+21.5%Added
Baupost Group LLCSuperinvestorBaupost Group3,044,818$122.7M2.40%00.0%Unchanged
Barclays PLC2,991,175$120.5M0.04%+1,270,928+73.9%Added
12 West Capital Management LP2,576,576$103.8M17.52%−1,707,200−39.9%Reduced
Carrhae Capital LLP2,184,662$88.0M6.21%+17,463+0.8%Added
Bank of America Corp2,177,301$87.7M0.01%+442,414+25.5%Added
Goldman Sachs Group Inc2,048,332$82.5M0.01%+1,644,913+407.7%Added
UBS Group AG2,025,626$81.6M0.01%+472,225+30.4%Added
D. E. Shaw & Co., Inc.1,964,818$79.2M0.06%+1,964,818New
Marshall Wace, LLP1,720,653$69.3M0.07%+214,309+14.2%Added
WCM Investment Management, LLC1,733,937$68.1M0.16%+1,733,937New
Morgan Stanley1,593,952$64.2M0.00%+445,458+38.8%Added
Point72 Asset Management, L.P.1,553,052$62.6M0.11%+349,173+29.0%Added
Mirae Asset Global ETFs Holdings Ltd.1,435,002$57.8M0.08%+556,554+63.4%Added
Ward Ferry Management (BVI) Ltd1,274,169$51.3M8.12%+1,274,169New
BlackRock, Inc.1,236,531$49.8M0.00%+561,407+83.2%Added
Avala Global LP1,230,580$49.6M2.38%+1,230,580New
HSBC Holdings PLC1,220,693$48.7M0.03%+911,191+294.4%Added
Dendur Capital LP1,148,000$46.3M3.40%+1,148,000New
American Century Companies Inc1,129,178$45.5M0.02%−44,314−3.8%Reduced
Triata Capital Ltd1,087,902$43.8M7.94%−1,886,396−63.4%Reduced
Cerity Partners LLC1,062,310$42.8M0.06%+274,808+34.9%Added
Citigroup Inc874,144$35.2M0.02%+619,607+243.4%Added
MY.Alpha Management HK Advisors Ltd853,182$34.4M13.98%+399,011+87.9%Added
Millennium Management LLC827,037$33.3M0.02%+202,030+32.3%Added
Electron Capital Partners, LLC780,979$31.5M1.48%+675,531+640.6%Added
Ghisallo Capital Management LLC750,000$30.2M0.83%+750,000New
Burkehill Global Management, LP700,000$28.2M1.40%00.0%Unchanged
BNP PARIBAS ASSET MANAGEMENT Holding S.A.670,491$26.3M0.03%−21,207−3.1%Reduced
Philosophy Capital Management LLC582,662$23.5M2.74%+12,522+2.2%Added
Citadel Advisors LLC560,751$22.6M0.02%+500,077+824.2%Added
Balyasny Asset Management LLC550,485$22.2M0.04%+280,416+103.8%Added
Franklin Resources Inc542,813$21.9M0.01%+100,211+22.6%Added
Allianz Asset Management GmbH521,767$21.0M0.02%+521,767New
Nishkama Capital, LLC498,127$20.1M2.86%−59,185−10.6%Reduced
JPMorgan Chase & Co507,665$19.9M0.00%−161,883−24.2%Reduced
UBS Asset Management Americas Inc472,102$19.0M0.00%+472,065+1,275,851.4%Added
Broad Peak Investment Advisers Pte Ltd445,050$17.9M3.64%+445,050New
Oasis Management Co Ltd.414,524$16.7M2.00%+414,524New
Qube Research & Technologies Ltd408,356$16.5M0.02%+408,356New
Standard Life Aberdeen plc405,287$16.3M0.03%−171,211−29.7%Reduced
Alyeska Investment Group, L.P.400,000$16.1M0.05%−628,000−61.1%Reduced
Ardmore Road Asset Management LP400,000$16.1M1.06%+400,000New
APG Asset Management N.V.421,577$14.7M0.05%00.0%Unchanged
Pinpoint Asset Management (Singapore) Pte. Ltd.356,355$14.4M3.38%+247,034+226.0%Added
BNP Paribas Arbitrage, SA331,443$13.4M0.01%+23,613+7.7%Added
Fred Alger Management, LLC321,315$12.9M0.06%−1,274−0.4%Reduced
Manufacturers Life Insurance Company, The297,543$12.0M0.01%+297,543New
Farallon Capital Management, L.L.C.292,000$11.8M0.07%+292,000New
Selkirk Management LLC287,000$11.6M3.93%00.0%Unchanged
SIH Partners, LLLP275,512$11.1M0.34%+10,312+3.9%Added
Pinnacle Associates Ltd253,022$10.2M0.13%−365−0.1%Reduced
ShawSpring Partners LLC221,782$8.94M3.34%+221,782New
Jain Global LLC202,693$8.17M0.10%+500+0.2%Added
Royal Bank of Canada200,682$8.09M0.00%−77,081−27.8%Reduced
Deutsche Bank AG197,930$7.97M0.00%−17,180−8.0%Reduced
Dimensional Fund Advisors LP194,671$7.84M0.00%−2,538−1.3%Reduced
Pacer Advisors, Inc.192,645$7.76M0.02%−17,307−8.2%Reduced
Lighthouse Investment Partners, LLC164,031$6.61M0.25%+59,687+57.2%Added
Barometer Capital Management Inc.158,500$6.39M2.19%+152,000+2,338.5%Added
WT Asset Management Ltd150,000$6.04M0.13%+150,000New
Hidden Lake Asset Management LP142,149$5.73M3.80%+54,272+61.8%Added
Longaeva Partners L.P.135,882$5.47M0.26%+135,882New
Maxi Investments CY Ltd133,000$5.36M1.17%−39,700−23.0%Reduced
Raymond James Financial Inc119,337$4.81M0.00%−19,042−13.8%Reduced
LMR Partners LLP118,365$4.77M0.04%−205,600−63.5%Reduced
AI-Squared Management Ltd106,200$4.28M3.11%−60,540−36.3%Reduced
Pictet Asset Management Holding SA102,607$4.13M0.00%−40,164−28.1%Reduced
Future Fund LLC89,821$3.62M1.27%+18,122+25.3%Added
Fiera Capital Corp89,299$3.60M0.01%+18,247+25.7%Added
Geode Capital Management, LLC81,260$3.27M0.00%−3,951−4.6%Reduced
Polymer Capital Management (HK) LTD76,211$3.07M0.43%+68,527+891.8%Added
One Capital Management, LLC74,821$3.01M0.08%+15,773+26.7%Added
Light Street Capital Management, LLC71,642$2.89M0.58%+6,370+9.8%Added
Saba Capital Management, L.P.70,000$2.82M0.09%−90,000−56.3%Reduced
Invesco Ltd.64,458$2.60M0.00%−5,058−7.3%Reduced
XTX Topco Ltd63,808$2.57M0.04%+57,944+988.1%Added
ExodusPoint Capital Management, LP60,906$2.45M0.02%+33,125+119.2%Added
Squarepoint Ops LLC55,828$2.25M0.00%+55,828New
Driehaus Capital Management LLC51,576$2.08M0.02%00.0%Unchanged
Creative Planning47,900$1.93M0.00%−5,430−10.2%Reduced
Harbor Advisors LLC47,500$1.91M0.28%+27,500+137.5%Added
Itau Unibanco Holding S.A.46,999$1.89M0.05%+46,999New
Walleye Trading LLC41,091$1.66M0.03%+41,091New
IMC-Chicago, LLC39,544$1.59M0.02%−15,788−28.5%Reduced
Quantinno Capital Management LP38,566$1.55M0.00%+24,187+168.2%Added
Susquehanna International Group, LLP38,434$1.55M0.00%−176,215−82.1%Reduced
Mariner, LLC36,815$1.48M0.00%+7,843+27.1%Added
Mirae Asset Global Investments Co., Ltd.34,648$1.40M0.00%−2,426−6.5%Reduced
Dymon Asia Capital (Singapore) Pte. Ltd.34,487$1.39M0.31%−57,811−62.6%Reduced
Hel Ved Capital Management Ltd32,500$1.31M0.23%+32,500New
Beaconlight Capital, LLC31,989$1.29M0.73%−104,054−76.5%Reduced
Susquehanna Advisors Group, Inc.31,427$1.27M0.06%00.0%Unchanged
Wells Fargo & Company30,931$1.25M0.00%+316+1.0%Added
Ameriprise Financial Inc29,846$1.20M0.00%+729+2.5%Added
NewEdge Wealth, LLC28,637$1.15M0.01%+28,637New