GDS Holdings Ltd

GDS

Exchange: Nasdaq
Industry: Services-Computer Programming, Data Processing, Etc.
SEC CIK: 0001526125

SEC filings (opens in a new tab)

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

Q1 2026 vs. Q4 2025

How the institutions holding GDS Holdings Ltd changed between Q4 2025 and Q1 2026.

All holders in Q1 2026 All holders in Q4 2025

13F holders of GDS: Q4 2025 compared with Q1 2026
Measure	Q4 2025	Of which not filed for Q1 2026	Q1 2026	Change
Holders	180	2	206	+28
Shares	77.5M	173.6K	91.3M	+14.0M (+18.1%)
Value	$2.70B	$762.9K	$3.67B	+$977.0M (+36.2%)

2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (50)

Institutions that held GDS Holdings Ltd at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to GDS in Q1 2026
Institution	Shares	Value	% of portfolio
D. E. Shaw & Co., Inc.	1,964,818	$79.2M	0.06%
WCM Investment Management, LLC	1,733,937	$68.1M	0.16%
Ward Ferry Management (BVI) Ltd	1,274,169	$51.3M	8.12%
Avala Global LP	1,230,580	$49.6M	2.38%
Dendur Capital LP	1,148,000	$46.3M	3.40%
Ghisallo Capital Management LLC	750,000	$30.2M	0.83%
Allianz Asset Management GmbH	521,767	$21.0M	0.02%
Broad Peak Investment Advisers Pte Ltd	445,050	$17.9M	3.64%
Oasis Management Co Ltd.	414,524	$16.7M	2.00%
Qube Research & Technologies Ltd	408,356	$16.5M	0.02%
Ardmore Road Asset Management LP	400,000	$16.1M	1.06%
Manufacturers Life Insurance Company, The	297,543	$12.0M	0.01%
Farallon Capital Management, L.L.C.	292,000	$11.8M	0.07%
ShawSpring Partners LLC	221,782	$8.94M	3.34%
WT Asset Management Ltd	150,000	$6.04M	0.13%
Longaeva Partners L.P.	135,882	$5.47M	0.26%
Squarepoint Ops LLC	55,828	$2.25M	0.00%
Itau Unibanco Holding S.A.	46,999	$1.89M	0.05%
Walleye Trading LLC	41,091	$1.66M	0.03%
Hel Ved Capital Management Ltd	32,500	$1.31M	0.23%
NewEdge Wealth, LLC	28,637	$1.15M	0.01%
Toroso Investments, LLC	24,152	$973.1K	0.00%
Defiance ETFs, LLC	24,152	$973.1K	0.01%
Schonfeld Strategic Advisors LLC	23,352	$940.9K	0.01%
DRW Securities, LLC	20,293	$817.6K	0.04%
Moore Capital Management, LP	16,224	$653.7K	0.02%
CenterBook Partners LP	15,452	$622.6K	0.03%
Wellington Management Group LLP	14,396	$580.0K	0.00%
Boothbay Fund Management, LLC	10,686	$430.5K	0.01%
Storgate, LLC	10,002	$403.0K	0.32%
Two Sigma Investments, LP	9,200	$370.7K	0.00%
Atomi Financial Group, Inc.	6,520	$262.7K	0.01%
Savant Capital, LLC	6,227	$250.9K	0.00%
Impact Investors, Inc	6,082	$245.0K	0.17%
Envestnet Asset Management Inc	5,907	$238.0K	0.00%
Ballentine Partners, LLC	5,314	$214.1K	0.00%
SmartHarvest Portfolios, LLC	5,069	$204.2K	0.09%
SG Americas Securities, LLC	3,268	$132.0K	0.00%
Ninety One UK Ltd	3,196	$128.8K	0.00%
Hood River Capital Management LLC	2,300	$92.7K	0.00%
Clear Street Markets LLC	1,607	$64.7K	0.03%
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	1,303	$52.5K	0.00%
National Bank of Canada	639	$25.7K	0.00%
Nisa Investment Advisors, LLC	42	$1.69K	0.00%
Harbour Investments, Inc.	40	$1.63K	0.00%
SHP Wealth Management	39	$1.57K	0.00%
Advisory Services Network, LLC	34	$1.37K	0.00%
JPL Wealth Management, LLC	25	$1.01K	0.00%
Versant Capital Management, Inc	16	$645	0.00%
Cornerstone Financial Management LLC	11	$443	0.00%

Sold out (22)

Institutions that held GDS Holdings Ltd at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of GDS in Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
Discovery Capital Management, LLC	1,428,017	$49.8M
Tiger Pacific Capital LP	599,097	$20.9M
Senvest Management, LLC	502,655	$17.5M
Nuveen, LLC	377,800	$13.2M
Taikang Asset Management (Hong Kong) Co Ltd	200,000	$6.98M
Walleye Capital LLC	150,534	$5.25M
Trexquant Investment LP	106,406	$3.71M
BlueCrest Capital Management Ltd	31,535	$1.10M
Massar Capital Management, LP	29,000	$1.01M
Long Corridor Asset Management Ltd	17,425	$608.1K
Eschler Asset Management LLP	16,300	$568.9K
Persistent Asset Partners Ltd	13,271	$463.2K
Two Sigma Advisers, LP	11,900	$415.3K
Tudor Investment Corp Et Al	7,799	$272.2K
Wealthcare Advisory Partners LLC	7,750	$270.5K
Loomis Sayles & Co L P	3,393	$118.4K
Macquarie Group Ltd	755	$26.4K
Quantbot Technologies LP	403	$14.1K
Walsh & Associates, LLC	166	$5.79K
DV Trading LLC	20	$698
Abound Wealth Management	4	$140
SBI Securities Co., Ltd.	1	$35

Not filed for Q1 2026 yet (2)

Institutions that held GDS Holdings Ltd at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding GDS in Q4 2025 that haven't filed for Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
DV Equities, LLC	173,200	$749.8K
CIBC Private Wealth Group, LLC	375	$13.1K