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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding GDS Holdings Ltd; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baupost Group LLCSuperinvestorBaupost Group | 3,044,818 | $122.7M | 2.40% | 00.0% | Unchanged |
| Bamco Inc | 4,597,246 | $185.2M | 0.56% | +812,398+21.5% | Added |
| Tekne Capital Management, LLC | 5,051,818 | $203.5M | 86.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 7,004,083 | $282.2M | 0.18% | 00.0% | Unchanged |
| Sachem Head Capital Management LP | 8,685,000 | $349.9M | 8.43% | −615,000−6.6% | Reduced |
| Singapore Technologies Telemedia Pte Ltd | 9,835,680 | $396.3M | 100.00% | 00.0% | Unchanged |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −1,428,017−100.0% | Sold out |
| Tiger Pacific Capital LP | 0 | $0 | 0.00% | −599,097−100.0% | Sold out |
| Senvest Management, LLC | 0 | $0 | 0.00% | −502,655−100.0% | Sold out |
| Nuveen, LLC | 0 | $0 | 0.00% | −377,800−100.0% | Sold out |
| Taikang Asset Management (Hong Kong) Co Ltd | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −150,534−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −106,406−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −31,535−100.0% | Sold out |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −29,000−100.0% | Sold out |
| Long Corridor Asset Management Ltd | 0 | $0 | 0.00% | −17,425−100.0% | Sold out |
| Eschler Asset Management LLP | 0 | $0 | 0.00% | −16,300−100.0% | Sold out |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −13,271−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −11,900−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −7,799−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −7,750−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −3,393−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −755−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −403−100.0% | Sold out |
| Walsh & Associates, LLC | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| SBI Securities Co., Ltd. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| DV Equities, LLC | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |