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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

Q2 2026 vs. Q1 2026

How the institutions holding GDS Holdings Ltd changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of GDS: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders2062197−7
Shares91.3M18.5K105.0M+13.7M (+15.0%)
Value$3.67B$745.3K$3.15B−$525.0M (−14.3%)

2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (41)

Institutions that held GDS Holdings Ltd at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to GDS in Q2 2026
InstitutionSharesValue% of portfolio
TOMS Capital Investment Management LP2,722,000$81.7M4.32%
Clearline Capital LP1,665,600$50.0M3.23%
Slate Path Capital LP1,501,100$45.1M0.62%
Rubric Capital Management LP485,873$14.6M0.13%
Sona Asset Management (US) LLC343,300$10.3M0.38%
Dilation Capital Management LP314,960$9.46M3.82%
Brevan Howard Capital Management LP295,573$8.74M0.12%
Irenic Capital Management LP283,000$8.50M0.61%
BlueCrest Capital Management Ltd250,000$7.51M0.32%
Arvin Capital Management LP233,952$7.03M1.32%
Himension Fund190,553$5.72M0.35%
Norges Bank187,135$5.62M0.00%
Lakewood Capital Management, LP179,000$5.38M0.28%
Alden Global Capital LLC171,775$5.16M1.89%
Context Capital Management, LLC98,300$2.95M0.06%
Trexquant Investment LP72,721$2.18M0.01%
Anson Funds Management LP64,500$1.94M0.18%
Engineers Gate Manager LP48,564$1.46M0.02%
Walleye Capital LLC46,888$1.41M0.01%
Headlands Technologies LLC36,372$1.09M0.12%
Senvest Management, LLC30,000$900.9K0.03%
Lansforsakringar Fondforvaltning AB (publ)168,000$605.0K0.00%
Syquant Capital SAS19,400$583.0K0.13%
Toronto Dominion Bank18,458$554.3K0.00%
Nomura Holdings Inc16,282$488.9K0.00%
Bridgefront Capital, LLC14,500$435.4K0.11%
Capstone Capital Management Ltd13,517$405.9K0.18%
Centiva Capital, LP11,522$346.0K0.01%
OceanIQ Capital, LLC7,000$228.4K0.14%
Franchise GP Ltd4,640$139.3K0.06%
Nykredit A/S2,085$62.6K0.00%
SRS Capital Advisors, Inc.369$11.1K0.00%
Eastern Bank281$8.44K0.00%
CoreCap Advisors, LLC168$5.04K0.00%
Silver Grove Financial Group, Inc.126$3.78K0.00%
ZRC Wealth Management, LLC78$2.34K0.00%
SBI Securities Co., Ltd.53$1.59K0.00%
Rakuten Securities, Inc.49$1.47K0.00%
Morse Asset Management, Inc20$6010.00%
Buck Wealth Strategies, LLC11$3300.00%
Global Retirement Partners, LLC8$2400.00%

Sold out (48)

Institutions that held GDS Holdings Ltd at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of GDS in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Ward Ferry Management (BVI) Ltd1,274,169$51.3M
Avala Global LP1,230,580$49.6M
Manufacturers Life Insurance Company, The297,543$12.0M
Farallon Capital Management, L.L.C.292,000$11.8M
Selkirk Management LLC287,000$11.6M
Jain Global LLC202,693$8.17M
Lighthouse Investment Partners, LLC164,031$6.61M
WT Asset Management Ltd150,000$6.04M
Hidden Lake Asset Management LP142,149$5.73M
Longaeva Partners L.P.135,882$5.47M
AI-Squared Management Ltd106,200$4.28M
Polymer Capital Management (HK) LTD76,211$3.07M
Squarepoint Ops LLC55,828$2.25M
Itau Unibanco Holding S.A.46,999$1.89M
Walleye Trading LLC41,091$1.66M
Dymon Asia Capital (Singapore) Pte. Ltd.34,487$1.39M
Beaconlight Capital, LLC31,989$1.29M
DRW Securities, LLC20,293$817.6K
Moore Capital Management, LP16,224$653.7K
Two Sigma Investments, LP9,200$370.7K
O'Shaughnessy Asset Management, LLC8,142$328.0K
Profund Advisors LLC6,766$272.6K
Wealth Enhancement Advisory Services, LLC6,694$267.2K
Atomi Financial Group, Inc.6,520$262.7K
Savant Capital, LLC6,227$250.9K
Elevate Capital Advisors, LLC6,211$250.2K
Impact Investors, Inc6,082$245.0K
Envestnet Asset Management Inc5,907$238.0K
LPL Financial LLC5,840$235.3K
Bank of Montreal5,806$233.9K
Ballentine Partners, LLC5,314$214.1K
Jump Financial, LLC5,294$213.3K
SmartHarvest Portfolios, LLC5,069$204.2K
Ninety One UK Ltd3,196$128.8K
Hood River Capital Management LLC2,300$92.7K
Clear Street Markets LLC1,607$64.7K
Storebrand Asset Management AS1,369$55.2K
Van Eck Associates Corp896$36.0K
National Bank of Canada639$25.7K
Ronald Blue Trust, Inc.88$3.55K
MAI Capital Management46$1.85K
SHP Wealth Management39$1.57K
Advisory Services Network, LLC34$1.37K
JPL Wealth Management, LLC25$1.01K
True Wealth Design, LLC23$927
Versant Capital Management, Inc16$645
Root Financial Partners, LLC1$40
Bessemer Group Inc6$0

Not filed for Q2 2026 yet (2)

Institutions that held GDS Holdings Ltd at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding GDS in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Skopos Labs, Inc.18,139$730.8K
CWM, LLC359$14.5K