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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, Q2 2026

Institutional positions in GDS Holdings Ltd as of Jun 30, 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
197
−7 vs. Q1 2026
Shares held
105.0M
+13.7M (+15.0%) vs. Q1 2026
Total value
$3.15B
−$525.0M (−14.3%) vs. Q1 2026
New holders
41
75 more added
Sold out
48
64 more reduced

2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 197 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 heldQ2 2026: $3.15B
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, Q2 2026

Shares, value and share of portfolio for each institution holding GDS Holdings Ltd; share changes are against Q1 2026.

Institutions holding GDS in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Farallon Capital Management, L.L.C.0$00.00%−292,000−100.0%Sold out
Selkirk Management LLC0$00.00%−287,000−100.0%Sold out
Jain Global LLC0$00.00%−202,693−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−164,031−100.0%Sold out
WT Asset Management Ltd0$00.00%−150,000−100.0%Sold out
Hidden Lake Asset Management LP0$00.00%−142,149−100.0%Sold out
Longaeva Partners L.P.0$00.00%−135,882−100.0%Sold out
AI-Squared Management Ltd0$00.00%−106,200−100.0%Sold out
Polymer Capital Management (HK) LTD0$00.00%−76,211−100.0%Sold out
Squarepoint Ops LLC0$00.00%−55,828−100.0%Sold out
Itau Unibanco Holding S.A.0$00.00%−46,999−100.0%Sold out
Walleye Trading LLC0$00.00%−41,091−100.0%Sold out
Dymon Asia Capital (Singapore) Pte. Ltd.0$00.00%−34,487−100.0%Sold out
Beaconlight Capital, LLC0$00.00%−31,989−100.0%Sold out
DRW Securities, LLC0$00.00%−20,293−100.0%Sold out
Moore Capital Management, LP0$00.00%−16,224−100.0%Sold out
Two Sigma Investments, LP0$00.00%−9,200−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−8,142−100.0%Sold out
Profund Advisors LLC0$00.00%−6,766−100.0%Sold out
Wealth Enhancement Advisory Services, LLC0$00.00%−6,694−100.0%Sold out
Atomi Financial Group, Inc.0$00.00%−6,520−100.0%Sold out
Savant Capital, LLC0$00.00%−6,227−100.0%Sold out
Elevate Capital Advisors, LLC0$00.00%−6,211−100.0%Sold out
Impact Investors, Inc0$00.00%−6,082−100.0%Sold out
Envestnet Asset Management Inc0$00.00%−5,907−100.0%Sold out
LPL Financial LLC0$00.00%−5,840−100.0%Sold out
Bank of Montreal0$00.00%−5,806−100.0%Sold out
Ballentine Partners, LLC0$00.00%−5,314−100.0%Sold out
Jump Financial, LLC0$00.00%−5,294−100.0%Sold out
SmartHarvest Portfolios, LLC0$00.00%−5,069−100.0%Sold out
Ninety One UK Ltd0$00.00%−3,196−100.0%Sold out
Hood River Capital Management LLC0$00.00%−2,300−100.0%Sold out
Clear Street Markets LLC0$00.00%−1,607−100.0%Sold out
Storebrand Asset Management AS0$00.00%−1,369−100.0%Sold out
Van Eck Associates Corp0$00.00%−896−100.0%Sold out
National Bank of Canada0$00.00%−639−100.0%Sold out
Ronald Blue Trust, Inc.0$00.00%−88−100.0%Sold out
MAI Capital Management0$00.00%−46−100.0%Sold out
SHP Wealth Management0$00.00%−39−100.0%Sold out
Advisory Services Network, LLC0$00.00%−34−100.0%Sold out
JPL Wealth Management, LLC0$00.00%−25−100.0%Sold out
True Wealth Design, LLC0$00.00%−23−100.0%Sold out
Versant Capital Management, Inc0$00.00%−16−100.0%Sold out
Root Financial Partners, LLC0$00.00%−1−100.0%Sold out
Bessemer Group Inc0$00.00%−6−100.0%Sold out
Skopos Labs, Inc.––––Not filed
CWM, LLC––––Not filed