GDS Holdings Ltd
GDS- 交易所
- Nasdaq
- 產業
- Services-Computer Programming, Data Processing, Etc.
- SEC CIK
- 0001526125
近 90 天,GDS Holdings Ltd 沒有內部人公開市場買賣的申報;2026 年第 2 季末有 197 家機構在 13F 申報持有,市值合計 $31.5 億;大師中只有Baupost 集團持有。
其他股別GDHLF
2026 年第 2 季 13F 持有人
GDS Holdings Ltd 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 197
- 較 2026 年第 1 季 −7 家
- 持有股數
- 1.05 億
- 較 2026 年第 1 季 +1,372 萬 (+15.0%)
- 總市值
- $31.5 億
- 較 2026 年第 1 季 −$5.25 億 (−14.3%)
- 新進機構
- 41
- 另有 75 家加碼
- 清倉機構
- 48
- 另有 64 家減碼
另有 2 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 GDS 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 197 | $31.5 億 |
| 2026 年第 1 季 | 206 | $36.7 億 |
| 2025 年第 4 季 | 180 | $27.1 億 |
| 2025 年第 3 季 | 204 | $30.6 億 |
| 2025 年第 2 季 | 161 | $24.8 億 |
| 2025 年第 1 季 | 154 | $19.1 億 |
| 2024 年第 4 季 | 137 | $19.8 億 |
| 2024 年第 3 季 | 139 | $16.5 億 |
| 2024 年第 2 季 | 109 | $7.74 億 |
| 2024 年第 1 季 | 107 | $5.18 億 |
| 2023 年第 4 季 | 107 | $6.13 億 |
| 2023 年第 3 季 | 103 | $6.91 億 |
| 2023 年第 2 季 | 120 | $7.08 億 |
| 2023 年第 1 季 | 136 | $13.3 億 |
| 2022 年第 4 季 | 147 | $14.9 億 |
| 2022 年第 3 季 | 136 | $12.2 億 |
| 2022 年第 2 季 | 172 | $26.6 億 |
| 2022 年第 1 季 | 208 | $35.1 億 |
| 2021 年第 4 季 | 228 | $48.3 億 |
| 2021 年第 3 季 | 235 | $57.8 億 |
| 2021 年第 2 季 | 267 | $83.7 億 |
| 2021 年第 1 季 | 278 | $84.4 億 |
2026 年第 2 季持有機構
每家機構持有 GDS Holdings Ltd 的股數、市值與佔組合比重;股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Singapore Technologies Telemedia Pte Ltd | 9,835,680 | $2.95 億 | 100.00% | 00.0% | 不變 |
| Sachem Head Capital Management LP | 8,685,000 | $2.61 億 | 5.41% | 00.0% | 不變 |
| Canada Pension Plan Investment Board | 7,004,083 | $2.10 億 | 0.12% | 00.0% | 不變 |
| Barclays PLC | 6,654,192 | $2.00 億 | 0.06% | +3,663,017+122.5% | 加碼 |
| Tekne Capital Management, LLC | 5,976,818 | $1.79 億 | 58.73% | +925,000+18.3% | 加碼 |
| Bamco Inc | 4,245,033 | $1.27 億 | 0.19% | −352,213−7.7% | 減碼 |
| Baupost Group LLC大師Baupost 集團 | 3,769,818 | $1.13 億 | 2.09% | +725,000+23.8% | 加碼 |
| UBS Group AG | 3,590,986 | $1.08 億 | 0.02% | +1,565,360+77.3% | 加碼 |
| Carrhae Capital LLP | 3,300,419 | $9,911 萬 | 6.53% | +1,115,757+51.1% | 加碼 |
| Goldman Sachs Group Inc | 3,162,100 | $9,496 萬 | 0.01% | +1,113,768+54.4% | 加碼 |
| TOMS Capital Investment Management LP | 2,722,000 | $8,174 萬 | 4.32% | +2,722,000 | 新進 |
| 12 West Capital Management LP | 2,563,192 | $7,697 萬 | 14.40% | −13,384−0.5% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 2,488,523 | $7,473 萬 | 0.09% | +1,053,521+73.4% | 加碼 |
| BlackRock, Inc. | 2,219,981 | $6,667 萬 | 0.00% | +983,450+79.5% | 加碼 |
| Point72 Asset Management, L.P. | 2,169,763 | $6,516 萬 | 0.10% | +616,711+39.7% | 加碼 |
| Morgan Stanley | 1,722,275 | $5,172 萬 | 0.00% | +128,323+8.1% | 加碼 |
| Triata Capital Ltd | 1,705,220 | $5,121 萬 | 8.70% | +617,318+56.7% | 加碼 |
| Clearline Capital LP | 1,665,600 | $5,002 萬 | 3.23% | +1,665,600 | 新進 |
| D. E. Shaw & Co., Inc. | 1,624,322 | $4,878 萬 | 0.03% | −340,496−17.3% | 減碼 |
| Alyeska Investment Group, L.P. | 1,554,533 | $4,668 萬 | 0.12% | +1,154,533+288.6% | 加碼 |
| Slate Path Capital LP | 1,501,100 | $4,508 萬 | 0.62% | +1,501,100 | 新進 |
| Dendur Capital LP | 1,414,000 | $4,246 萬 | 2.48% | +266,000+23.2% | 加碼 |
| WCM Investment Management, LLC | 1,111,344 | $3,260 萬 | 0.06% | −622,593−35.9% | 減碼 |
| American Century Companies Inc | 1,078,207 | $3,238 萬 | 0.01% | −50,971−4.5% | 減碼 |
| Cerity Partners LLC | 1,062,069 | $3,189 萬 | 0.04% | −2410.0% | 減碼 |
| Philosophy Capital Management LLC | 1,018,658 | $3,059 萬 | 2.94% | +435,996+74.8% | 加碼 |
| MY.Alpha Management HK Advisors Ltd | 845,582 | $2,539 萬 | 9.78% | −7,600−0.9% | 減碼 |
| Electron Capital Partners, LLC | 831,889 | $2,498 萬 | 1.00% | +50,910+6.5% | 加碼 |
| Millennium Management LLC | 802,545 | $2,410 萬 | 0.02% | −24,492−3.0% | 減碼 |
| Broad Peak Investment Advisers Pte Ltd | 763,050 | $2,291 萬 | 4.21% | +318,000+71.5% | 加碼 |
| Ghisallo Capital Management LLC | 750,000 | $2,252 萬 | 0.44% | 00.0% | 不變 |
| HSBC Holdings PLC | 716,506 | $2,158 萬 | 0.01% | −504,187−41.3% | 減碼 |
| Ardmore Road Asset Management LP | 600,000 | $1,802 萬 | 1.06% | +200,000+50.0% | 加碼 |
| Oasis Management Co Ltd. | 578,689 | $1,738 萬 | 1.88% | +164,165+39.6% | 加碼 |
| Susquehanna International Group, LLP | 561,699 | $1,687 萬 | 0.01% | +523,265+1,361.5% | 加碼 |
| Franklin Resources Inc | 542,778 | $1,630 萬 | 0.00% | −350.0% | 減碼 |
| Citigroup Inc | 531,485 | $1,596 萬 | 0.01% | −342,659−39.2% | 減碼 |
| Qube Research & Technologies Ltd | 523,115 | $1,571 萬 | 0.02% | +114,759+28.1% | 加碼 |
| Burkehill Global Management, LP | 500,000 | $1,502 萬 | 0.54% | −200,000−28.6% | 減碼 |
| Rubric Capital Management LP | 485,873 | $1,459 萬 | 0.13% | +485,873 | 新進 |
| Standard Life Aberdeen plc | 481,106 | $1,445 萬 | 0.02% | +75,819+18.7% | 加碼 |
| Allianz Asset Management GmbH | 480,739 | $1,444 萬 | 0.01% | −41,028−7.9% | 減碼 |
| UBS Asset Management Americas Inc | 470,982 | $1,414 萬 | 0.00% | −1,120−0.2% | 減碼 |
| Fred Alger Management, LLC | 433,675 | $1,302 萬 | 0.04% | +112,360+35.0% | 加碼 |
| ShawSpring Partners LLC | 380,078 | $1,141 萬 | 4.92% | +158,296+71.4% | 加碼 |
| APG Asset Management N.V. | 421,577 | $1,107 萬 | 0.03% | 00.0% | 不變 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 359,082 | $1,078 萬 | 2.19% | +2,727+0.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 357,403 | $1,073 萬 | 0.01% | +25,960+7.8% | 加碼 |
| Sona Asset Management (US) LLC | 343,300 | $1,031 萬 | 0.38% | +343,300 | 新進 |
| Dilation Capital Management LP | 314,960 | $945.8 萬 | 3.82% | +314,960 | 新進 |
| JPMorgan Chase & Co | 321,045 | $941.6 萬 | 0.00% | −186,620−36.8% | 減碼 |
| Brevan Howard Capital Management LP | 295,573 | $874.5 萬 | 0.12% | +295,573 | 新進 |
| Irenic Capital Management LP | 283,000 | $849.8 萬 | 0.61% | +283,000 | 新進 |
| Pinnacle Associates Ltd | 272,423 | $818.1 萬 | 0.09% | +19,401+7.7% | 加碼 |
| Nishkama Capital, LLC | 265,928 | $798.6 萬 | 0.90% | −232,199−46.6% | 減碼 |
| SIH Partners, LLLP | 259,837 | $780.3 萬 | 0.33% | −15,675−5.7% | 減碼 |
| Citadel Advisors LLC | 257,160 | $772.3 萬 | 0.00% | −303,591−54.1% | 減碼 |
| BlueCrest Capital Management Ltd | 250,000 | $750.8 萬 | 0.32% | +250,000 | 新進 |
| Arvin Capital Management LP | 233,952 | $702.6 萬 | 1.32% | +233,952 | 新進 |
| Bank of America Corp | 216,791 | $651.0 萬 | 0.00% | −1,960,510−90.0% | 減碼 |
| Royal Bank of Canada | 208,731 | $626.9 萬 | 0.00% | +8,049+4.0% | 加碼 |
| LMR Partners LLP | 201,365 | $604.7 萬 | 0.04% | +83,000+70.1% | 加碼 |
| Pacer Advisors, Inc. | 194,456 | $584.0 萬 | 0.02% | +1,811+0.9% | 加碼 |
| Himension Fund | 190,553 | $572.2 萬 | 0.35% | +190,553 | 新進 |
| Norges Bank | 187,135 | $562.0 萬 | 0.00% | +187,135 | 新進 |
| Hel Ved Capital Management Ltd | 183,400 | $550.8 萬 | 0.78% | +150,900+464.3% | 加碼 |
| Maxi Investments CY Ltd | 183,000 | $549.5 萬 | 1.11% | +50,000+37.6% | 加碼 |
| Lakewood Capital Management, LP | 179,000 | $537.5 萬 | 0.28% | +179,000 | 新進 |
| Barometer Capital Management Inc. | 175,800 | $527.9 萬 | 1.47% | +17,300+10.9% | 加碼 |
| Deutsche Bank AG | 173,708 | $521.6 萬 | 0.00% | −24,222−12.2% | 減碼 |
| Alden Global Capital LLC | 171,775 | $515.8 萬 | 1.89% | +171,775 | 新進 |
| Raymond James Financial Inc | 160,447 | $481.8 萬 | 0.00% | +41,110+34.4% | 加碼 |
| Pictet Asset Management Holding SA | 135,903 | $408.1 萬 | 0.00% | +33,296+32.5% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 131,747 | $386.4 萬 | 0.00% | −538,744−80.4% | 減碼 |
| Dimensional Fund Advisors LP | 122,887 | $369.0 萬 | 0.00% | −71,784−36.9% | 減碼 |
| Fiera Capital Corp | 118,427 | $355.6 萬 | 0.01% | +29,128+32.6% | 加碼 |
| Future Fund LLC | 117,443 | $352.7 萬 | 1.01% | +27,622+30.8% | 加碼 |
| IMC-Chicago, LLC | 102,145 | $306.7 萬 | 0.03% | +62,601+158.3% | 加碼 |
| One Capital Management, LLC | 74,821 | $301.5 萬 | 0.08% | 00.0% | 不變 |
| Context Capital Management, LLC | 98,300 | $295.2 萬 | 0.06% | +98,300 | 新進 |
| Saba Capital Management, L.P. | 93,820 | $281.7 萬 | 0.09% | +23,820+34.0% | 加碼 |
| Defiance ETFs, LLC | 88,622 | $280.1 萬 | 0.04% | +64,470+266.9% | 加碼 |
| Toroso Investments, LLC | 88,097 | $264.6 萬 | 0.01% | +63,945+264.8% | 加碼 |
| Geode Capital Management, LLC | 81,841 | $245.8 萬 | 0.00% | +581+0.7% | 加碼 |
| Leonteq Securities AG | 79,117 | $237.6 萬 | 0.14% | +78,472+12,166.2% | 加碼 |
| Trexquant Investment LP | 72,721 | $218.4 萬 | 0.01% | +72,721 | 新進 |
| Light Street Capital Management, LLC | 71,790 | $215.6 萬 | 0.25% | +148+0.2% | 加碼 |
| Balyasny Asset Management LLC | 69,677 | $209.2 萬 | 0.00% | −480,808−87.3% | 減碼 |
| Anson Funds Management LP | 64,500 | $193.7 萬 | 0.18% | +64,500 | 新進 |
| Creative Planning | 61,075 | $183.4 萬 | 0.00% | +13,175+27.5% | 加碼 |
| Harbor Advisors LLC | 60,000 | $180.2 萬 | 0.23% | +12,500+26.3% | 加碼 |
| Invesco Ltd. | 59,544 | $178.8 萬 | 0.00% | −4,914−7.6% | 減碼 |
| Driehaus Capital Management LLC | 59,063 | $177.4 萬 | 0.01% | +7,487+14.5% | 加碼 |
| PEAK6 LLC | 56,219 | $168.8 萬 | 0.04% | +32,923+141.3% | 加碼 |
| Marex Group plc | 54,526 | $163.7 萬 | 0.01% | +48,962+880.0% | 加碼 |
| Engineers Gate Manager LP | 48,564 | $145.8 萬 | 0.02% | +48,564 | 新進 |
| Walleye Capital LLC | 46,888 | $140.8 萬 | 0.01% | +46,888 | 新進 |
| ExodusPoint Capital Management, LP | 44,862 | $134.7 萬 | 0.01% | −16,044−26.3% | 減碼 |
| Jefferies Financial Group Inc. | 43,200 | $129.7 萬 | 0.01% | +35,200+440.0% | 加碼 |
| Vident Advisory, LLC | 40,083 | $120.4 萬 | 0.01% | +25,604+176.8% | 加碼 |