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
2025 年第 2 季 13F 持有人
GDS Holdings Ltd 在 2025/6/30 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
- 161
- 較 2025 年第 1 季 +9 家
- 持有股數
- 8,101 萬
- 較 2025 年第 1 季 +558.7 萬 (+7.4%)
- 總市值
- $24.7 億
- 較 2025 年第 1 季 +$5.65 億 (+29.6%)
- 新進機構
- 42
- 另有 54 家加碼
- 清倉機構
- 33
- 另有 47 家減碼
另有 2 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 | $27.0 億 |
| 2025 年第 3 季 | 204 | $30.1 億 |
| 2025 年第 2 季 | 161 | $24.7 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 | $16.4 億 |
| 2024 年第 2 季 | 109 | $7.74 億 |
| 2024 年第 1 季 | 107 | $5.11 億 |
| 2023 年第 4 季 | 107 | $6.07 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 | $35.0 億 |
| 2021 年第 4 季 | 228 | $48.2 億 |
| 2021 年第 3 季 | 235 | $57.8 億 |
| 2021 年第 2 季 | 267 | $83.1 億 |
| 2021 年第 1 季 | 278 | $84.4 億 |
2025 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 2025 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 | 15,835,680 | $4.84 億 | 100.00% | 00.0% | 不變 |
| Canada Pension Plan Investment Board | 7,004,083 | $2.14 億 | 0.18% | +3,062,658+77.7% | 加碼 |
| Sachem Head Capital Management LP | 6,879,485 | $2.10 億 | 6.57% | +2,664,485+63.2% | 加碼 |
| Tekne Capital Management, LLC | 6,263,467 | $1.91 億 | 66.63% | +403,256+6.9% | 加碼 |
| 12 West Capital Management LP | 4,864,476 | $1.49 億 | 15.73% | 00.0% | 不變 |
| Aspex Management (HK) Ltd | 4,406,949 | $1.35 億 | 2.93% | +1,397,073+46.4% | 加碼 |
| Baupost Group LLC大師Baupost 集團 | 3,249,952 | $9,935 萬 | 2.41% | −1,000,000−23.5% | 減碼 |
| Bamco Inc | 3,153,908 | $9,641 萬 | 0.26% | +86,503+2.8% | 加碼 |
| Goldman Sachs Group Inc | 2,795,254 | $8,545 萬 | 0.01% | +123,346+4.6% | 加碼 |
| Morgan Stanley | 2,730,393 | $8,347 萬 | 0.01% | +95,936+3.6% | 加碼 |
| Triata Capital Ltd | 1,777,614 | $5,434 萬 | 10.61% | +1,481,595+500.5% | 加碼 |
| Massachusetts Financial Services Co | 1,204,006 | $3,681 萬 | 0.01% | +26,503+2.3% | 加碼 |
| Alyeska Investment Group, L.P. | 1,167,813 | $3,570 萬 | 0.13% | +1,030,560+750.8% | 加碼 |
| UBS Group AG | 979,192 | $2,993 萬 | 0.01% | −1,067,231−52.2% | 減碼 |
| Cerity Partners LLC | 967,486 | $2,958 萬 | 0.05% | −11,400−1.2% | 減碼 |
| American Century Companies Inc | 830,885 | $2,540 萬 | 0.01% | −92,085−10.0% | 減碼 |
| Jane Street Group, LLC | 805,630 | $2,463 萬 | 0.04% | +545,702+209.9% | 加碼 |
| Light Street Capital Management, LLC | 714,582 | $2,184 萬 | 4.46% | +714,582 | 新進 |
| Burkehill Global Management, LP | 700,000 | $2,140 萬 | 1.58% | +700,000 | 新進 |
| Pacer Advisors, Inc. | 699,479 | $2,138 萬 | 0.05% | +174,372+33.2% | 加碼 |
| Millennium Management LLC | 611,511 | $1,869 萬 | 0.02% | +101,626+19.9% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 601,547 | $1,839 萬 | 0.04% | +64,913+12.1% | 加碼 |
| Norges Bank | 600,000 | $1,834 萬 | 0.00% | +600,000 | 新進 |
| Ghisallo Capital Management LLC | 600,000 | $1,834 萬 | 0.49% | +600,000 | 新進 |
| Citigroup Inc | 547,773 | $1,675 萬 | 0.01% | +254,217+86.6% | 加碼 |
| Standard Life Aberdeen plc | 537,175 | $1,641 萬 | 0.03% | +147,028+37.7% | 加碼 |
| MY.Alpha Management HK Advisors Ltd | 466,900 | $1,427 萬 | 10.59% | +466,900 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 438,459 | $1,323 萬 | 0.03% | −249−0.1% | 減碼 |
| Balyasny Asset Management LLC | 424,255 | $1,297 萬 | 0.03% | −5,845−1.4% | 減碼 |
| Carrhae Capital LLP | 416,903 | $1,274 萬 | 1.22% | +416,903 | 新進 |
| Ameriprise Financial Inc | 380,179 | $1,162 萬 | 0.00% | −72,390−16.0% | 減碼 |
| Nuveen, LLC | 377,400 | $1,154 萬 | 0.00% | +27,700+7.9% | 加碼 |
| National Bank of Canada | 369,600 | $1,130 萬 | 0.01% | +369,600 | 新進 |
| APG Asset Management N.V. | 421,577 | $1,098 萬 | 0.03% | 00.0% | 不變 |
| Waterfront Capital Partners, LLC | 358,221 | $1,095 萬 | 2.72% | +283,221+377.6% | 加碼 |
| Eschler Asset Management LLP | 355,200 | $1,089 萬 | 8.26% | +355,200 | 新進 |
| FMR LLC | 314,654 | $961.9 萬 | 0.00% | −422,148−57.3% | 減碼 |
| Royal Bank of Canada | 310,833 | $950.2 萬 | 0.00% | −68,456−18.0% | 減碼 |
| BNP Paribas Arbitrage, SA | 306,651 | $937.4 萬 | 0.01% | −55,214−15.3% | 減碼 |
| BlackRock, Inc. | 305,781 | $934.8 萬 | 0.00% | −28,377−8.5% | 減碼 |
| Monolith Management Ltd | 301,872 | $922.8 萬 | 3.26% | +113,735+60.5% | 加碼 |
| Selkirk Management LLC | 287,000 | $877.4 萬 | 2.59% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 260,807 | $797.3 萬 | 0.12% | −1,980−0.8% | 減碼 |
| LMR Partners LLP | 247,803 | $757.5 萬 | 0.12% | +180,028+265.6% | 加碼 |
| Voloridge Investment Management, LLC | 232,736 | $711.5 萬 | 0.03% | −213,681−47.9% | 減碼 |
| Bank of America Corp | 230,573 | $704.9 萬 | 0.00% | +60,332+35.4% | 加碼 |
| Centerbridge Partners, L.P. | 204,971 | $626.6 萬 | 1.45% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 189,414 | $579.0 萬 | 0.01% | +189,414 | 新進 |
| Hidden Lake Asset Management LP | 176,690 | $540.1 萬 | 2.65% | +92,600+110.1% | 加碼 |
| Dimensional Fund Advisors LP | 173,999 | $531.8 萬 | 0.00% | +23,948+16.0% | 加碼 |
| Fred Alger Management, LLC | 168,436 | $514.9 萬 | 0.02% | +168,436 | 新進 |
| Saba Capital Management, L.P. | 167,174 | $511.1 萬 | 0.14% | +13,000+8.4% | 加碼 |
| Polymer Capital Management (HK) LTD | 147,552 | $451.1 萬 | 0.71% | +117,552+391.8% | 加碼 |
| Lighthouse Investment Partners, LLC | 125,000 | $382.1 萬 | 0.17% | +125,000 | 新進 |
| SIH Partners, LLLP | 121,088 | $370.2 萬 | 0.35% | +121,088 | 新進 |
| Raymond James Financial Inc | 98,640 | $301.5 萬 | 0.00% | +6,498+7.1% | 加碼 |
| Deutsche Bank AG | 94,960 | $290.3 萬 | 0.00% | +18,160+23.6% | 加碼 |
| Geode Capital Management, LLC | 87,352 | $267.0 萬 | 0.00% | −4,836−5.2% | 減碼 |
| HSBC Holdings PLC | 84,464 | $260.5 萬 | 0.00% | −96,689−53.4% | 減碼 |
| Walleye Capital LLC | 78,537 | $240.1 萬 | 0.02% | +37,190+89.9% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 78,373 | $239.6 萬 | 0.06% | +78,373 | 新進 |
| Invesco Ltd. | 77,230 | $236.1 萬 | 0.00% | −13,048−14.5% | 減碼 |
| Anson Funds Management LP | 75,000 | $229.3 萬 | 0.42% | +24,200+47.6% | 加碼 |
| Electron Capital Partners, LLC | 69,444 | $212.3 萬 | 0.11% | −157−0.2% | 減碼 |
| Marshall Wace, LLP | 69,269 | $211.8 萬 | 0.00% | −1,059,590−93.9% | 減碼 |
| Maplelane Capital, LLC | 65,000 | $198.7 萬 | 0.12% | +65,000 | 新進 |
| Barclays PLC | 56,558 | $172.9 萬 | 0.00% | +52,525+1,302.4% | 加碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 55,000 | $168.1 萬 | 0.22% | +55,000 | 新進 |
| Driehaus Capital Management LLC | 54,004 | $165.1 萬 | 0.01% | −1,544,803−96.6% | 減碼 |
| Barometer Capital Management Inc. | 52,600 | $160.8 萬 | 0.44% | +12,000+29.6% | 加碼 |
| Creative Planning | 50,184 | $153.4 萬 | 0.00% | −28,252−36.0% | 減碼 |
| Centiva Capital, LP | 49,100 | $150.1 萬 | 0.10% | +20,191+69.8% | 加碼 |
| Concentric Capital Strategies, LP | 46,984 | $143.6 萬 | 0.08% | +46,984 | 新進 |
| Headlands Technologies LLC | 46,386 | $141.8 萬 | 0.17% | +31,810+218.2% | 加碼 |
| CastleKnight Management LP | 44,200 | $135.1 萬 | 0.09% | +16,800+61.3% | 加碼 |
| Future Fund LLC | 43,596 | $133.3 萬 | 0.59% | +43,596 | 新進 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 40,000 | $122.3 萬 | 0.87% | −16,700−29.5% | 減碼 |
| Caption Management, LLC | 40,000 | $122.3 萬 | 0.11% | +40,000 | 新進 |
| State of New Jersey Common Pension Fund D | 36,694 | $112.2 萬 | 0.00% | +3,746+11.4% | 加碼 |
| Schonfeld Strategic Advisors LLC | 36,103 | $110.4 萬 | 0.01% | +36,103 | 新進 |
| Group One Trading, L.P. | 29,066 | $88.9 萬 | 0.03% | +12,599+76.5% | 加碼 |
| Boothbay Fund Management, LLC | 27,673 | $84.6 萬 | 0.03% | +27,673 | 新進 |
| Mariner, LLC | 26,936 | $82.3 萬 | 0.00% | −389−1.4% | 減碼 |
| One Capital Management, LLC | 26,364 | $80.6 萬 | 0.03% | +26,364 | 新進 |
| Bayforest Capital Ltd | 25,648 | $78.4 萬 | 0.34% | +1,029+4.2% | 加碼 |
| Hood River Capital Management LLC | 25,297 | $77.3 萬 | 0.01% | +25,297 | 新進 |
| Amiral Gestion | 25,000 | $76.4 萬 | 0.33% | +7,000+38.9% | 加碼 |
| Wells Fargo & Company | 23,915 | $73.1 萬 | 0.00% | +1,273+5.6% | 加碼 |
| Northern Trust Corp | 21,854 | $66.8 萬 | 0.00% | −40,676−65.1% | 減碼 |
| Verition Fund Management LLC | 20,021 | $61.2 萬 | 0.00% | +10,807+117.3% | 加碼 |
| Capula Management Ltd | 20,000 | $61.1 萬 | 0.01% | +20,000 | 新進 |
| D. E. Shaw & Co., Inc. | 18,375 | $56.2 萬 | 0.00% | −766,436−97.7% | 減碼 |
| Macroview Investment Management LLC | 15,460 | $47.3 萬 | 0.39% | −3,090−16.7% | 減碼 |
| Wetherby Asset Management Inc | 15,151 | $46.3 萬 | 0.02% | +15,151 | 新進 |
| Farther Finance Advisors, LLC | 14,759 | $45.1 萬 | 0.01% | +14,528+6,289.2% | 加碼 |
| Vident Advisory, LLC | 14,482 | $44.3 萬 | 0.00% | −11,541−44.3% | 減碼 |
| LPL Financial LLC | 14,425 | $44.1 萬 | 0.00% | +5,452+60.8% | 加碼 |
| JustInvest LLC | 14,112 | $43.1 萬 | 0.00% | +1,641+13.2% | 加碼 |
| XTX Topco Ltd | 13,676 | $41.8 萬 | 0.02% | −25,474−65.1% | 減碼 |
| Itau Unibanco Holding S.A. | 13,438 | $41.1 萬 | 0.02% | +1,526+12.8% | 加碼 |