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 1 季 13F 持有人
GDS Holdings Ltd 在 2026/3/31 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
- 206
- 較 2025 年第 4 季 +28 家
- 持有股數
- 9,131 萬
- 較 2025 年第 4 季 +1,399 萬 (+18.1%)
- 總市值
- $36.7 億
- 較 2025 年第 4 季 +$9.77 億 (+36.2%)
- 新進機構
- 50
- 另有 73 家加碼
- 清倉機構
- 22
- 另有 59 家減碼
另有 2 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 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 | $3.96 億 | 100.00% | 00.0% | 不變 |
| Sachem Head Capital Management LP | 8,685,000 | $3.50 億 | 8.43% | −615,000−6.6% | 減碼 |
| Canada Pension Plan Investment Board | 7,004,083 | $2.82 億 | 0.18% | 00.0% | 不變 |
| Tekne Capital Management, LLC | 5,051,818 | $2.04 億 | 86.00% | 00.0% | 不變 |
| Bamco Inc | 4,597,246 | $1.85 億 | 0.56% | +812,398+21.5% | 加碼 |
| Baupost Group LLC大師Baupost 集團 | 3,044,818 | $1.23 億 | 2.40% | 00.0% | 不變 |
| Barclays PLC | 2,991,175 | $1.21 億 | 0.04% | +1,270,928+73.9% | 加碼 |
| 12 West Capital Management LP | 2,576,576 | $1.04 億 | 17.52% | −1,707,200−39.9% | 減碼 |
| Carrhae Capital LLP | 2,184,662 | $8,802 萬 | 6.21% | +17,463+0.8% | 加碼 |
| Bank of America Corp | 2,177,301 | $8,772 萬 | 0.01% | +442,414+25.5% | 加碼 |
| Goldman Sachs Group Inc | 2,048,332 | $8,253 萬 | 0.01% | +1,644,913+407.7% | 加碼 |
| UBS Group AG | 2,025,626 | $8,161 萬 | 0.01% | +472,225+30.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,964,818 | $7,916 萬 | 0.06% | +1,964,818 | 新進 |
| Marshall Wace, LLP | 1,720,653 | $6,933 萬 | 0.07% | +214,309+14.2% | 加碼 |
| WCM Investment Management, LLC | 1,733,937 | $6,809 萬 | 0.16% | +1,733,937 | 新進 |
| Morgan Stanley | 1,593,952 | $6,422 萬 | 0.00% | +445,458+38.8% | 加碼 |
| Point72 Asset Management, L.P. | 1,553,052 | $6,257 萬 | 0.11% | +349,173+29.0% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 1,435,002 | $5,782 萬 | 0.08% | +556,554+63.4% | 加碼 |
| Ward Ferry Management (BVI) Ltd | 1,274,169 | $5,134 萬 | 8.12% | +1,274,169 | 新進 |
| BlackRock, Inc. | 1,236,531 | $4,982 萬 | 0.00% | +561,407+83.2% | 加碼 |
| Avala Global LP | 1,230,580 | $4,958 萬 | 2.38% | +1,230,580 | 新進 |
| HSBC Holdings PLC | 1,220,693 | $4,875 萬 | 0.03% | +911,191+294.4% | 加碼 |
| Dendur Capital LP | 1,148,000 | $4,625 萬 | 3.40% | +1,148,000 | 新進 |
| American Century Companies Inc | 1,129,178 | $4,549 萬 | 0.02% | −44,314−3.8% | 減碼 |
| Triata Capital Ltd | 1,087,902 | $4,383 萬 | 7.94% | −1,886,396−63.4% | 減碼 |
| Cerity Partners LLC | 1,062,310 | $4,280 萬 | 0.06% | +274,808+34.9% | 加碼 |
| Citigroup Inc | 874,144 | $3,522 萬 | 0.02% | +619,607+243.4% | 加碼 |
| MY.Alpha Management HK Advisors Ltd | 853,182 | $3,437 萬 | 13.98% | +399,011+87.9% | 加碼 |
| Millennium Management LLC | 827,037 | $3,332 萬 | 0.02% | +202,030+32.3% | 加碼 |
| Electron Capital Partners, LLC | 780,979 | $3,147 萬 | 1.48% | +675,531+640.6% | 加碼 |
| Ghisallo Capital Management LLC | 750,000 | $3,022 萬 | 0.83% | +750,000 | 新進 |
| Burkehill Global Management, LP | 700,000 | $2,820 萬 | 1.40% | 00.0% | 不變 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 670,491 | $2,633 萬 | 0.03% | −21,207−3.1% | 減碼 |
| Philosophy Capital Management LLC | 582,662 | $2,348 萬 | 2.74% | +12,522+2.2% | 加碼 |
| Citadel Advisors LLC | 560,751 | $2,259 萬 | 0.02% | +500,077+824.2% | 加碼 |
| Balyasny Asset Management LLC | 550,485 | $2,218 萬 | 0.04% | +280,416+103.8% | 加碼 |
| Franklin Resources Inc | 542,813 | $2,187 萬 | 0.01% | +100,211+22.6% | 加碼 |
| Allianz Asset Management GmbH | 521,767 | $2,102 萬 | 0.02% | +521,767 | 新進 |
| Nishkama Capital, LLC | 498,127 | $2,007 萬 | 2.86% | −59,185−10.6% | 減碼 |
| JPMorgan Chase & Co | 507,665 | $1,994 萬 | 0.00% | −161,883−24.2% | 減碼 |
| UBS Asset Management Americas Inc | 472,102 | $1,902 萬 | 0.00% | +472,065+1,275,851.4% | 加碼 |
| Broad Peak Investment Advisers Pte Ltd | 445,050 | $1,793 萬 | 3.64% | +445,050 | 新進 |
| Oasis Management Co Ltd. | 414,524 | $1,670 萬 | 2.00% | +414,524 | 新進 |
| Qube Research & Technologies Ltd | 408,356 | $1,645 萬 | 0.02% | +408,356 | 新進 |
| Standard Life Aberdeen plc | 405,287 | $1,633 萬 | 0.03% | −171,211−29.7% | 減碼 |
| Alyeska Investment Group, L.P. | 400,000 | $1,612 萬 | 0.05% | −628,000−61.1% | 減碼 |
| Ardmore Road Asset Management LP | 400,000 | $1,612 萬 | 1.06% | +400,000 | 新進 |
| APG Asset Management N.V. | 421,577 | $1,474 萬 | 0.05% | 00.0% | 不變 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 356,355 | $1,436 萬 | 3.38% | +247,034+226.0% | 加碼 |
| BNP Paribas Arbitrage, SA | 331,443 | $1,335 萬 | 0.01% | +23,613+7.7% | 加碼 |
| Fred Alger Management, LLC | 321,315 | $1,295 萬 | 0.06% | −1,274−0.4% | 減碼 |
| Manufacturers Life Insurance Company, The | 297,543 | $1,199 萬 | 0.01% | +297,543 | 新進 |
| Farallon Capital Management, L.L.C. | 292,000 | $1,176 萬 | 0.07% | +292,000 | 新進 |
| Selkirk Management LLC | 287,000 | $1,156 萬 | 3.93% | 00.0% | 不變 |
| SIH Partners, LLLP | 275,512 | $1,110 萬 | 0.34% | +10,312+3.9% | 加碼 |
| Pinnacle Associates Ltd | 253,022 | $1,019 萬 | 0.13% | −365−0.1% | 減碼 |
| ShawSpring Partners LLC | 221,782 | $893.6 萬 | 3.34% | +221,782 | 新進 |
| Jain Global LLC | 202,693 | $816.7 萬 | 0.10% | +500+0.2% | 加碼 |
| Royal Bank of Canada | 200,682 | $808.6 萬 | 0.00% | −77,081−27.8% | 減碼 |
| Deutsche Bank AG | 197,930 | $797.5 萬 | 0.00% | −17,180−8.0% | 減碼 |
| Dimensional Fund Advisors LP | 194,671 | $784.3 萬 | 0.00% | −2,538−1.3% | 減碼 |
| Pacer Advisors, Inc. | 192,645 | $776.2 萬 | 0.02% | −17,307−8.2% | 減碼 |
| Lighthouse Investment Partners, LLC | 164,031 | $660.9 萬 | 0.25% | +59,687+57.2% | 加碼 |
| Barometer Capital Management Inc. | 158,500 | $638.6 萬 | 2.19% | +152,000+2,338.5% | 加碼 |
| WT Asset Management Ltd | 150,000 | $604.4 萬 | 0.13% | +150,000 | 新進 |
| Hidden Lake Asset Management LP | 142,149 | $572.7 萬 | 3.80% | +54,272+61.8% | 加碼 |
| Longaeva Partners L.P. | 135,882 | $547.5 萬 | 0.26% | +135,882 | 新進 |
| Maxi Investments CY Ltd | 133,000 | $535.9 萬 | 1.17% | −39,700−23.0% | 減碼 |
| Raymond James Financial Inc | 119,337 | $480.8 萬 | 0.00% | −19,042−13.8% | 減碼 |
| LMR Partners LLP | 118,365 | $476.9 萬 | 0.04% | −205,600−63.5% | 減碼 |
| AI-Squared Management Ltd | 106,200 | $427.9 萬 | 3.11% | −60,540−36.3% | 減碼 |
| Pictet Asset Management Holding SA | 102,607 | $413.4 萬 | 0.00% | −40,164−28.1% | 減碼 |
| Future Fund LLC | 89,821 | $361.9 萬 | 1.27% | +18,122+25.3% | 加碼 |
| Fiera Capital Corp | 89,299 | $359.8 萬 | 0.01% | +18,247+25.7% | 加碼 |
| Geode Capital Management, LLC | 81,260 | $327.4 萬 | 0.00% | −3,951−4.6% | 減碼 |
| Polymer Capital Management (HK) LTD | 76,211 | $307.1 萬 | 0.43% | +68,527+891.8% | 加碼 |
| One Capital Management, LLC | 74,821 | $301.5 萬 | 0.08% | +15,773+26.7% | 加碼 |
| Light Street Capital Management, LLC | 71,642 | $288.6 萬 | 0.58% | +6,370+9.8% | 加碼 |
| Saba Capital Management, L.P. | 70,000 | $282.0 萬 | 0.09% | −90,000−56.3% | 減碼 |
| Invesco Ltd. | 64,458 | $259.7 萬 | 0.00% | −5,058−7.3% | 減碼 |
| XTX Topco Ltd | 63,808 | $257.1 萬 | 0.04% | +57,944+988.1% | 加碼 |
| ExodusPoint Capital Management, LP | 60,906 | $245.4 萬 | 0.02% | +33,125+119.2% | 加碼 |
| Squarepoint Ops LLC | 55,828 | $224.9 萬 | 0.00% | +55,828 | 新進 |
| Driehaus Capital Management LLC | 51,576 | $207.8 萬 | 0.02% | 00.0% | 不變 |
| Creative Planning | 47,900 | $193.0 萬 | 0.00% | −5,430−10.2% | 減碼 |
| Harbor Advisors LLC | 47,500 | $191.4 萬 | 0.28% | +27,500+137.5% | 加碼 |
| Itau Unibanco Holding S.A. | 46,999 | $189.4 萬 | 0.05% | +46,999 | 新進 |
| Walleye Trading LLC | 41,091 | $165.6 萬 | 0.03% | +41,091 | 新進 |
| IMC-Chicago, LLC | 39,544 | $159.3 萬 | 0.02% | −15,788−28.5% | 減碼 |
| Quantinno Capital Management LP | 38,566 | $155.4 萬 | 0.00% | +24,187+168.2% | 加碼 |
| Susquehanna International Group, LLP | 38,434 | $154.9 萬 | 0.00% | −176,215−82.1% | 減碼 |
| Mariner, LLC | 36,815 | $148.2 萬 | 0.00% | +7,843+27.1% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 34,648 | $139.6 萬 | 0.00% | −2,426−6.5% | 減碼 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 34,487 | $138.9 萬 | 0.31% | −57,811−62.6% | 減碼 |
| Hel Ved Capital Management Ltd | 32,500 | $130.9 萬 | 0.23% | +32,500 | 新進 |
| Beaconlight Capital, LLC | 31,989 | $128.9 萬 | 0.73% | −104,054−76.5% | 減碼 |
| Susquehanna Advisors Group, Inc. | 31,427 | $126.6 萬 | 0.06% | 00.0% | 不變 |
| Wells Fargo & Company | 30,931 | $124.6 萬 | 0.00% | +316+1.0% | 加碼 |
| Ameriprise Financial Inc | 29,846 | $120.2 萬 | 0.00% | +729+2.5% | 加碼 |
| NewEdge Wealth, LLC | 28,637 | $115.4 萬 | 0.01% | +28,637 | 新進 |