GDS Holdings Ltd. - ADRGDS
13F holders, Q2 2026 (June 30)197holders −9
37new positions
48sold out
7famous investors
$29.97avg. 13F price*
At the end of Q2 2026, 197 institutions reported holding GDS Holdings Ltd. - ADR (GDS) in their 13F filings, down 9 from Q1 2026. 37 opened new positions and 48 sold out. The largest holders were Singapore Technologies Telemedia Pte Ltd ($295.4M), Sachem Head Capital Management LP ($260.8M) and Canada Pension Plan Investment Board ($210.3M). 7 famous investors held it, including Seth Klarman (2.1% of Baupost Group's portfolio), Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio) and Steve Cohen (0.1% of Point72 Asset Management's portfolio).
- Company
- GDS Holdings Ltd. - ADR
- Filed as
- GDS HLDGS LTD (Q2 2026)
- CUSIP
- 36165L108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $274.8M |
| Exits | 48 | $189.6M |
All 13F filers, Q1 2026 → Q2 2026: 26,437,651 shares bought and 12,908,980 shares sold, net +13,528,671 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 197 holders
| Singapore Technologies Telemedia Pte Ltd | 100.00% | No change | 9,835,680 | $295.4M |
| Sachem Head Capital Management LP | 5.41% | No change | 8,685,000 | $260.8M |
| Canada Pension Plan Investment Board | 0.12% | No change | 7,004,083 | $210.3M |
| Barclays PLC | 0.06% | Add +122.5% | 6,654,192 | $199.8M |
| Tekne Capital Management, LLC | 58.73% | Add +18.3% | 5,976,818 | $179.5M |
| Baron Capital (BAMCO) | 0.19% | Reduce -7.7% | 4,245,033 | $127.5M |
| Baupost Group | 2.09% | Add +23.8% | 3,769,818 | $113.2M |
| UBS Group AG | 0.02% | Add +77.3% | 3,590,986 | $107.8M |
| Carrhae Capital LLP | 6.53% | Add +51.1% | 3,300,419 | $99.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +54.4% | 3,162,100 | $95.0M |
| TOMS Capital Investment Management LP | 4.32% | New | 2,722,000 | $81.7M |
| 12 West Capital Management LP | 14.40% | Reduce -0.5% | 2,563,192 | $77.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.09% | Add +73.4% | 2,488,523 | $74.7M |
| BlackRock, Inc. | 0.00% | Add +79.5% | 2,219,981 | $66.7M |
| Point72 Asset Management | 0.10% | Add +39.7% | 2,169,763 | $65.2M |
| Morgan Stanley | 0.00% | Add +8.1% | 1,722,275 | $51.7M |
| Triata Capital Ltd | 8.70% | Add +56.7% | 1,705,220 | $51.2M |
| Clearline Capital LP | 3.23% | New | 1,665,600 | $50.0M |
| D. E. Shaw & Co. | 0.03% | Reduce -17.3% | 1,624,322 | $48.8M |
| Alyeska Investment Group, L.P. | 0.12% | Add +288.6% | 1,554,533 | $46.7M |
| Slate Path Capital LP | 0.62% | New | 1,501,100 | $45.1M |
| Dendur Capital LP | 2.51% | Add +23.2% | 1,414,000 | $42.5M |
| WCM Investment Management, LLC | 0.06% | Reduce -35.9% | 1,111,344 | $32.6M |
| American Century Companies Inc. | 0.01% | Reduce -4.5% | 1,078,207 | $32.4M |
| Cerity Partners LLC | 0.04% | Reduce -0.0% | 1,062,069 | $31.9M |
| Philosophy Capital Management LLC | 2.94% | Add +74.8% | 1,018,658 | $30.6M |
| MY.Alpha Management HK Advisors Ltd | 9.78% | Reduce -0.9% | 845,582 | $25.4M |
| Electron Capital Partners, LLC | 1.00% | Add +6.5% | 831,889 | $25.0M |
| Millennium Management | 0.02% | Reduce -3.0% | 802,545 | $24.1M |
| Broad Peak Investment Advisers Pte Ltd | 4.21% | Add +71.5% | 763,050 | $22.9M |
| Ghisallo Capital Management LLC | 0.55% | No change | 750,000 | $22.5M |
| HSBC Holdings PLC | 0.01% | Reduce -41.3% | 716,506 | $21.6M |
| Ardmore Road Asset Management LP | 1.06% | Add +50.0% | 600,000 | $18.0M |
| Oasis Management Co Ltd. | 2.05% | Add +39.6% | 578,689 | $17.4M |
| Susquehanna International Group, LLP | 0.01% | Add +1361.5% | 561,699 | $16.9M |
| Franklin Resources Inc. | 0.00% | Reduce -0.0% | 542,778 | $16.3M |
| Citigroup Inc. | 0.01% | Reduce -39.2% | 531,485 | $16.0M |
| Qube Research & Technologies Ltd | 0.02% | Add +28.1% | 523,115 | $15.7M |
| Burkehill Global Management, LP | 0.56% | Reduce -28.6% | 500,000 | $15.0M |
| Rubric Capital Management LP | 0.13% | New | 485,873 | $14.6M |
| Aberdeen Group plc | 0.02% | Add +18.7% | 481,106 | $14.4M |
| Allianz Asset Management GmbH | 0.01% | Reduce -7.9% | 480,739 | $14.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.2% | 470,982 | $14.1M |
| Fred Alger Management, LLC | 0.04% | Add +35.0% | 433,675 | $13.0M |
| ShawSpring Partners LLC | 4.92% | Add +71.4% | 380,078 | $11.4M |
| APG Asset Management N.V. | 0.03% | No change | 421,577 | $11.1M |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 2.72% | Add +0.8% | 359,082 | $10.8M |
| BNP Paribas Financial Markets | 0.01% | Add +7.8% | 357,403 | $10.7M |
| Sona Asset Management (us) LLC | 0.50% | New | 343,300 | $10.3M |
| Dilation Capital Management LP | 3.82% | New | 314,960 | $9.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -36.8% | 321,045 | $9.4M |
| Brevan Howard Capital Management LP | 0.13% | New | 295,573 | $8.7M |
| Irenic Capital Management LP | 0.61% | New | 283,000 | $8.5M |
| Pinnacle Associates Ltd. | 0.09% | Add +7.7% | 272,423 | $8.2M |
| Nishkama Capital, LLC | 0.90% | Reduce -46.6% | 265,928 | $8.0M |
| SIH Partners, LLLP | 0.33% | Reduce -5.7% | 259,837 | $7.8M |
| Citadel Advisors | 0.00% | Reduce -54.1% | 257,160 | $7.7M |
| BlueCrest Capital Management Ltd | 0.36% | New | 250,000 | $7.5M |
| Arvin Capital Management LP | 1.32% | New | 233,952 | $7.0M |
| Bank of America Corp. | 0.00% | Reduce -90.0% | 216,791 | $6.5M |
| Royal Bank of Canada | 0.00% | Add +4.0% | 208,731 | $6.3M |
| LMR Partners LLP | 0.05% | Add +70.1% | 201,365 | $6.0M |
| Pacer Advisors, Inc. | 0.02% | Add +0.9% | 194,456 | $5.8M |
| Himension Capital (singapore) Pte. LTD. | 0.35% | New | 190,553 | $5.7M |
| Norges Bank | 0.00% | — | 187,135 | $5.6M |
| Hel Ved Capital Management Ltd | 0.78% | Add +464.3% | 183,400 | $5.5M |
| Maxi Investments CY Ltd | 1.11% | Add +37.6% | 183,000 | $5.5M |
| Lakewood Capital Management, LP | 0.28% | New | 179,000 | $5.4M |
| Barometer Capital Management Inc. | 1.47% | Add +10.9% | 175,800 | $5.3M |
| Deutsche Bank AG | 0.00% | Reduce -12.2% | 173,708 | $5.2M |
| Alden Global Capital LLC | 1.89% | New | 171,775 | $5.2M |
| Raymond James Financial Inc. | 0.00% | Add +34.5% | 160,447 | $4.8M |
| Pictet Asset Management Holding SA | 0.00% | Add +32.5% | 135,903 | $4.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -80.3% | 131,747 | $3.9M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -36.9% | 122,887 | $3.7M |
| Fiera Capital Corp | 0.01% | Add +32.6% | 118,427 | $3.6M |
| Future Fund LLC | 1.01% | Add +30.8% | 117,443 | $3.5M |
| IMC-Chicago, LLC | 0.03% | Add +158.3% | 102,145 | $3.1M |
| One Capital Management, LLC | 0.08% | No change | 74,821 | $3.0M |
| Context Capital Management, LLC | 0.61% | New | 98,300 | $3.0M |
| Saba Capital Management, L.P. | 0.09% | Add +34.0% | 93,820 | $2.8M |
| Defiance ETFs, LLC | 0.04% | Add +266.9% | 88,622 | $2.8M |
| Tidal Investments LLC | 0.01% | Add +264.8% | 88,097 | $2.6M |
| Geode Capital Management, LLC | 0.00% | Add +0.7% | 81,841 | $2.5M |
| Leonteq Securities AG | 0.14% | Add +12166.2% | 79,117 | $2.4M |
| Trexquant Investment LP | 0.01% | New | 72,721 | $2.2M |
| Light Street Capital Management, LLC | 0.25% | Add +0.2% | 71,790 | $2.2M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -87.3% | 69,677 | $2.1M |
| Anson Funds Management LP | 0.18% | New | 64,500 | $1.9M |
| Creative Planning | 0.00% | Add +27.5% | 61,075 | $1.8M |
| Harbor Advisors LLC | 0.23% | Add +26.3% | 60,000 | $1.8M |
| Invesco Ltd. | 0.00% | Reduce -7.6% | 59,544 | $1.8M |
| Driehaus Capital Management LLC | 0.01% | Add +14.5% | 59,063 | $1.8M |
| PEAK6 LLC | 0.04% | Add +141.3% | 56,219 | $1.7M |
| Marex Group Ltd | 0.01% | Add +880.0% | 54,526 | $1.6M |
| Engineers Gate Manager LP | 0.02% | New | 48,564 | $1.5M |
| Walleye Capital LLC | 0.01% | New | 46,888 | $1.4M |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -26.3% | 44,862 | $1.3M |
| Jefferies Financial Group Inc. | 0.01% | Add +440.0% | 43,200 | $1.3M |
| Vident Advisory, LLC | 0.01% | Add +176.8% | 40,083 | $1.2M |
"% of holder's portfolio" is GDS's weight in each manager's 13F, not the share of GDS Holdings Ltd. - ADR the manager owns.