GDS Holdings Ltd. - ADRGDS
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 139 institutions reported holding GDS Holdings Ltd. - ADR (GDS) in their 13F filings, up 30 from Q2 2024. 40 opened new positions and 10 sold out. The largest holders were Singapore Technologies Telemedia Pte Ltd ($323.0M), Tekne Capital Management, LLC ($126.4M) and Baron Capital (BAMCO) ($123.2M). 7 famous investors held it, including Seth Klarman (2.5% of Baupost Group's portfolio), Ron Baron (0.3% of Baron Capital (BAMCO)'s portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- GDS Holdings Ltd. - ADR
- Filed as
- GDS HLDGS LTD (Q3 2024)
- CUSIP
- 36165L108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $222.4M |
| Exits | 10 | $59.4M |
All 13F filers, Q2 2024 → Q3 2024: 21,822,381 shares bought and 24,618,391 shares sold, net −2,796,010 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 139 holders
| Singapore Technologies Telemedia Pte Ltd | 100.00% | No change | 15,835,680 | $323.0M |
| Tekne Capital Management, LLC | 51.22% | No change | 6,194,521 | $126.4M |
| Baron Capital (BAMCO) | 0.33% | Add +128.6% | 6,040,555 | $123.2M |
| 12 West Capital Management LP | 11.89% | Add +23.2% | 5,683,974 | $116.0M |
| Baupost Group | 2.47% | No change | 4,249,952 | $86.7M |
| Aspex Management (HK) Ltd | 2.16% | Reduce -54.4% | 4,004,018 | $81.7M |
| Canada Pension Plan Investment Board | 0.08% | Reduce -42.0% | 3,941,425 | $80.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -62.8% | 3,490,559 | $71.2M |
| Sachem Head Capital Management LP | 3.02% | Add +161.6% | 2,825,000 | $57.6M |
| Morgan Stanley | 0.00% | Add +53.1% | 2,384,241 | $48.6M |
| KEYWISE CAPITAL MANAGEMENT (HK) Ltd | 3.91% | New | 1,920,500 | $39.2M |
| Farallon Capital Management, L.L.C. | 0.17% | Add +24.9% | 1,531,133 | $31.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.07% | New | 1,333,900 | $27.2M |
| Portolan Capital Management, LLC | 1.93% | New | 1,302,533 | $26.6M |
| Indus Capital Partners, LLC | 17.17% | New | 1,257,758 | $25.7M |
| Cerity Partners LLC | 0.05% | Reduce -19.5% | 1,211,256 | $24.7M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -29.1% | 1,204,656 | $24.6M |
| Marshall Wace, LLP | 0.03% | Add +5277.1% | 1,177,591 | $24.0M |
| D. E. Shaw & Co. | 0.03% | New | 967,096 | $19.7M |
| Pacer Advisors, Inc. | 0.03% | Reduce -16.3% | 710,910 | $14.5M |
| Two Sigma Investments, LP | 0.03% | Add +81.9% | 705,638 | $14.4M |
| William Blair Investment Management, LLC | 0.03% | New | 633,833 | $12.9M |
| Driehaus Capital Management LLC | 0.11% | New | 624,334 | $12.7M |
| JPMorgan Chase & Co. | 0.00% | Add +7553.4% | 610,821 | $12.5M |
| Citadel Advisors | 0.01% | Add +4.0% | 505,515 | $10.3M |
| UBS Group AG | 0.00% | Add +63.7% | 496,416 | $10.1M |
| Luxor Capital Group, LP | 1.34% | New | 489,842 | $10.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Add +19.5% | 445,023 | $9.1M |
| Millennium Management | 0.01% | Reduce -55.7% | 398,761 | $8.1M |
| BlackRock, Inc. | 0.00% | — | 385,679 | $7.9M |
| American Century Companies Inc. | 0.00% | New | 381,141 | $7.8M |
| Voloridge Investment Management, LLC | 0.03% | Add +658.7% | 380,828 | $7.8M |
| Swedbank AB | 0.01% | Add +3.7% | 338,974 | $6.9M |
| Royal Bank of Canada | 0.00% | Reduce -2.3% | 299,528 | $6.1M |
| Hidden Lake Asset Management LP | 5.32% | Add +70.3% | 293,994 | $6.0M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | New | 280,000 | $5.7M |
| Aberdeen Group plc | 0.01% | Add +11.3% | 265,500 | $5.4M |
| Nuveen Asset Management, LLC | 0.00% | Add +2.5% | 260,200 | $5.3M |
| Deutsche Bank AG | 0.00% | Reduce -30.6% | 242,240 | $4.9M |
| Jane Street Group, LLC | 0.01% | Add +312.3% | 240,945 | $4.9M |
| Waterfront Capital Partners, LLC | 0.87% | New | 233,074 | $4.8M |
| Boston Partners | 0.01% | New | 229,322 | $4.7M |
| Centerbridge Partners, L.P. | 0.94% | No change | 204,971 | $4.2M |
| HSBC Holdings PLC | 0.00% | New | 188,788 | $3.9M |
| BNP Paribas Financial Markets | 0.00% | Add +1.4% | 182,388 | $3.7M |
| Walleye Capital LLC | 0.04% | Add +404.6% | 180,951 | $3.7M |
| Citigroup Inc. | 0.00% | Reduce -85.1% | 179,365 | $3.7M |
| Bank of America Corp. | 0.00% | Reduce -87.6% | 178,251 | $3.6M |
| Polymer Capital Management (HK) LTD | 0.84% | New | 177,353 | $3.6M |
| Davidson Kempner Capital Management LP | 0.12% | New | 170,000 | $3.5M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -2.7% | 163,072 | $3.3M |
| Selkirk Management LLC | 1.31% | No change | 157,100 | $3.2M |
| Point72 Asset Management | 0.01% | Add +73.9% | 153,100 | $3.1M |
| Group One Trading LLC | 0.11% | Add +49.2% | 139,201 | $2.8M |
| Walleye Trading LLC | 0.06% | Add +521.6% | 121,820 | $2.5M |
| Saba Capital Management, L.P. | 0.05% | New | 119,328 | $2.4M |
| Trexquant Investment LP | 0.03% | Add +148.7% | 102,613 | $2.1M |
| Creative Planning | 0.00% | Add +0.5% | 100,313 | $2.0M |
| Point72 Hong Kong Ltd | 0.15% | Reduce -20.3% | 100,191 | $2.0M |
| Man Group plc | 0.01% | New | 94,871 | $1.9M |
| Raymond James & Associates | 0.00% | Add +8.3% | 89,179 | $1.8M |
| Invesco Ltd. | 0.00% | Add +8.9% | 84,942 | $1.7M |
| Barclays PLC | 0.00% | Reduce -64.6% | 79,376 | $1.6M |
| GTS Securities LLC | 0.03% | Reduce -34.9% | 79,332 | $1.6M |
| CastleKnight Management LP | 0.19% | No change | 77,600 | $1.6M |
| Geode Capital Management, LLC | 0.00% | Add +20.5% | 77,057 | $1.6M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -81.0% | 66,661 | $1.4M |
| Headlands Technologies LLC | 0.15% | Add +135.7% | 64,822 | $1.3M |
| Two Sigma Advisers, LP | 0.00% | New | 57,352 | $1.2M |
| Seven Eight Capital, LP | 0.10% | New | 53,335 | $1.1M |
| Penserra Capital Management LLC | 0.02% | Reduce -27.1% | 49,826 | $1.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 49,076 | $1.0M |
| Tidal Investments LLC | 0.01% | New | 41,277 | $842K |
| Squarepoint Ops LLC | 0.00% | Add +228.3% | 36,142 | $737K |
| Tudor Investment Corporation | 0.01% | New | 34,777 | $709K |
| Cubist Systematic Strategies, LLC | 0.01% | Reduce -69.8% | 33,945 | $692K |
| HAP Trading, LLC | 0.33% | New | 32,130 | $655K |
| Barometer Capital Management Inc. | 0.18% | No change | 29,800 | $608K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | New | 26,669 | $544K |
| Gsa Capital Partners LLP | 0.04% | New | 26,684 | $544K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.4% | 25,935 | $529K |
| Macquarie Group Ltd. | 0.00% | No change | 25,633 | $523K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -33.2% | 56,464 | $515K |
| Northern Trust Corp. | 0.00% | Add +2.1% | 24,264 | $495K |
| Centiva Capital, LP | 0.02% | Add +49.5% | 23,479 | $479K |
| Prudential Financial Inc. | 0.00% | Reduce -16.6% | 22,822 | $466K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Reduce -0.6% | 22,484 | $459K |
| Engineers Gate Manager LP | 0.01% | New | 20,873 | $426K |
| Quadrature Capital Ltd | 0.01% | Reduce -10.4% | 20,867 | $426K |
| XTX Topco Ltd | 0.03% | New | 20,557 | $419K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 20,386 | $416K |
| Vident Advisory, LLC | 0.01% | Reduce -41.7% | 19,680 | $401K |
| ExodusPoint Capital Management, LP | 0.00% | New | 18,440 | $376K |
| Allianz Asset Management GmbH | 0.00% | New | 18,085 | $369K |
| NewEdge Wealth, LLC | 0.01% | Reduce -1.1% | 17,550 | $358K |
| Verition Fund Management LLC | 0.00% | New | 17,349 | $354K |
| Robeco Institutional Asset Management B.V. | 0.00% | No change | 14,260 | $291K |
| Macroview Investment Management LLC | 0.27% | New | 13,500 | $275K |
| Fox Run Management, L.L.C. | 0.06% | New | 12,952 | $264K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +98.5% | 12,753 | $260K |
"% of holder's portfolio" is GDS's weight in each manager's 13F, not the share of GDS Holdings Ltd. - ADR the manager owns.