GDS Holdings Ltd. - ADRGDS

13F holders, Q3 2024 (September 30)
139holders +30
40new positions
10sold out
7famous investors
$20.39avg. 13F price*

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

050100150200250 Q1 2024: 106Q1 2024Q2 2024: 109Q2 2024Q3 2024: 139Q3 2024Q4 2024: 137Q4 2024Q1 2025: 155Q1 2025Q2 2025: 161Q2 2025Q3 2025: 204Q3 2025Q4 2025: 180Q4 2025Q1 2026: 206Q1 2026Q2 2026: 197Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions40$222.4M
Exits10$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.

Show all 139 holders