GDS Holdings Ltd. - ADRGDS

13F holders, Q4 2024 (December 31)
137holders −2
23new positions
27sold out
6famous investors
$23.75avg. 13F price*

At the end of Q4 2024, 137 institutions reported holding GDS Holdings Ltd. - ADR (GDS) in their 13F filings, down 2 from Q3 2024. 23 opened new positions and 27 sold out. The largest holders were Singapore Technologies Telemedia Pte Ltd ($376.3M), Baron Capital (BAMCO) ($158.6M) and Tekne Capital Management, LLC ($147.2M). 6 famous investors held it, including Seth Klarman (3.0% of Baupost Group's portfolio), Ron Baron (0.4% 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 (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions23$81.4M
Exits27$124.8M

All 13F filers, Q3 2024 → Q4 2024: 13,371,069 shares bought and 12,173,909 shares sold, net +1,197,160 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 137 holders

Singapore Technologies Telemedia Pte Ltd 100.00% No change 15,835,680 $376.3M
Baron Capital (BAMCO) 0.41% Add +10.5% 6,673,226 $158.6M
Tekne Capital Management, LLC 52.08% No change 6,194,521 $147.2M
12 West Capital Management LP 13.96% Reduce -1.3% 5,609,137 $133.3M
Aspex Management (HK) Ltd 3.16% Add +23.0% 4,926,727 $117.1M
Baupost Group 2.95% No change 4,249,952 $101.0M
Canada Pension Plan Investment Board 0.09% No change 3,941,425 $93.6M
Goldman Sachs Group Inc. 0.01% Reduce -10.1% 3,137,508 $74.5M
American Century Companies Inc. 0.03% Add +509.6% 2,323,482 $55.2M
Driehaus Capital Management LLC 0.36% Add +195.6% 1,845,623 $43.9M
Indus Capital Partners, LLC 29.82% Add +38.8% 1,745,558 $41.5M
Triata Capital Ltd 17.18% — 1,745,440 $41.5M
Morgan Stanley 0.00% Reduce -32.5% 1,608,506 $38.2M
D. E. Shaw & Co. 0.04% Add +63.0% 1,576,824 $37.5M
Farallon Capital Management, L.L.C. 0.19% No change 1,531,133 $36.4M
UBS Group AG 0.01% Add +179.8% 1,389,204 $33.0M
Cerity Partners LLC 0.06% Reduce -0.0% 1,210,839 $28.8M
Massachusetts Financial Services Co. 0.01% Reduce -3.1% 1,166,665 $27.7M
Marshall Wace, LLP 0.03% Reduce -12.6% 1,029,534 $24.5M
Waterfront Capital Partners, LLC 4.31% Add +316.3% 970,199 $23.1M
Millennium Management 0.02% Add +126.7% 904,069 $21.5M
Pacer Advisors, Inc. 0.05% Add +26.5% 898,982 $21.4M
Light Street Capital Management, LLC 3.84% New 785,156 $18.7M
Two Sigma Investments, LP 0.04% Reduce -6.3% 661,087 $15.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +47.9% 658,321 $15.6M
BlackRock, Inc. 0.00% Add +38.2% 532,873 $12.7M
Voloridge Investment Management, LLC 0.04% Add +36.9% 521,171 $12.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% New 463,538 $11.0M
Bank of America Corp. 0.00% Add +150.0% 445,652 $10.6M
APG Asset Management N.V. 0.03% New 421,577 $9.7M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Reduce -70.2% 397,900 $9.5M
JPMorgan Chase & Co. 0.00% Reduce -40.4% 364,332 $8.7M
Swedbank AB 0.01% Reduce -0.5% 337,374 $8.0M
Royal Bank of Canada 0.00% Reduce -3.1% 290,230 $6.9M
Point72 Hong Kong Ltd 0.43% Add +186.7% 287,193 $6.8M
Selkirk Management LLC 2.45% Add +82.7% 287,000 $6.8M
MY.Alpha Management HK Advisors Ltd 2.98% New 285,300 $6.8M
Nuveen Asset Management, LLC 0.00% Add +8.0% 281,000 $6.7M
Aberdeen Group plc 0.01% Add +5.4% 279,800 $6.6M
Monolith Management Ltd 3.30% New 273,405 $6.5M
Hidden Lake Asset Management LP 4.27% Reduce -10.4% 263,274 $6.3M
Walleye Capital LLC 0.06% Add +37.9% 249,467 $5.9M
HSBC Holdings PLC 0.00% Add +28.7% 242,948 $5.8M
Deutsche Bank AG 0.00% No change 242,240 $5.8M
Pinnacle Associates Ltd. 0.07% Add +292.4% 221,592 $5.3M
BNP Paribas Financial Markets 0.00% Add +18.3% 215,722 $5.1M
Alberta Investment Management Corp 0.03% New 207,703 $4.9M
Woodline Partners LP 0.03% New 205,277 $4.9M
Centerbridge Partners, L.P. 1.10% No change 204,971 $4.9M
OPTIMAS CAPITAL Ltd 5.52% New 172,400 $4.1M
Dimensional Fund Advisors LP 0.00% Add +0.2% 163,424 $3.9M
Schonfeld Strategic Advisors LLC 0.02% New 163,000 $3.9M
Brookfield Corp 0.02% Add +1848.2% 162,831 $3.9M
Saba Capital Management, L.P. 0.10% Add +33.5% 159,328 $3.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -43.2% 159,000 $3.8M
Group One Trading LLC 0.12% Add +7.9% 150,196 $3.6M
Alyeska Investment Group, L.P. 0.01% New 129,178 $3.1M
Point72 Asset Management 0.01% Reduce -34.3% 100,554 $2.4M
Raymond James Financial Inc. 0.00% — 99,856 $2.4M
Geode Capital Management, LLC 0.00% Add +25.8% 96,933 $2.3M
Walleye Trading LLC 0.04% Reduce -26.2% 89,896 $2.1M
Invesco Ltd. 0.00% Add +4.1% 88,423 $2.1M
Davidson Kempner Capital Management LP 0.05% Reduce -50.0% 85,000 $2.0M
State of New Jersey Common Pension Fund D 0.01% New 81,565 $1.9M
CastleKnight Management LP 0.22% No change 77,600 $1.8M
Squarepoint Ops LLC 0.00% Add +113.7% 77,242 $1.8M
Polymer Capital Management (HK) LTD 0.31% Reduce -57.6% 75,276 $1.8M
Lord, Abbett & Co. LLC 0.01% New 69,000 $1.6M
Citadel Advisors 0.00% Reduce -87.7% 62,128 $1.5M
Y-Intercept (Hong Kong) Ltd 0.09% Add +165.5% 54,127 $1.3M
Jump Financial, LLC 0.03% New 53,943 $1.3M
Beryl Capital Management LLC 0.22% New 40,999 $974K
Two Sigma Advisers, LP 0.00% Reduce -32.6% 38,652 $918K
Jane Street Group, LLC 0.00% Reduce -85.1% 35,916 $853K
Tidal Investments LLC 0.01% Reduce -20.0% 33,010 $784K
Citigroup Inc. 0.00% Reduce -81.9% 32,439 $771K
Headlands Technologies LLC 0.07% Reduce -52.6% 30,701 $729K
Freedom Investment Management, Inc. 0.06% New 30,064 $714K
Creative Planning 0.00% Reduce -70.6% 29,473 $700K
Barclays PLC 0.00% Reduce -63.9% 28,696 $682K
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +1.5% 27,076 $643K
Man Group plc 0.00% Reduce -72.0% 26,533 $630K
Macquarie Group Ltd. 0.00% No change 25,633 $609K
Mariner, LLC 0.00% Add +121.7% 24,991 $594K
Prelude Capital Management, LLC 0.05% Add +149.0% 24,900 $592K
Vident Advisory, LLC 0.01% Add +23.9% 24,390 $580K
Northern Trust Corp. 0.00% Reduce -9.7% 21,912 $521K
Campbell & CO Investment Adviser LLC 0.04% New 20,597 $489K
Allianz Asset Management GmbH 0.00% Add +10.5% 19,987 $475K
KEYWISE CAPITAL MANAGEMENT (HK) Ltd 0.04% Reduce -99.0% 18,600 $442K
Macroview Investment Management LLC 0.45% Add +37.4% 18,550 $441K
HAP Trading, LLC 0.15% Reduce -42.6% 18,430 $438K
Bank of Montreal 0.00% New 17,997 $428K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -21.0% 17,761 $422K
NewEdge Wealth, LLC 0.01% Reduce -7.7% 16,200 $385K
Robeco Institutional Asset Management B.V. 0.00% No change 14,260 $339K
Amiral Gestion 0.21% — 14,000 $333K
LPL Financial LLC 0.00% New 13,058 $310K
Quadrant Capital Group LLC 0.02% No change 12,738 $303K
FNY Investment Advisers, LLC 0.16% No change 12,500 $297K

"% 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 137 holders