GDS Holdings Ltd. - ADRGDS
13F holders, Q4 2024 (December 31)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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $81.4M |
| Exits | 27 | $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.