GDS Holdings Ltd. - ADRGDS
13F holders, Q2 2025 (June 30)161holders +6
40new positions
34sold out
5famous investors
$30.55avg. 13F price*
At the end of Q2 2025, 161 institutions reported holding GDS Holdings Ltd. - ADR (GDS) in their 13F filings, up 6 from Q1 2025. 40 opened new positions and 34 sold out. The largest holders were Singapore Technologies Telemedia Pte Ltd ($484.1M), Canada Pension Plan Investment Board ($214.1M) and Sachem Head Capital Management LP ($210.3M). 5 famous investors held it, including Seth Klarman (2.4% of Baupost Group's portfolio), Ron Baron (0.3% of Baron Capital (BAMCO)'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- GDS Holdings Ltd. - ADR
- Filed as
- GDS HLDGS LTD (Q2 2025)
- CUSIP
- 36165L108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $164.4M |
| Exits | 34 | $147.5M |
All 13F filers, Q1 2025 → Q2 2025: 18,232,433 shares bought and 12,975,971 shares sold, net +5,256,462 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 161 holders
| Singapore Technologies Telemedia Pte Ltd | 100.00% | No change | 15,835,680 | $484.1M |
| Canada Pension Plan Investment Board | 0.18% | Add +77.7% | 7,004,083 | $214.1M |
| Sachem Head Capital Management LP | 6.57% | Add +63.2% | 6,879,485 | $210.3M |
| Tekne Capital Management, LLC | 66.63% | Add +6.9% | 6,263,467 | $191.5M |
| 12 West Capital Management LP | 15.73% | No change | 4,864,476 | $148.7M |
| Aspex Management (HK) Ltd | 2.93% | Add +46.4% | 4,406,949 | $134.7M |
| Baupost Group | 2.41% | Reduce -23.5% | 3,249,952 | $99.4M |
| Baron Capital (BAMCO) | 0.26% | Add +2.8% | 3,153,908 | $96.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +4.6% | 2,795,254 | $85.5M |
| Morgan Stanley | 0.01% | Add +3.6% | 2,730,393 | $83.5M |
| Triata Capital Ltd | 10.61% | Add +500.5% | 1,777,614 | $54.3M |
| Massachusetts Financial Services Co. | 0.01% | Add +2.3% | 1,204,006 | $36.8M |
| Alyeska Investment Group, L.P. | 0.13% | Add +750.9% | 1,167,813 | $35.7M |
| UBS Group AG | 0.01% | Reduce -52.1% | 979,192 | $29.9M |
| Cerity Partners LLC | 0.05% | Reduce -1.2% | 967,486 | $29.6M |
| American Century Companies Inc. | 0.01% | Reduce -10.0% | 830,885 | $25.4M |
| Jane Street Group, LLC | 0.04% | Add +209.9% | 805,630 | $24.6M |
| Light Street Capital Management, LLC | 4.46% | New | 714,582 | $21.8M |
| Burkehill Global Management, LP | 1.58% | New | 700,000 | $21.4M |
| Pacer Advisors, Inc. | 0.06% | Add +33.2% | 699,479 | $21.4M |
| Millennium Management | 0.02% | Add +19.9% | 611,511 | $18.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.04% | Add +12.1% | 601,547 | $18.4M |
| Ghisallo Capital Management LLC | 0.49% | New | 600,000 | $18.3M |
| Norges Bank | 0.00% | New | 600,000 | $18.3M |
| Citigroup Inc. | 0.01% | Add +86.6% | 547,773 | $16.7M |
| Aberdeen Group plc | 0.03% | Add +37.7% | 537,175 | $16.4M |
| MY.Alpha Management HK Advisors Ltd | 10.59% | New | 466,900 | $14.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Reduce -0.1% | 438,459 | $13.2M |
| Balyasny Asset Management L.P. | 0.03% | Reduce -1.4% | 424,255 | $13.0M |
| Carrhae Capital LLP | 1.22% | New | 416,903 | $12.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -16.0% | 380,179 | $11.6M |
| Nuveen, LLC | 0.00% | Add +7.9% | 377,400 | $11.5M |
| National Bank of Canada | 0.01% | New | 369,600 | $11.3M |
| APG Asset Management N.V. | 0.03% | No change | 421,577 | $11.0M |
| Waterfront Capital Partners, LLC | 2.72% | Add +377.6% | 358,221 | $11.0M |
| Eschler Asset Management LLP | 8.21% | New | 355,200 | $10.9M |
| FMR LLC | 0.00% | Reduce -57.3% | 314,654 | $9.6M |
| Royal Bank of Canada | 0.00% | Reduce -18.1% | 310,833 | $9.5M |
| BNP Paribas Financial Markets | 0.01% | Reduce -15.3% | 306,651 | $9.4M |
| BlackRock, Inc. | 0.00% | Reduce -8.5% | 305,781 | $9.3M |
| Monolith Management Ltd | 3.26% | Add +60.5% | 301,872 | $9.2M |
| Selkirk Management LLC | 2.59% | No change | 287,000 | $8.8M |
| Pinnacle Associates Ltd. | 0.12% | Reduce -0.8% | 260,807 | $8.0M |
| LMR Partners LLP | 0.17% | Add +265.6% | 247,803 | $7.6M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -47.9% | 232,736 | $7.1M |
| Bank of America Corp. | 0.00% | Add +35.4% | 230,573 | $7.0M |
| Centerbridge Partners, L.P. | 1.45% | No change | 204,971 | $6.3M |
| Susquehanna International Group, LLP | 0.01% | New | 189,414 | $5.8M |
| Hidden Lake Asset Management LP | 2.65% | Add +110.1% | 176,690 | $5.4M |
| Dimensional Fund Advisors LP | 0.00% | Add +16.0% | 173,999 | $5.3M |
| Fred Alger Management, LLC | 0.02% | New | 168,436 | $5.1M |
| Saba Capital Management, L.P. | 0.14% | Add +8.4% | 167,174 | $5.1M |
| Polymer Capital Management (HK) LTD | 0.71% | Add +391.8% | 147,552 | $4.5M |
| Lighthouse Investment Partners, LLC | 0.17% | New | 125,000 | $3.8M |
| SIH Partners, LLLP | 0.35% | New | 121,088 | $3.7M |
| Raymond James Financial Inc. | 0.00% | Add +7.0% | 98,640 | $3.0M |
| Deutsche Bank AG | 0.00% | Add +23.6% | 94,960 | $2.9M |
| Geode Capital Management, LLC | 0.00% | Reduce -5.3% | 87,352 | $2.7M |
| HSBC Holdings PLC | 0.00% | Reduce -53.4% | 84,464 | $2.6M |
| Walleye Capital LLC | 0.02% | Add +90.0% | 78,537 | $2.4M |
| Y-Intercept (Hong Kong) Ltd | 0.06% | New | 78,373 | $2.4M |
| Invesco Ltd. | 0.00% | Reduce -14.4% | 77,230 | $2.4M |
| Anson Funds Management LP | 0.42% | Add +47.6% | 75,000 | $2.3M |
| Electron Capital Partners, LLC | 0.11% | Reduce -0.2% | 69,444 | $2.1M |
| Marshall Wace, LLP | 0.00% | Reduce -93.9% | 69,269 | $2.1M |
| Maplelane Capital, LLC | 0.12% | New | 65,000 | $2.0M |
| Barclays PLC | 0.00% | Add +1302.4% | 56,558 | $1.7M |
| Taikang Asset Management (Hong Kong) Co Ltd | 0.22% | New | 55,000 | $1.7M |
| Driehaus Capital Management LLC | 0.01% | Reduce -96.6% | 54,004 | $1.7M |
| Barometer Capital Management Inc. | 0.44% | Add +29.6% | 52,600 | $1.6M |
| Creative Planning | 0.00% | Reduce -36.0% | 50,184 | $1.5M |
| Centiva Capital, LP | 0.10% | Add +69.8% | 49,100 | $1.5M |
| Concentric Capital Strategies, LP | 0.08% | New | 46,984 | $1.4M |
| Headlands Technologies LLC | 0.17% | Add +218.2% | 46,386 | $1.4M |
| CastleKnight Management LP | 0.09% | Add +61.3% | 44,200 | $1.4M |
| Future Fund LLC | 0.59% | New | 43,596 | $1.3M |
| Dymon Asia Capital (singapore) Pte. LTD. | 0.87% | Reduce -29.4% | 40,000 | $1.2M |
| Caption Management, LLC | 0.11% | New | 40,000 | $1.2M |
| State of New Jersey Common Pension Fund D | 0.00% | Add +11.4% | 36,694 | $1.1M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 36,103 | $1.1M |
| Group One Trading LLC | 0.03% | Add +76.5% | 29,066 | $889K |
| Boothbay Fund Management, LLC | 0.03% | New | 27,673 | $846K |
| Mariner, LLC | 0.00% | Reduce -1.4% | 26,936 | $823K |
| One Capital Management, LLC | 0.03% | New | 26,364 | $806K |
| Bayforest Capital Ltd | 0.34% | Add +4.2% | 25,648 | $784K |
| Hood River Capital Management LLC | 0.01% | New | 25,297 | $773K |
| Amiral Gestion | 0.33% | Add +38.9% | 25,000 | $764K |
| Wells Fargo & Company | 0.00% | Add +5.6% | 23,915 | $731K |
| Northern Trust Corp. | 0.00% | Reduce -65.0% | 21,854 | $668K |
| Verition Fund Management LLC | 0.00% | Add +117.3% | 20,021 | $612K |
| Capula Management Ltd | 0.01% | New | 20,000 | $611K |
| D. E. Shaw & Co. | 0.00% | Reduce -97.7% | 18,375 | $562K |
| Macroview Investment Management LLC | 0.39% | Reduce -16.7% | 15,460 | $473K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | — | 15,151 | $463K |
| Farther Finance Advisors, LLC | 0.01% | Add +6289.2% | 14,759 | $451K |
| Vident Advisory, LLC | 0.01% | Reduce -44.4% | 14,482 | $443K |
| LPL Financial LLC | 0.00% | Add +60.8% | 14,425 | $441K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +13.2% | 14,112 | $431K |
| XTX Topco Ltd | 0.02% | Reduce -65.1% | 13,676 | $418K |
| Itau Unibanco Holding S.A. | 0.02% | Add +12.8% | 13,438 | $411K |
"% of holder's portfolio" is GDS's weight in each manager's 13F, not the share of GDS Holdings Ltd. - ADR the manager owns.