GDS Holdings Ltd. - ADRGDS
13F holders, Q4 2025 (December 31)180holders −24
30new positions
56sold out
7famous investors
$34.81avg. 13F price*
At the end of Q4 2025, 180 institutions reported holding GDS Holdings Ltd. - ADR (GDS) in their 13F filings, down 24 from Q3 2025. 30 opened new positions and 56 sold out. The largest holders were Singapore Technologies Telemedia Pte Ltd ($343.3M), Sachem Head Capital Management LP ($324.6M) and Canada Pension Plan Investment Board ($244.4M). 7 famous investors held it, including Seth Klarman (2.0% of Baupost Group's portfolio), Ron Baron (0.4% of Baron Capital (BAMCO)'s portfolio) and Steve Cohen (0.1% of Point72 Asset Management's portfolio).
- Company
- GDS Holdings Ltd. - ADR
- Filed as
- GDS HLDGS LTD (Q4 2025)
- CUSIP
- 36165L108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $95.5M |
| Exits | 56 | $221.7M |
All 13F filers, Q3 2025 → Q4 2025: 13,207,952 shares bought and 12,919,503 shares sold, net +288,449 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 180 holders
| Singapore Technologies Telemedia Pte Ltd | 100.00% | No change | 9,835,680 | $343.3M |
| Sachem Head Capital Management LP | 7.61% | Add +45.0% | 9,300,000 | $324.6M |
| Canada Pension Plan Investment Board | 0.16% | No change | 7,004,083 | $244.4M |
| Tekne Capital Management, LLC | 62.93% | Reduce -20.3% | 5,051,818 | $176.3M |
| 12 West Capital Management LP | 17.80% | Reduce -5.3% | 4,283,776 | $149.5M |
| Baron Capital (BAMCO) | 0.36% | Reduce -11.1% | 3,784,848 | $132.1M |
| Baupost Group | 2.01% | Reduce -6.3% | 3,044,818 | $106.3M |
| Triata Capital Ltd | 12.58% | Add +23.5% | 2,974,298 | $103.8M |
| Carrhae Capital LLP | 5.04% | Add +31.5% | 2,167,199 | $75.6M |
| Bank of America Corp. | 0.00% | Add +227.6% | 1,734,887 | $60.5M |
| Barclays PLC | 0.02% | Add +20731.3% | 1,720,247 | $60.0M |
| UBS Group AG | 0.01% | Add +6.8% | 1,553,401 | $54.2M |
| Marshall Wace, LLP | 0.05% | Add +22.8% | 1,506,344 | $52.6M |
| Discovery Capital Management, LLC / CT | 2.72% | Add +35.2% | 1,428,017 | $49.8M |
| Point72 Asset Management | 0.07% | Add +658.8% | 1,203,879 | $42.0M |
| American Century Companies Inc. | 0.02% | Add +6.1% | 1,173,492 | $41.0M |
| Morgan Stanley | 0.00% | Reduce -0.2% | 1,148,494 | $40.1M |
| Alyeska Investment Group, L.P. | 0.10% | Reduce -45.7% | 1,028,000 | $35.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.05% | Add +49.8% | 878,448 | $30.7M |
| Cerity Partners LLC | 0.04% | Reduce 0.0% | 787,502 | $27.5M |
| Burkehill Global Management, LP | 1.68% | No change | 700,000 | $24.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Reduce -3.8% | 691,698 | $24.1M |
| BlackRock, Inc. | 0.00% | Add +22.4% | 675,124 | $23.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -40.0% | 669,548 | $23.4M |
| Millennium Management | 0.02% | Add +28.8% | 625,007 | $21.8M |
| Tiger Pacific Capital LP | 5.59% | New | 599,097 | $20.9M |
| Aberdeen Group plc | 0.03% | Add +27.5% | 576,498 | $20.1M |
| Philosophy Capital Management LLC | 2.33% | New | 570,140 | $19.9M |
| Nishkama Capital, LLC | 2.63% | Reduce -23.1% | 557,312 | $19.5M |
| Senvest Management, LLC | 0.54% | New | 502,655 | $17.5M |
| MY.Alpha Management HK Advisors Ltd | 8.50% | Reduce -13.8% | 454,171 | $15.9M |
| Franklin Resources Inc. | 0.00% | New | 442,602 | $15.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -56.3% | 403,419 | $14.1M |
| Nuveen, LLC | 0.00% | Reduce -1.7% | 377,800 | $13.2M |
| APG Asset Management N.V. | 0.04% | No change | 421,577 | $12.5M |
| LMR Partners LLP | 0.14% | Reduce -12.3% | 323,965 | $11.3M |
| Fred Alger Management, LLC | 0.04% | Add +6.7% | 322,589 | $11.3M |
| HSBC Holdings PLC | 0.01% | Add +628.4% | 309,502 | $10.8M |
| BNP Paribas Financial Markets | 0.01% | Add +5.7% | 307,830 | $10.7M |
| Selkirk Management LLC | 2.65% | No change | 287,000 | $10.0M |
| Royal Bank of Canada | 0.00% | Add +1.0% | 277,763 | $9.7M |
| Balyasny Asset Management L.P. | 0.02% | Reduce -7.2% | 270,069 | $9.4M |
| SIH Partners, LLLP | 0.54% | Add +16.3% | 265,200 | $9.3M |
| Citigroup Inc. | 0.01% | Add +410.5% | 254,537 | $8.9M |
| Pinnacle Associates Ltd. | 0.11% | Add +0.0% | 253,387 | $8.8M |
| Deutsche Bank AG | 0.00% | Add +16.2% | 215,110 | $7.5M |
| Susquehanna International Group, LLP | 0.01% | Reduce -49.0% | 214,649 | $7.5M |
| Pacer Advisors, Inc. | 0.02% | Reduce -58.6% | 209,952 | $7.3M |
| Jain Global LLC | 0.07% | Add +24.9% | 202,193 | $7.1M |
| Taikang Asset Management (Hong Kong) Co Ltd | 0.69% | Add +33.3% | 200,000 | $7.0M |
| Dimensional Fund Advisors LP | 0.00% | Add +6.2% | 197,209 | $6.9M |
| Maxi Investments CY Ltd | 1.10% | New | 172,700 | $6.0M |
| AI-Squared Management Ltd | 6.76% | Add +69.7% | 166,740 | $5.8M |
| Saba Capital Management, L.P. | 0.19% | No change | 160,000 | $5.6M |
| Walleye Capital LLC | 0.03% | Reduce -40.5% | 150,534 | $5.3M |
| Pictet Asset Management Holding SA | 0.00% | New | 142,771 | $5.0M |
| Raymond James Financial Inc. | 0.00% | Add +11.0% | 138,379 | $4.8M |
| Beaconlight Capital, LLC | 2.77% | Reduce -15.9% | 136,043 | $4.7M |
| PEAK6 LLC | 0.12% | Reduce -15.6% | 121,194 | $4.2M |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 0.80% | Add +4.9% | 109,321 | $3.8M |
| Trexquant Investment LP | 0.03% | Add +162.1% | 106,406 | $3.7M |
| Electron Capital Partners, LLC | 0.17% | Add +52.2% | 105,448 | $3.7M |
| Lighthouse Investment Partners, LLC | 0.12% | Reduce -31.6% | 104,344 | $3.6M |
| Dymon Asia Capital (singapore) Pte. LTD. | 0.71% | Add +44.8% | 92,298 | $3.2M |
| Hidden Lake Asset Management LP | 1.67% | Reduce -57.2% | 87,877 | $3.1M |
| Geode Capital Management, LLC | 0.00% | Reduce -5.8% | 85,211 | $3.0M |
| Future Fund LLC | 0.79% | Add +13.3% | 71,699 | $2.5M |
| Fiera Capital Corp | 0.01% | New | 71,052 | $2.5M |
| Invesco Ltd. | 0.00% | Reduce -10.3% | 69,516 | $2.4M |
| Light Street Capital Management, LLC | 0.35% | Reduce -73.3% | 65,272 | $2.3M |
| Citadel Advisors | 0.00% | Reduce -88.3% | 60,674 | $2.1M |
| One Capital Management, LLC | 0.06% | Add +41.4% | 59,048 | $2.1M |
| IMC-Chicago, LLC | 0.03% | New | 55,332 | $1.9M |
| Creative Planning | 0.00% | Add +74.8% | 53,330 | $1.9M |
| Driehaus Capital Management LLC | 0.01% | No change | 51,576 | $1.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -14.3% | 37,074 | $1.3M |
| Jump Financial, LLC | 0.02% | New | 34,619 | $1.2M |
| CastleKnight Management LP | 0.07% | No change | 34,200 | $1.2M |
| BlueCrest Capital Management Ltd | 0.05% | Add +308.3% | 31,535 | $1.1M |
| Susquehanna Advisors Group, Inc. | 0.04% | Reduce -7.1% | 31,427 | $1.1M |
| Wells Fargo & Company | 0.00% | Add +12.9% | 30,615 | $1.1M |
| Barometer Capital Management Inc. | 0.26% | Reduce -93.1% | 6,500 | $1.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -91.8% | 29,117 | $1.0M |
| Massar Capital Management, LP | 0.20% | Reduce -45.9% | 29,000 | $1.0M |
| Mariner, LLC | 0.00% | Add +9.8% | 28,972 | $1.0M |
| ExodusPoint Capital Management, LP | 0.01% | Add +73.0% | 27,781 | $970K |
| Northern Trust Corp. | 0.00% | Add +13.6% | 25,328 | $884K |
| DV Equities, LLC | 0.14% | — | 173,200 | $750K |
| Galvin, Gaustad & Stein, LLC | 0.06% | Add +207.2% | 21,354 | $745K |
| State of Wyoming | 0.08% | Add +15.4% | 20,590 | $719K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 20,428 | $713K |
| Harbor Advisors LLC | 0.10% | Add +33.3% | 20,000 | $698K |
| Long Corridor Asset Management Ltd | 0.34% | Reduce -79.5% | 17,425 | $608K |
| Eschler Asset Management LLP | 0.39% | Reduce -96.6% | 16,300 | $569K |
| Brooklyn Investment Group | 0.03% | New | 16,112 | $558K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +3.0% | 15,955 | $557K |
| Elevate Capital Advisors, LLC | 0.37% | New | 15,820 | $552K |
| Portolan Capital Management, LLC | 0.03% | Add +9.2% | 15,359 | $536K |
| Baader Bank Aktiengesellschaft | 0.04% | New | 15,512 | $535K |
| Quent Capital, LLC | 0.04% | New | 15,000 | $524K |
"% of holder's portfolio" is GDS's weight in each manager's 13F, not the share of GDS Holdings Ltd. - ADR the manager owns.