GDS Holdings Ltd. - ADRGDS
13F holders, Q1 2026 (March 31)206holders +26
50new positions
21sold out
7famous investors
$40.23avg. 13F price*
At the end of Q1 2026, 206 institutions reported holding GDS Holdings Ltd. - ADR (GDS) in their 13F filings, up 26 from Q4 2025. 50 opened new positions and 21 sold out. The largest holders were Singapore Technologies Telemedia Pte Ltd ($396.3M), Sachem Head Capital Management LP ($349.9M) and Canada Pension Plan Investment Board ($282.2M). 7 famous investors held it, including Seth Klarman (2.4% of Baupost Group's portfolio), Ron Baron (0.6% 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 (Q1 2026)
- CUSIP
- 36165L108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $474.0M |
| Exits | 21 | $121.9M |
All 13F filers, Q4 2025 → Q1 2026: 23,932,398 shares bought and 9,932,696 shares sold, net +13,999,702 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 206 holders
| Singapore Technologies Telemedia Pte Ltd | 100.00% | No change | 9,835,680 | $396.3M |
| Sachem Head Capital Management LP | 8.43% | Reduce -6.6% | 8,685,000 | $349.9M |
| Canada Pension Plan Investment Board | 0.18% | No change | 7,004,083 | $282.2M |
| Tekne Capital Management, LLC | 86.00% | No change | 5,051,818 | $203.5M |
| Baron Capital (BAMCO) | 0.56% | Add +21.5% | 4,597,246 | $185.2M |
| Baupost Group | 2.40% | No change | 3,044,818 | $122.7M |
| Barclays PLC | 0.04% | Add +73.9% | 2,991,175 | $120.5M |
| 12 West Capital Management LP | 17.52% | Reduce -39.9% | 2,576,576 | $103.8M |
| Carrhae Capital LLP | 6.21% | Add +0.8% | 2,184,662 | $88.0M |
| Bank of America Corp. | 0.01% | Add +25.5% | 2,177,301 | $87.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +407.7% | 2,048,332 | $82.5M |
| UBS Group AG | 0.01% | Add +30.4% | 2,025,626 | $81.6M |
| D. E. Shaw & Co. | 0.07% | New | 1,964,818 | $79.2M |
| Marshall Wace, LLP | 0.07% | Add +14.2% | 1,720,653 | $69.3M |
| WCM Investment Management, LLC | 0.16% | New | 1,733,937 | $68.1M |
| Morgan Stanley | 0.00% | Add +38.8% | 1,593,952 | $64.2M |
| Point72 Asset Management | 0.11% | Add +29.0% | 1,553,052 | $62.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.08% | Add +63.4% | 1,435,002 | $57.8M |
| WFM ASIA (BVI) Ltd | 8.12% | New | 1,274,169 | $51.3M |
| BlackRock, Inc. | 0.00% | Add +83.2% | 1,236,531 | $49.8M |
| Avala Global LP | 2.38% | New | 1,230,580 | $49.6M |
| HSBC Holdings PLC | 0.03% | Add +294.4% | 1,220,693 | $48.7M |
| Dendur Capital LP | 3.45% | New | 1,148,000 | $46.3M |
| American Century Companies Inc. | 0.02% | Reduce -3.8% | 1,129,178 | $45.5M |
| Triata Capital Ltd | 7.94% | Reduce -63.4% | 1,087,902 | $43.8M |
| Cerity Partners LLC | 0.06% | Add +34.9% | 1,062,310 | $42.8M |
| Citigroup Inc. | 0.02% | Add +243.4% | 874,144 | $35.2M |
| MY.Alpha Management HK Advisors Ltd | 13.98% | Add +87.8% | 853,182 | $34.4M |
| Millennium Management | 0.03% | Add +32.3% | 827,037 | $33.3M |
| Electron Capital Partners, LLC | 1.48% | Add +640.6% | 780,979 | $31.5M |
| Ghisallo Capital Management LLC | 0.84% | New | 750,000 | $30.2M |
| Burkehill Global Management, LP | 1.47% | No change | 700,000 | $28.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Reduce -3.1% | 670,491 | $26.3M |
| Philosophy Capital Management LLC | 2.74% | Add +2.2% | 582,662 | $23.5M |
| Citadel Advisors | 0.02% | Add +824.2% | 560,751 | $22.6M |
| Balyasny Asset Management L.P. | 0.05% | Add +103.8% | 550,485 | $22.2M |
| Franklin Resources Inc. | 0.01% | Add +22.6% | 542,813 | $21.9M |
| Allianz Asset Management GmbH | 0.02% | New | 521,767 | $21.0M |
| Nishkama Capital, LLC | 2.86% | Reduce -10.6% | 498,127 | $20.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -24.2% | 507,665 | $19.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1275851.4% | 472,102 | $19.0M |
| Broad Peak Investment Advisers Pte Ltd | 3.64% | New | 445,050 | $17.9M |
| Oasis Management Co Ltd. | 2.30% | New | 414,524 | $16.7M |
| Qube Research & Technologies Ltd | 0.02% | New | 408,356 | $16.5M |
| Aberdeen Group plc | 0.03% | Reduce -29.7% | 405,287 | $16.3M |
| Ardmore Road Asset Management LP | 1.06% | New | 400,000 | $16.1M |
| Alyeska Investment Group, L.P. | 0.05% | Reduce -61.1% | 400,000 | $16.1M |
| APG Asset Management N.V. | 0.05% | No change | 421,577 | $14.7M |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 4.06% | Add +226.0% | 356,355 | $14.4M |
| BNP Paribas Financial Markets | 0.01% | Add +7.7% | 331,443 | $13.4M |
| Fred Alger Management, LLC | 0.06% | Reduce -0.4% | 321,315 | $12.9M |
| Manufacturers Life Insurance Company, The | 0.01% | New | 297,543 | $12.0M |
| Farallon Capital Management, L.L.C. | 0.07% | New | 292,000 | $11.8M |
| Selkirk Management LLC | 3.93% | No change | 287,000 | $11.6M |
| SIH Partners, LLLP | 0.34% | Add +3.9% | 275,512 | $11.1M |
| Pinnacle Associates Ltd. | 0.13% | Reduce -0.1% | 253,022 | $10.2M |
| ShawSpring Partners LLC | 3.34% | New | 221,782 | $8.9M |
| Jain Global LLC | 0.11% | Add +0.3% | 202,693 | $8.2M |
| Royal Bank of Canada | 0.00% | Reduce -27.8% | 200,682 | $8.1M |
| Deutsche Bank AG | 0.00% | Reduce -8.0% | 197,930 | $8.0M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -1.3% | 194,671 | $7.8M |
| Pacer Advisors, Inc. | 0.02% | Reduce -8.2% | 192,645 | $7.8M |
| Lighthouse Investment Partners, LLC | 0.25% | Add +57.2% | 164,031 | $6.6M |
| Barometer Capital Management Inc. | 2.19% | Add +2338.5% | 158,500 | $6.4M |
| WT Asset Management Ltd | 0.13% | New | 150,000 | $6.0M |
| Hidden Lake Asset Management LP | 3.80% | Add +61.8% | 142,149 | $5.7M |
| Longaeva Partners L.P. | 0.26% | New | 135,882 | $5.5M |
| Maxi Investments CY Ltd | 1.17% | Reduce -23.0% | 133,000 | $5.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -13.8% | 119,337 | $4.8M |
| LMR Partners LLP | 0.06% | Reduce -63.5% | 118,365 | $4.8M |
| AI-Squared Management Ltd | 3.11% | Reduce -36.3% | 106,200 | $4.3M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -28.1% | 102,607 | $4.1M |
| Future Fund LLC | 1.27% | Add +25.3% | 89,821 | $3.6M |
| Fiera Capital Corp | 0.01% | Add +25.7% | 89,299 | $3.6M |
| Geode Capital Management, LLC | 0.00% | Reduce -4.6% | 81,260 | $3.3M |
| Polymer Capital Management (HK) LTD | 0.43% | Add +891.8% | 76,211 | $3.1M |
| One Capital Management, LLC | 0.08% | Add +26.7% | 74,821 | $3.0M |
| Light Street Capital Management, LLC | 0.58% | Add +9.8% | 71,642 | $2.9M |
| Saba Capital Management, L.P. | 0.09% | Reduce -56.3% | 70,000 | $2.8M |
| Invesco Ltd. | 0.00% | Reduce -7.3% | 64,458 | $2.6M |
| XTX Topco Ltd | 0.04% | Add +988.1% | 63,808 | $2.6M |
| ExodusPoint Capital Management, LP | 0.02% | Add +119.2% | 60,906 | $2.5M |
| Squarepoint Ops LLC | 0.00% | New | 55,828 | $2.2M |
| Driehaus Capital Management LLC | 0.02% | No change | 51,576 | $2.1M |
| Creative Planning | 0.00% | Reduce -10.2% | 47,900 | $1.9M |
| Harbor Advisors LLC | 0.28% | Add +137.5% | 47,500 | $1.9M |
| Itau Unibanco Holding S.A. | 0.05% | New | 46,999 | $1.9M |
| Walleye Trading LLC | 0.03% | New | 41,091 | $1.7M |
| IMC-Chicago, LLC | 0.02% | Reduce -28.5% | 39,544 | $1.6M |
| Quantinno Capital Management LP | 0.00% | Add +168.2% | 38,566 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -82.1% | 38,434 | $1.5M |
| Mariner, LLC | 0.00% | Add +27.1% | 36,815 | $1.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -6.5% | 34,648 | $1.4M |
| Dymon Asia Capital (singapore) Pte. LTD. | 0.31% | Reduce -62.6% | 34,487 | $1.4M |
| Hel Ved Capital Management Ltd | 0.23% | New | 32,500 | $1.3M |
| Beaconlight Capital, LLC | 0.73% | Reduce -76.5% | 31,989 | $1.3M |
| Susquehanna Advisors Group, Inc. | 0.08% | No change | 31,427 | $1.3M |
| Wells Fargo & Company | 0.00% | Add +1.0% | 30,931 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | Add +2.5% | 29,846 | $1.2M |
| NewEdge Wealth, LLC | 0.01% | New | 28,637 | $1.2M |
"% of holder's portfolio" is GDS's weight in each manager's 13F, not the share of GDS Holdings Ltd. - ADR the manager owns.