L3VLUP
ProSign in

GDS · SPCX in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

GDSSPCX
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • GDS
  • SPCX
02040602020202120222023202420252026
Holders and value by quarter
QuarterGDSSPCX
Q1 202013 holders, $608mnone listed holders, n.a.
Q2 202011 holders, $821mnone listed holders, n.a.
Q3 20209 holders, $670mnone listed holders, n.a.
Q4 20207 holders, $615mnone listed holders, n.a.
Q1 20217 holders, $439mnone listed holders, n.a.
Q2 20214 holders, $249mnone listed holders, n.a.
Q3 20214 holders, $223mnone listed holders, n.a.
Q4 20213 holders, $145mnone listed holders, n.a.
Q1 20223 holders, $37mnone listed holders, n.a.
Q2 20222 holders, $38mnone listed holders, n.a.
Q3 20221 holders, $14mnone listed holders, n.a.
Q4 20222 holders, $13mnone listed holders, n.a.
Q1 20231 holders, $6.1mnone listed holders, n.a.
Q2 20231 holders, $1.5mnone listed holders, n.a.
Q1 20242 holders, $22mnone listed holders, n.a.
Q2 20243 holders, $61mnone listed holders, n.a.
Q3 20245 holders, $203mnone listed holders, n.a.
Q4 20246 holders, $187mnone listed holders, n.a.
Q1 20254 holders, $249mnone listed holders, n.a.
Q2 20253 holders, $332mnone listed holders, n.a.
Q3 20256 holders, $485mnone listed holders, n.a.
Q4 20256 holders, $578mnone listed holders, n.a.
Q1 20268 holders, $699mnone listed holders, n.a.
Q2 20265 holders, $450m42 holders, $105bn
GDS

GDS HLDGS LTD

Holders
6
Reported value
$485m
Buyers
3
Sellers
2

Breadth +1 among 95 comparable managers.

Software and IT servicesInternet, programming and data services
SPCX

Space Exploration Techn Corp

Holders
0
Reported value
$0
Buyers
n.a.
Sellers
n.a.

No cross-section for this quarter.

Software and IT servicesInternet, programming and data services

Who holds both, Q3 2025

Among the 6 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only GDS (6)

Baupost Group LLC, Discovery Capital Management LLC, Light Street Capital Management LLC, Marshall Wace LLP, Moore Capital Management LP, Sachem Head Capital Management LP

Only SPCX (0)

None.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

Back to the 13F Explorer →