- Quarter end
- 31 Mar 2026
- the date the book describes
- Filed
- 15 May 2026
- latest of these filings; the earliest 12 May 2026
- Managers listing it
- 20
- at least, of 95 tracked, among listed positions
- Comparable managers
- 91
- filed both Q4 2025 and Q1 2026; 5 listed it in both
- Shares listed
- 19,561,079
- combined, among listed positions
- Reported value
- $788m
- combined, at the quarter end
Among the 91 comparable managers: 15 buyers (opened or added shares) and 8 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,577,367.
Managers listing GDS in Q1 2026
20 of 20 holders
Largest increases and reductions, by shares
Increases
- D. E. Shaw & Co.new position · 1,964,818 shares now+1,964,818
- Citadel Advisors LLCexisting position · 560,751 shares now+500,077
- Point72 Asset Management LPexisting position · 1,553,052 shares now+349,173
- Farallon Capital Management LLCnew position · 292,000 shares now+292,000
- Balyasny Asset Management LLCexisting position · 550,485 shares now+280,416
Reductions
- Sachem Head Capital Management LPexisting position · 8,685,000 shares now-615,000
- Susquehanna International Group LLPexisting position · 38,434 shares now-176,215
- Invesco Ltdexisting position · 64,458 shares now-5,058
- AQR Capital Management LLCexisting position · 7,961 shares now-942
New positions and exits
New (7)
Exited (4)
- Discovery Capital Management LLCwas $50m
- Walleye Capital LLCwas $5.3m
- Tudor Investment Corpwas $272k
- Quantbot Technologies LPwas $14k
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2016 | 3 | $25m | n.a. | n.a. |
| Q1 2017 | 2 | $18m | n.a. | n.a. |
| Q2 2017 | 1 | $8.4m | n.a. | n.a. |
| Q3 2017 | 1 | $17m | n.a. | n.a. |
| Q4 2017 | 1 | $45m | n.a. | n.a. |
| Q1 2018 | 2 | $93m | n.a. | n.a. |
| Q2 2018 | 5 | $218m | n.a. | n.a. |
| Q3 2018 | 4 | $137m | n.a. | n.a. |
| Q4 2018 | 3 | $28m | n.a. | n.a. |
| Q1 2019 | 7 | $148m | n.a. | n.a. |
| Q2 2019 | 7 | $375m | n.a. | n.a. |
| Q3 2019 | 11 | $436m | n.a. | n.a. |
| Q4 2019 | 10 | $518m | n.a. | n.a. |
| Q1 2020 | 13 | $608m | n.a. | n.a. |
| Q2 2020 | 11 | $821m | n.a. | n.a. |
| Q3 2020 | 9 | $670m | n.a. | n.a. |
| Q4 2020 | 7 | $615m | n.a. | n.a. |
| Q1 2021 | 7 | $439m | n.a. | n.a. |
| Q2 2021 | 4 | $249m | n.a. | n.a. |
| Q3 2021 | 4 | $223m | n.a. | n.a. |
| Q4 2021 | 3 | $145m | n.a. | n.a. |
| Q1 2022 | 3 | $37m | n.a. | n.a. |
| Q2 2022 | 2 | $38m | n.a. | n.a. |
| Q3 2022 | 1 | $14m | n.a. | n.a. |
| Q4 2022 | 2 | $13m | n.a. | n.a. |
| Q1 2023 | 1 | $6.1m | n.a. | n.a. |
| Q2 2023 | 1 | $1.5m | n.a. | n.a. |
| Q1 2024 | 2 | $22m | 2 | 0 |
| Q2 2024 | 3 | $61m | 3 | 0 |
| Q3 2024 | 5 | $203m | 4 | 0 |
| Q4 2024 | 6 | $187m | 2 | 3 |
| Q1 2025 | 4 | $249m | 3 | 3 |
| Q2 2025 | 3 | $332m | 2 | 1 |
| Q3 2025 | 6 | $485m | 3 | 2 |
| Q4 2025 | 6 | $578m | 10 | 16 |
| Q1 2026 | 8 | $699m | 15 | 8 |
| Q2 2026 | 5 | $450m | 8 | 13 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
GDS and GOOGL →GDS and META →GDS and SPCX →Choose a stock to compare with GDS →
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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own GDS, latest filings →Back to the 13F Explorer →