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GDS in the 13F filings

GDS HLDGS LTD · CUSIP 36165L108

Sector · Software and IT servicesTheme · Internet, programming and data services
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q2 2023Q1 2023
Quarter end
30 Jun 2026
the date the book describes
Filed
2 Sep 2026
latest of these filings; the earliest 3 Aug 2026
Managers listing it
18
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 6 listed it in both
Shares listed
18,518,712
combined, among listed positions
Reported value
$556m
combined, at the quarter end

Among the 91 comparable managers: 8 buyers (opened or added shares) and 13 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -1,042,367.

Managers listing GDS in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

18 of 18 holders

ActionFiling
Sachem Head Capital Management LP8,685,000$261m5.41%Held014 Aug 2026 (the filing on sec.gov)
Baupost Group LLC3,769,818$113m2.09%Added+725,00013 Aug 2026 (the filing on sec.gov)
Point72 Asset Management LP2,169,763$65m0.07%Added+616,71114 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.1,624,322$49munder 0.1%Trimmed-340,49614 Aug 2026 (the filing on sec.gov)
Millennium Management LLC802,545$24munder 0.1%Trimmed-24,49214 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP561,699$17munder 0.1%Added+523,26514 Aug 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP295,573$8.7m0.06%Newnew14 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC257,160$7.7munder 0.1%Trimmed-303,5912 Sep 2026 (the filing on sec.gov)
Light Street Capital Management LLC71,790$2.2m0.24%Added+14814 Aug 2026 (the filing on sec.gov)
Balyasny Asset Management LLC69,677$2.1munder 0.1%Trimmed-480,80814 Aug 2026 (the filing on sec.gov)
Invesco Ltd59,544$1.8munder 0.1%Trimmed-4,91414 Aug 2026 (the filing on sec.gov)
Walleye Capital LLC46,888$1.4munder 0.1%Newnew3 Aug 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP44,862$1.3munder 0.1%Trimmed-16,04414 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP21,936$659kunder 0.1%Added+7,54014 Aug 2026 (the filing on sec.gov)
Marshall Wace LLP20,435$614kunder 0.1%Trimmed-1,700,21813 Aug 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC10,000$300kunder 0.1%Trimmed-13,35214 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC7,421$223kunder 0.1%Trimmed-54014 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)279$8kunder 0.1%Added+21513 Aug 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (2)

Exited (4)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
5 in Q3 2024 to 5 in Q2 2026

Tracked managers listing it, at least.

0510152017201820192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
GDS by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20163$25mn.a.n.a.
Q1 20172$18mn.a.n.a.
Q2 20171$8.4mn.a.n.a.
Q3 20171$17mn.a.n.a.
Q4 20171$45mn.a.n.a.
Q1 20182$93mn.a.n.a.
Q2 20185$218mn.a.n.a.
Q3 20184$137mn.a.n.a.
Q4 20183$28mn.a.n.a.
Q1 20197$148mn.a.n.a.
Q2 20197$375mn.a.n.a.
Q3 201911$436mn.a.n.a.
Q4 201910$518mn.a.n.a.
Q1 202013$608mn.a.n.a.
Q2 202011$821mn.a.n.a.
Q3 20209$670mn.a.n.a.
Q4 20207$615mn.a.n.a.
Q1 20217$439mn.a.n.a.
Q2 20214$249mn.a.n.a.
Q3 20214$223mn.a.n.a.
Q4 20213$145mn.a.n.a.
Q1 20223$37mn.a.n.a.
Q2 20222$38mn.a.n.a.
Q3 20221$14mn.a.n.a.
Q4 20222$13mn.a.n.a.
Q1 20231$6.1mn.a.n.a.
Q2 20231$1.5mn.a.n.a.
Q1 20242$22m20
Q2 20243$61m30
Q3 20245$203m40
Q4 20246$187m23
Q1 20254$249m33
Q2 20253$332m21
Q3 20256$485m32
Q4 20256$578m1016
Q1 20268$699m158
Q2 20265$450m813

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 →