GDS Holdings Ltd (GDS) — Institutional Holders, Q2 2026

200 institutional investment managers reported a GDS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $3.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← GDS stock profile

GDS in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

Trimmed

Sold out

Biggest buyers

BARCLAYS PLCAdded · +3,663,017 sh+$110.0M
TOMS Capital Investment ManagementNew · +2,722,000 sh+$81.7M
Clearline CapitalNew · +1,665,600 sh+$50.0M
UBS Group AGAdded · +1,565,360 sh+$47.0M
Slate Path CapitalNew · +1,501,100 sh+$45.1M

Biggest sellers

BANK OF AMERICATrimmed · -1,960,510 sh-$58.9M
MARSHALL WACE, LLPTrimmed · -1,700,218 sh-$51.1M
WFM ASIA (BVI) LtdSold out · -1,274,169 sh-$38.3M
Avala GlobalSold out · -1,230,580 sh-$37.0M
WCM INVESTMENT MANAGEMENTTrimmed · -622,593 sh-$18.7M

GDS 13F holders ranked 1–100 of 200

Institutional investors reporting a position in GDS Holdings Ltd on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	Singapore Technologies Telemedia Pte Ltd#1 · 9,835,680 sh	9,835,680	$295.4M	100.00%	0.0%
2	Sachem Head Capital Management#2 · 8,685,000 sh	8,685,000	$260.8M	5.41%	0.0%
3	CANADA PENSION PLAN INVESTMENT BOARD#3 · 7,004,083 sh	7,004,083	$210.3M	0.12%	0.0%
4	BARCLAYS PLC#4 · 6,654,192 sh	6,654,192	$199.8M	0.04%	+122.5%
5	Tekne Capital Management#5 · 5,976,818 sh	5,976,818	$179.5M	58.73%	+18.3%
6	BAMCO#6 · 4,245,033 sh	4,245,033	$127.5M	0.19%	-7.7%
7	BAUPOST GROUP#7 · 3,769,818 sh	3,769,818	$113.2M	2.09%	+23.8%
8	UBS Group AG#8 · 3,590,986 sh	3,590,986	$107.8M	0.01%	+77.3%
9	Carrhae Capital LLP#9 · 3,300,419 sh	3,300,419	$99.1M	—	+51.1%
10	GOLDMAN SACHS GROUP#10 · 3,162,100 sh	3,162,100	$95.0M	<0.01%	+54.4%
11	TOMS Capital Investment Management#11 · 2,722,000 sh	2,722,000	$81.7M	1.75%	New
12	12 West Capital Management#12 · 2,563,192 sh	2,563,192	$77.0M	14.40%	-0.5%
13	MIRAE ASSET GLOBAL ETFS Ltd.#13 · 2,488,523 sh	2,488,523	$74.7M	0.09%	+73.4%
14	BlackRock#14 · 2,219,981 sh	2,219,981	$66.7M	<0.01%	+79.5%
15	Point72 Asset Management, L.P.#15 · 2,169,763 sh	2,169,763	$65.2M	0.07%	+39.7%
16	MORGAN STANLEY#16 · 1,722,275 sh	1,722,275	$51.7M	<0.01%	+8.1%
17	Triata Capital Ltd#17 · 1,705,220 sh	1,705,220	$51.2M	8.70%	+56.7%
18	Clearline Capital#18 · 1,665,600 sh	1,665,600	$50.0M	2.98%	New
19	D. E. Shaw#19 · 1,624,322 sh	1,624,322	$48.8M	0.02%	-17.3%
20	Alyeska Investment Group, L.P.#20 · 1,554,533 sh	1,554,533	$46.7M	0.12%	+288.6%
21	Slate Path Capital#21 · 1,501,100 sh	1,501,100	$45.1M	0.62%	New
22	DENDUR CAPITAL#22 · 1,414,000 sh	1,414,000	$42.5M	2.23%	+23.2%
23	WCM INVESTMENT MANAGEMENT#23 · 1,111,344 sh	1,111,344	$32.6M	0.06%	-35.9%
24	AMERICAN CENTURY COMPANIES#24 · 1,078,207 sh	1,078,207	$32.4M	0.01%	-4.5%
25	Cerity Partners#25 · 1,062,069 sh	1,062,069	$31.9M	0.04%	0.0%
26	Philosophy Capital Management#26 · 1,018,658 sh	1,018,658	$30.6M	1.45%	+74.8%
27	MY.Alpha Management HK Advisors Ltd#27 · 845,582 sh	845,582	$25.4M	9.78%	-0.9%
28	Electron Capital Partners#28 · 831,889 sh	831,889	$25.0M	1.00%	+6.5%
29	MILLENNIUM MANAGEMENT#29 · 802,545 sh	802,545	$24.1M	<0.01%	-3.0%
30	Broad Peak Investment Advisers Pte Ltd#30 · 763,050 sh	763,050	$22.9M	4.21%	+71.5%
31	Ghisallo Capital Management#31 · 750,000 sh	750,000	$22.5M	0.44%	0.0%
32	HSBC PLC#32 · 716,506 sh	716,506	$21.6M	<0.01%	-41.3%
33	Allianz Asset Management GmbH#33 · 521,767 sh	521,767	$21.0M	0.02%	0.0%
34	Ardmore Road Asset Management#34 · 600,000 sh	600,000	$18.0M	1.06%	+50.0%
35	Oasis Management Ltd.#35 · 578,689 sh	578,689	$17.4M	0.93%	+39.6%
36	SUSQUEHANNA INTERNATIONAL GROUP, LLP#36 · 561,699 sh	561,699	$16.9M	<0.01%	+1361.5%
37	FRANKLIN RESOURCES#37 · 542,778 sh	542,778	$16.3M	<0.01%	0.0%
38	CITIGROUP#38 · 531,485 sh	531,485	$16.0M	<0.01%	-39.2%
39	Qube Research & Technologies Ltd#39 · 523,115 sh	523,115	$15.7M	0.01%	+28.1%
40	Burkehill Global Management#40 · 500,000 sh	500,000	$15.0M	0.54%	-28.6%
41	Rubric Capital Management#41 · 485,873 sh	485,873	$14.6M	0.13%	New
42	abrdn plc#42 · 481,106 sh	481,106	$14.4M	0.02%	+18.7%
43	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#43 · 470,982 sh	470,982	$14.1M	<0.01%	-0.2%
44	FRED ALGER MANAGEMENT#44 · 433,675 sh	433,675	$13.0M	0.04%	+35.0%
45	ShawSpring Partners#45 · 380,078 sh	380,078	$11.4M	4.92%	+71.4%
46	APG Asset Management N.V.#46 · 421,577 sh	421,577	$11.1M	0.03%	0.0%
47	Pinpoint Asset Management (Singapore) Pte. Ltd.#47 · 359,082 sh	359,082	$10.8M	2.19%	+0.8%
48	BNP PARIBAS FINANCIAL MARKETS#48 · 357,403 sh	357,403	$10.7M	<0.01%	+7.8%
49	SONA ASSET MANAGEMENT (US)#49 · 343,300 sh	343,300	$10.3M	0.22%	New
50	Dilation Capital Management#50 · 314,960 sh	314,960	$9.5M	—	New
51	JPMORGAN CHASE#51 · 321,045 sh	321,045	$9.4M	<0.01%	-36.8%
52	Brevan Howard Capital Management#52 · 295,573 sh	295,573	$8.7M	0.06%	New
53	Irenic Capital Management#53 · 283,000 sh	283,000	$8.5M	0.41%	New
54	PINNACLE ASSOCIATES LTD#54 · 272,423 sh	272,423	$8.2M	—	+7.7%
55	Nishkama Capital#55 · 265,928 sh	265,928	$8.0M	0.25%	-46.6%
56	SIH Partners, LLLP#56 · 259,837 sh	259,837	$7.8M	0.05%	-5.7%
57	CITADEL ADVISORS#57 · 257,160 sh	257,160	$7.7M	<0.01%	-54.1%
58	BlueCrest Capital Management Ltd#58 · 250,000 sh	250,000	$7.5M	0.25%	New
59	Arvin Capital Management#59 · 233,952 sh	233,952	$7.0M	0.92%	New
60	BANK OF AMERICA#60 · 216,791 sh	216,791	$6.5M	<0.01%	-90.0%
61	ROYAL BANK OF CANADA#61 · 208,731 sh	208,731	$6.3M	<0.01%	+4.0%
62	LMR Partners LLP#62 · 201,365 sh	201,365	$6.0M	0.02%	+70.1%
63	Pacer Advisors#63 · 194,456 sh	194,456	$5.8M	0.01%	New
64	Himension Fund#64 · 190,553 sh	190,553	$5.7M	0.35%	New
65	NORGES BANK#65 · 187,135 sh	187,135	$5.6M	<0.01%	—
66	Hel Ved Capital Management Ltd#66 · 183,400 sh	183,400	$5.5M	0.41%	+464.3%
67	Maxi Investments CY Ltd#67 · 183,000 sh	183,000	$5.5M	—	+37.6%
68	LAKEWOOD CAPITAL MANAGEMENT#68 · 179,000 sh	179,000	$5.4M	0.28%	New
69	BAROMETER CAPITAL MANAGEMENT#69 · 175,800 sh	175,800	$5.3M	1.47%	+10.9%
70	DEUTSCHE BANK AG\#70 · 173,708 sh	173,708	$5.2M	<0.01%	-12.2%
71	Alden Global Capital#71 · 171,775 sh	171,775	$5.2M	1.89%	New
72	RAYMOND JAMES FINANCIAL#72 · 160,447 sh	160,447	$4.8M	<0.01%	+34.4%
73	Pictet Asset Management Holding SA#73 · 135,903 sh	135,903	$4.1M	<0.01%	+32.5%
74	BNP Paribas Asset Management Holding S.A.#74 · 131,747 sh	131,747	$3.9M	<0.01%	-80.4%
75	DIMENSIONAL FUND ADVISORS#75 · 122,887 sh	122,887	$3.7M	<0.01%	-36.9%
76	Fiera Capital#76 · 118,427 sh	118,427	$3.6M	0.01%	+32.6%
77	Future Fund#77 · 117,443 sh	117,443	$3.5M	1.01%	+30.8%
78	IMC-Chicago#78 · 102,145 sh	102,145	$3.1M	<0.01%	+158.3%
79	One Capital Management#79 · 74,821 sh	74,821	$3.0M	0.08%	0.0%
80	Saba Capital Management, L.P.#80 · 93,820 sh	93,820	$2.8M	0.07%	+34.0%
81	Defiance ETFs#81 · 88,622 sh	88,622	$2.8M	0.04%	+266.9%
82	Toroso Investments#82 · 88,097 sh	88,097	$2.6M	<0.01%	+264.8%
83	GEODE CAPITAL MANAGEMENT#83 · 81,841 sh	81,841	$2.5M	<0.01%	+0.7%
84	Leonteq Securities AG#84 · 79,117 sh	79,117	$2.4M	0.08%	New
85	Trexquant Investment#85 · 72,721 sh	72,721	$2.2M	0.01%	New
86	LIGHT STREET CAPITAL MANAGEMENT#86 · 71,790 sh	71,790	$2.2M	0.24%	+0.2%
87	BALYASNY ASSET MANAGEMENT L.P.#87 · 69,677 sh	69,677	$2.1M	<0.01%	-87.3%
88	Anson Funds Management#88 · 64,500 sh	64,500	$1.9M	0.12%	New
89	Creative Planning#89 · 61,075 sh	61,075	$1.8M	<0.01%	+27.5%
90	Harbor Advisors#90 · 60,000 sh	60,000	$1.8M	0.23%	+26.3%
91	Invesco Ltd.#91 · 59,544 sh	59,544	$1.8M	<0.01%	-7.6%
92	DRIEHAUS CAPITAL MANAGEMENT#92 · 59,063 sh	59,063	$1.8M	0.01%	+14.5%
93	PEAK6#93 · 56,219 sh	56,219	$1.7M	<0.01%	+141.3%
94	Marex Group plc#94 · 54,526 sh	54,526	$1.6M	<0.01%	+880.0%
95	Engineers Gate Manager#95 · 48,564 sh	48,564	$1.5M	0.02%	New
96	Walleye Capital#96 · 46,888 sh	46,888	$1.4M	<0.01%	New
97	ExodusPoint Capital Management#97 · 44,862 sh	44,862	$1.3M	<0.01%	-26.3%
98	LEUCADIA NATIONAL#98 · 43,200 sh	43,200	$1.3M	<0.01%	+440.0%
99	Vident Advisory#99 · 40,083 sh	40,083	$1.2M	<0.01%	+176.8%
100	Headlands Technologies#100 · 36,372 sh	36,372	$1.1M	0.12%	New

Funds that sold out of GDS in Q2 2026 (47)

Held GDS at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held GDS in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
WFM ASIA (BVI) Ltd1,274,169 sh	1,274,169	$51.3M
Avala Global1,230,580 sh	1,230,580	$49.6M
MANUFACTURERS LIFE INSURANCE COMPANY, THE297,543 sh	297,543	$12.0M
FARALLON CAPITAL MANAGEMENT292,000 sh	292,000	$11.8M
Selkirk Management287,000 sh	287,000	$11.6M
Jain Global202,693 sh	202,693	$8.2M
Lighthouse Investment Partners164,031 sh	164,031	$6.6M
WT Asset Management Ltd150,000 sh	150,000	$6.0M
Hidden Lake Asset Management142,149 sh	142,149	$5.7M
Longaeva Partners L.P.135,882 sh	135,882	$5.5M
AI-Squared Management Ltd106,200 sh	106,200	$4.3M
Polymer Capital Management (HK) LTD76,211 sh	76,211	$3.1M
Squarepoint Ops55,828 sh	55,828	$2.2M
Walleye Trading41,091 sh	41,091	$1.7M
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.34,487 sh	34,487	$1.4M
BEACONLIGHT CAPITAL31,989 sh	31,989	$1.3M
DRW Securities20,293 sh	20,293	$817.6K
MOORE CAPITAL MANAGEMENT16,224 sh	16,224	$653.7K
TWO SIGMA INVESTMENTS9,200 sh	9,200	$370.7K
O'SHAUGHNESSY ASSET MANAGEMENT8,142 sh	8,142	$328.0K
PROFUND ADVISORS6,766 sh	6,766	$272.6K
WEALTH ENHANCEMENT ADVISORY SERVICES6,694 sh	6,694	$267.2K
Compound Planning6,520 sh	6,520	$262.7K
Savant Capital6,227 sh	6,227	$250.9K
Elevate Capital Advisors6,211 sh	6,211	$250.2K
Impact Investors6,082 sh	6,082	$245.0K
ENVESTNET ASSET MANAGEMENT5,907 sh	5,907	$238.0K
LPL Financial5,840 sh	5,840	$235.3K
BANK OF MONTREAL5,806 sh	5,806	$233.9K
Ballentine Partners5,314 sh	5,314	$214.1K
Jump Financial5,294 sh	5,294	$213.3K
SmartHarvest Portfolios5,069 sh	5,069	$204.2K
Ninety One UK Ltd3,196 sh	3,196	$128.8K
Hood River Capital Management2,300 sh	2,300	$92.7K
SUMMIT SECURITIES GROUP1,607 sh	1,607	$64.7K
STOREBRAND ASSET MANAGEMENT AS1,369 sh	1,369	$55.2K
VAN ECK ASSOCIATES896 sh	896	$36.0K
NATIONAL BANK OF CANADA639 sh	639	$25.7K
Ronald Blue88 sh	88	$3.5K
MAI Capital Management46 sh	46	$1.9K
SHP Wealth Management39 sh	39	$1.6K
Advisory Services Network34 sh	34	$1.4K
JPL Wealth Management25 sh	25	$1.0K
True Wealth Design23 sh	23	$927.00
Versant Capital Management16 sh	16	$645.00
Root Financial Partners1 sh	1	$40.00
BESSEMER GROUP6 sh	6	$0.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.