Who owns GDS Holdings (GDS)
Which tracked institutional funds hold GDS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GDS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
50 tracked funds added or opened GDS while 79 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
GDS’s largest tracked holder by dollar value, Singapore Technologies Telemedia Pte Ltd, sizes it at 100.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 99.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in GDS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 192 tracked filers holding GDS, 115 increased or opened the position and 115 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in GDS between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 23
- TOMS Capital Investment Management LP$82M
- Clearline Capital LP$50M
- Slate Path Capital LP$45M
- Rubric Capital Management LP$15M
- SONA ASSET MANAGEMENT (US) LLC$10M
- Dilation Capital Management LP$9M
Full exits 21
- WFM ASIA (BVI) Ltd$51M
- Avala Global LP$50M
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$12M
- FARALLON CAPITAL MANAGEMENT LLC$12M
- Selkirk Management LLC$12M
- Jain Global LLC$8M
Largest adds
- BARCLAYS PLC$79M
- Alyeska Investment Group, L.P.$31M
- UBS Group AG$26M
- MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$17M
- BlackRock, Inc.$17M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$15M
Largest trims
- Singapore Technologies Telemedia Pte Ltd$101M
- Sachem Head Capital Management LP$89M
- BANK OF AMERICA CORP /DE/$81M
- CANADA PENSION PLAN INVESTMENT BOARD$72M
- MARSHALL WACE, LLP$69M
- BAMCO INC /NY/$58M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Singapore Technologies Telemedia Pte Ltd | 9,835,680 | $295M | 9.5% | 2026-Q2 |
| Sachem Head Capital Management LP | 8,685,000 | $261M | 8.4% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD | 7,004,083 | $210M | 6.7% | 2026-Q2 |
| BARCLAYS PLC added | 6,654,192 | $200M | 6.4% | 2026-Q2 |
| Tekne Capital Management, LLC added | 5,976,818 | $179M | 5.8% | 2026-Q2 |
| BAMCO INC /NY/ trimmed | 4,245,033 | $127M | 4.1% | 2026-Q2 |
| BAUPOST GROUP LLC/MA added | 3,769,818 | $113M | 3.6% | 2026-Q2 |
| UBS Group AG added | 3,590,986 | $108M | 3.5% | 2026-Q2 |
| Carrhae Capital LLP added | 3,300,419 | $99M | 3.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 3,162,100 | $95M | 3.0% | 2026-Q2 |
| TOMS Capital Investment Management LP new | 2,722,000 | $82M | 2.6% | 2026-Q2 |
| 12 West Capital Management LP trimmed | 2,563,192 | $77M | 2.5% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 2,488,523 | $75M | 2.4% | 2026-Q2 |
| BlackRock, Inc. added | 2,219,981 | $67M | 2.1% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 2,169,763 | $65M | 2.1% | 2026-Q2 |
| MORGAN STANLEY added | 1,722,275 | $52M | 1.7% | 2026-Q2 |
| Triata Capital Ltd added | 1,705,220 | $51M | 1.6% | 2026-Q2 |
| Clearline Capital LP new | 1,665,600 | $50M | 1.6% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 1,624,322 | $49M | 1.6% | 2026-Q2 |
| Alyeska Investment Group, L.P. added | 1,554,533 | $47M | 1.5% | 2026-Q2 |
| Slate Path Capital LP new | 1,501,100 | $45M | 1.4% | 2026-Q2 |
| DENDUR CAPITAL LP added | 1,414,000 | $42M | 1.4% | 2026-Q2 |
| WCM INVESTMENT MANAGEMENT, LLC trimmed | 1,111,344 | $33M | 1.0% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 1,078,207 | $32M | 1.0% | 2026-Q2 |
| Cerity Partners LLC trimmed | 1,062,069 | $32M | 1.0% | 2026-Q2 |
| Philosophy Capital Management LLC added | 1,018,658 | $31M | 1.0% | 2026-Q2 |
| MY.Alpha Management HK Advisors Ltd trimmed | 845,582 | $25M | 0.8% | 2026-Q2 |
| Electron Capital Partners, LLC added | 831,889 | $25M | 0.8% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 802,545 | $24M | 0.8% | 2026-Q2 |
| Broad Peak Investment Advisers Pte Ltd added | 763,050 | $23M | 0.7% | 2026-Q2 |
| Ghisallo Capital Management LLC | 750,000 | $23M | 0.7% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 716,506 | $22M | 0.7% | 2026-Q2 |
| Ardmore Road Asset Management LP added | 600,000 | $18M | 0.6% | 2026-Q2 |
| Oasis Management Co Ltd. added | 578,689 | $17M | 0.6% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 561,699 | $17M | 0.5% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 542,778 | $16M | 0.5% | 2026-Q2 |
| CITIGROUP INC trimmed | 531,485 | $16M | 0.5% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 523,115 | $16M | 0.5% | 2026-Q2 |
| Allianz Asset Management GmbH | 521,767 | $21M | 0.7% | 2026-Q2 |
| Burkehill Global Management, LP trimmed | 500,000 | $15M | 0.5% | 2026-Q2 |
| Rubric Capital Management LP new | 485,873 | $15M | 0.5% | 2026-Q2 |
| Aberdeen Group plc added | 481,106 | $14M | 0.5% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 470,982 | $14M | 0.5% | 2026-Q2 |
| FRED ALGER MANAGEMENT, LLC added | 433,675 | $13M | 0.4% | 2026-Q2 |
| APG Asset Management N.V. | 421,577 | $11M | 0.4% | 2026-Q2 |
| ShawSpring Partners LLC added | 380,078 | $11M | 0.4% | 2026-Q2 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. added | 359,082 | $11M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 357,403 | $11M | 0.3% | 2026-Q2 |
| SONA ASSET MANAGEMENT (US) LLC new | 343,300 | $10M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 321,045 | $9M | 0.3% | 2026-Q2 |
| Dilation Capital Management LP new | 314,960 | $9M | 0.3% | 2026-Q2 |
| Brevan Howard Capital Management LP new | 295,573 | $9M | 0.3% | 2026-Q2 |
| Irenic Capital Management LP new | 283,000 | $8M | 0.3% | 2026-Q2 |
| PINNACLE ASSOCIATES LTD added | 272,423 | $8M | 0.3% | 2026-Q2 |
| Nishkama Capital, LLC trimmed | 265,928 | $8M | 0.3% | 2026-Q2 |
| SIH Partners, LLLP trimmed | 259,837 | $8M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 257,160 | $8M | 0.2% | 2026-Q2 |
| BlueCrest Capital Management Ltd added | 250,000 | $8M | 0.2% | 2026-Q2 |
| Arvin Capital Management LP new | 233,952 | $7M | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 216,791 | $7M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 208,731 | $6M | 0.2% | 2026-Q2 |
| LMR Partners LLP added | 201,365 | $6M | 0.2% | 2026-Q2 |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. new | 190,553 | $6M | 0.2% | 2026-Q2 |
| NORGES BANK trimmed | 187,135 | $6M | 0.2% | 2026-Q2 |
| Hel Ved Capital Management Ltd added | 183,400 | $6M | 0.2% | 2026-Q2 |
| LAKEWOOD CAPITAL MANAGEMENT, LP new | 179,000 | $5M | 0.2% | 2026-Q2 |
| BAROMETER CAPITAL MANAGEMENT INC. added | 175,800 | $5M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 173,708 | $5M | 0.2% | 2026-Q2 |
| Alden Global Capital LLC new | 171,775 | $5M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 160,447 | $5M | 0.2% | 2026-Q2 |
| Pictet Asset Management Holding SA added | 135,903 | $4M | 0.1% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 131,747 | $4M | 0.1% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 122,887 | $4M | 0.1% | 2026-Q2 |
| Fiera Capital Corp added | 118,427 | $4M | 0.1% | 2026-Q2 |
| Future Fund LLC added | 117,443 | $4M | 0.1% | 2026-Q2 |
| IMC-Chicago, LLC added | 102,145 | $3M | 0.1% | 2026-Q2 |
| Context Capital Management, LLC new | 98,300 | $3M | 0.1% | 2026-Q2 |
| Saba Capital Management, L.P. added | 93,820 | $3M | 0.1% | 2026-Q2 |
| Defiance ETFs, LLC added | 88,622 | $3M | 0.1% | 2026-Q2 |
| Tidal Investments LLC added | 88,097 | $3M | 0.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 81,841 | $2M | 0.1% | 2026-Q2 |
| Leonteq Securities AG added | 79,117 | $2M | 0.1% | 2026-Q2 |
| One Capital Management, LLC | 74,821 | $3M | 0.1% | 2026-Q2 |
| Trexquant Investment LP trimmed | 72,721 | $2M | 0.1% | 2026-Q2 |
| LIGHT STREET CAPITAL MANAGEMENT, LLC added | 71,790 | $2M | 0.1% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 69,677 | $2M | 0.1% | 2026-Q2 |
| Anson Funds Management LP trimmed | 64,500 | $2M | 0.1% | 2026-Q2 |
| Creative Planning added | 61,075 | $2M | 0.1% | 2026-Q2 |
| Harbor Advisors LLC added | 60,000 | $2M | 0.1% | 2026-Q2 |
| Invesco Ltd. trimmed | 59,544 | $2M | 0.1% | 2026-Q2 |
| Driehaus Capital Management LLC added | 59,063 | $2M | 0.1% | 2026-Q2 |
| PEAK6 LLC added | 56,219 | $2M | 0.1% | 2026-Q2 |
| Marex Group Ltd added | 54,526 | $2M | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP added | 48,564 | $1M | 0.0% | 2026-Q2 |
| Walleye Capital LLC trimmed | 46,888 | $1M | 0.0% | 2026-Q2 |
| ExodusPoint Capital Management, LP trimmed | 44,862 | $1M | 0.0% | 2026-Q2 |
| Jefferies Financial Group Inc. added | 43,200 | $1M | 0.0% | 2026-Q2 |
| Vident Advisory, LLC added | 40,083 | $1M | 0.0% | 2026-Q2 |
| Headlands Technologies LLC added | 36,372 | $1M | 0.0% | 2026-Q2 |
| State of Wyoming added | 32,166 | $966K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.