InvestorLens

GDS — GDS HLDGS LTD

Public company

Sign in to save5 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying GDS?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Net accumulation · 2 buying vs 0 selling last quarter
71
Macro Tailwind
Macro conditions are mixed for this sector
52
Why? — Evidence & Confidence ▾

Of 2 tracked investors who changed their GDS position last quarter, 2 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 52/100 in a Squeeze regime).

Supporting evidence
  • +2 tracked investors added or increased positions last quarter (Paul Tudor Jones, Steve Cohen)
  • +5 tracked investors reported holding GDS at their latest filing
Contradicting evidence — always shown
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/4/2026.

About GDS HLDGS LTD (GDS)

GDS HLDGS LTD (GDS) appears in the most recent 13F filings of 5 tracked institutional investors. The largest disclosed position is held by Seth Klarman (Baupost Group), valued at $126M. Across recent filings, tracked investors recorded 5 new positions, 0 increased, 1 reduced, and 0 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in GDS

83
/100
Strong Institutional Accumulation
Added / Increased5
Reduced1
Exited0
BearishBullish
Crowded Trade Score™

How many top investors track GDS

33
/100
Emerging Interest
5investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

GDS Ownership Composition

How GDS HLDGS LTD is held across tracked investor types, based on reported 13F positions.

Dominant Type
Other
75% of tracked value
Institutions
5
tracked investors
Total Reported
$264.2M
combined 13F value
Sectors2
  • Other74.6%
  • Hedge Funds25.4%
Other(4)
74.6%
Hedge Funds(1)
25.4%

Tracked investors reporting GDS

  • Seth KlarmanMar 31, 2026
    Baupost Group
    Shares
    3M
    Value
    $122.7M
    % Portfolio
    2.40%
  • Steve CohenMar 31, 2026
    Point72 Asset Management
    Shares
    1.7M
    Value
    $67M
    % Portfolio
    0.09%
  • Ken GriffinMar 31, 2026
    Citadel Advisors
    Shares
    1M
    Value
    $40.9M
    % Portfolio
    0.01%
  • Izzy EnglanderMar 31, 2026
    Millennium Management
    Shares
    827K
    Value
    $33.3M
    % Portfolio
    0.01%
  • Paul Tudor JonesMar 31, 2026
    Tudor Investment Corp
    Shares
    7.6K
    Value
    $306.2K
    % Portfolio
    0.00%

Recent activity

Frequently asked questions

How many institutional investors hold GDS?
5 tracked institutional investors disclosed a position in GDS (GDS HLDGS LTD) in their most recent 13F filing.
Who is the largest institutional holder of GDS?
Seth Klarman, Baupost Group, holds the largest disclosed position in GDS, valued at $126M.
Did institutional ownership of GDS increase or decrease?
Across recent 13F filings, tracked investors recorded 5 new positions, 0 increased, 1 reduced, and 0 fully exited GDS.
Where does this GDS ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.
GDS (GDS HLDGS LTD) — Institutional Holders & 13F History — InvestorLens