Who owns GDS Holdings (GDS)?
84 holders named in SEC filings declare between 52.4% and 62.7% of GDS Holdings' shares outstanding, as of Aug 3, 2026. The largest are GIC Private Limited (7.5%), Singapore Technologies Telemedia Pte Ltd (4.9%) and Sachem Head Capital Management LP (4.3%); the five largest hold 23.6% together. Another 118 institutions hold small positions worth 1.2%. At least 36.1% of the shares appear in no ownership filing: investors who do not have to report, mostly individuals. From Mar 31, 2026 to Jun 30, 2026, institutions that filed both quarters bought 13.0% and sold 6.4% of the shares, a net purchase of 6.6%; 33 opened a position, 74 added, 61 reduced and 47 sold out. Biggest buyers: Barclays (+3.7M shares) and TOMS Capital Investment Management LP (+2.7M shares). Biggest sellers: Bank of America (-2.0M) and Marshall Wace (-1.7M). Schedule 13D/G filings since Mar 31, 2026: GIC Private Limited cut its stake to 7.5% on Jun 30, 2026. Directors and officers, from their latest Form 4: William Wei Huang (3.0%) and Daniel Antony Newman (0.62%). Over time, 193 managers declared GDS Holdings in their 13F for Q2 2026, against 198 for Q4 2019: together at most 52.3% of the shares outstanding, against 68.1%.
| Holder | Filing | Share of capital | As of | Holding since (13F) |
|---|---|---|---|---|
| GIC Private Limited | 13G | 7.5% | Jun 30, 2026 | — |
| Singapore Technologies Telemedia Pte Ltd | 13F | 4.9% | Jun 30, 2026 | Q4 2019 or earlier |
| Sachem Head Capital Management LP | 13F | 4.3% | Jun 30, 2026 | Q1 2025 |
| CANADA PENSION PLAN INVESTMENT BOARD | 13F | 3.5% | Jun 30, 2026 | Q4 2019 or earlier |
| Barclays | 13F | 3.3% | Jun 30, 2026 | Q1 2022 |
| William Wei Huang | Form 4 | 3.0% | Aug 3, 2026 | — |
| Tekne Capital Management, LLC | 13F | 3.0% | Jun 30, 2026 | Q4 2021 |
| BAMCO INC /NY/ | 13F | 2.1% | Jun 30, 2026 | Q1 2024 |
| UBS | 13F | 2.0% | Jun 30, 2026 | Q4 2019 or earlier |
| BAUPOST GROUP LLC/MA | 13F | 1.9% | Jun 30, 2026 | Q1 2024 |
| Carrhae Capital LLP | 13F | 1.6% | Jun 30, 2026 | Q2 2025 |
| Goldman Sachs | 13F | 1.6% | Jun 30, 2026 | Q4 2019 or earlier |
| TOMS Capital Investment Management LP | 13F | 1.4% | Jun 30, 2026 | Q2 2026 |
| 12 West Capital Management LP | 13F | 1.3% | Jun 30, 2026 | Q4 2019 or earlier |
| Mirae Asset | 13F | 1.2% | Jun 30, 2026 | Q4 2019 or earlier |
| BlackRock | 13F | 1.1% | Jun 30, 2026 | Q4 2019 or earlier |
| Point72 | 13F | 1.1% | Jun 30, 2026 | Q3 2025 |
| Morgan Stanley | 13F | 0.86% | Jun 30, 2026 | Q4 2019 or earlier |
| Triata Capital Ltd | 13F | 0.85% | Jun 30, 2026 | Q4 2024 |
| Clearline Capital LP | 13F | 0.83% | Jun 30, 2026 | Q2 2026 |
| D. E. Shaw | 13F | 0.81% | Jun 30, 2026 | Q1 2026 |
| Alyeska Investment Group, L.P. | 13F | 0.78% | Jun 30, 2026 | Q4 2024 |
| Slate Path Capital LP | 13F | 0.75% | Jun 30, 2026 | Q2 2026 |
| DENDUR CAPITAL LP | 13F | 0.71% | Jun 30, 2026 | Q1 2026 |
| Daniel Antony Newman | Form 4 | 0.62% | Aug 3, 2026 | — |
GDS Holdings institutional ownership over time
| Quarter | 13F managers | Share of the company (upper bound) | Value declared | Held by stock pickers |
|---|---|---|---|---|
| Q4 2019 | 198 | 68.1% | $4.8B | 84.9% |
| Q4 2020 | 262 | 67.0% | $9.8B | 81.7% |
| Q4 2021 | 219 | 55.9% | $4.8B | 80.4% |
| Q4 2022 | 141 | 39.6% | $1.5B | 90.8% |
| Q4 2023 | 106 | 36.3% | $606.8M | 91.4% |
| Q4 2024 | 133 | 45.2% | $2.0B | 91.1% |
| Q4 2025 | 174 | 38.6% | $2.7B | 89.5% |
| Q2 2026 | 193 | 52.3% | $3.1B | 86.8% |
From SEC Form 13F, every quarter since the end of 2019, read like the current quarter: entities of a house summed, a value contradicting its share count set aside. The share of the company is an upper bound — two managers can declare the same shares — over the shares outstanding at that date.