Ticker · CUSIP 36165L108

GDS

ADR

GDS HLDGS LTD

Technology·Information Technology Services

···Share

Holders (tracked)

Combined shares

9,238,000

Combined value

$322.41M

Last close

$44.70

Quarter

2025Q4

Price is +28.1% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$44.70+23.23 (+108.20%)H $47.52 · L $21.21 · Avg Vol 2.1M

Tracked holders · last 8 quarters

+2 vs previous quarter over the last 8.

SEC event timeline

19 events

Ron Baron (Baron Capital / BAMCO) trimmed2026-02-17
−473,816 shares · 2025Q4
Position
AQR Capital Management opened position2026-02-17
+8,903 shares · 2025Q4
Position
Two Sigma Investments exited2026-02-17
−6,866 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) added2026-02-17
+139,789 shares · 2025Q4
Position
Ken Griffin (Citadel Advisors) trimmed2026-02-17
−458,710 shares · 2025Q4
Position
Steve Cohen (Point72) added2026-02-17
+1,045,229 shares · 2025Q4
Position
Wellington Management exited2026-02-17
−8,399 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) opened position2026-02-17
+7,799 shares · 2025Q4
Position
Glen Kacher (Light Street Capital) trimmed2026-02-17
−179,285 shares · 2025Q4
Position
D.E. Shaw & Co. exited2026-02-17
−5,984 shares · 2025Q4
Position
Seth Klarman (Baupost Group) trimmed2026-02-13
−205,134 shares · 2025Q4
Position
Ron Baron (Baron Capital / BAMCO) added2025-11-14
+1,104,756 shares · 2025Q3
Position
Izzy Englander (Millennium Mgmt) trimmed2025-11-14
−126,293 shares · 2025Q3
Position
Steve Cohen (Point72) opened position2025-11-14
+158,650 shares · 2025Q3
Position
Two Sigma Investments opened position2025-11-14
+6,866 shares · 2025Q3
Position
D.E. Shaw & Co. trimmed2025-11-14
−12,391 shares · 2025Q3
Position
Wellington Management opened position2025-11-14
+8,399 shares · 2025Q3
Position
Glen Kacher (Light Street Capital) trimmed2025-11-14
−470,025 shares · 2025Q3
Position
Norges Bank (Norway SWF) exited2025-11-13
−600,000 shares · 2025Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for GDS →

Follow-the-investor returns

If you'd copied each holder of GDS…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
Seth Klarman (Baupost Group)	2024Q1	$7.67	+482.4%	$136.1M
Glen Kacher (Light Street Capital)	2016Q4	$20.51	+118.0%	$2.9M
Ron Baron (Baron Capital / BAMCO)	2018Q1	$22.66	+97.2%	$169.2M
Paul Tudor Jones (Tudor Investment)	2016Q4	$28.27	+58.1%	$349K
Paul Tudor Jones (Tudor Investment)	2016Q4	$28.27	+58.1%	$349K
Paul Tudor Jones (Tudor Investment)	2016Q4	$28.27	+58.1%	$349K
Steve Cohen (Point72)	2018Q1	$34.64	+29.0%	$53.8M
Steve Cohen (Point72)	2018Q1	$34.64	+29.0%	$53.8M
Steve Cohen (Point72)	2018Q1	$34.64	+29.0%	$53.8M
Izzy Englander (Millennium Mgmt)	2016Q4	$35.04	+27.6%	$27.9M
Ken Griffin (Citadel Advisors)	2019Q1	$35.52	+25.8%	$11.1M
Ken Griffin (Citadel Advisors)	2019Q1	$35.52	+25.8%	$11.1M
Ken Griffin (Citadel Advisors)	2019Q1	$35.52	+25.8%	$11.1M
AQR Capital Management	2018Q1	$58.69	-23.8%	$398K

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions2

AQR Capital Management
+8,903
$311K
Paul Tudor Jones (Tudor Investment)
+7,799
$272K

Added to2

Steve Cohen (Point72)
+1,045,229
$36.5M
Izzy Englander (Millennium Mgmt)
+139,789
$4.9M

Trimmed4

Ron Baron (Baron Capital / BAMCO)
−473,816
$16.5M
Ken Griffin (Citadel Advisors)
−458,710
$16.0M
Glen Kacher (Light Street Capital)
−179,285
$6.3M
Seth Klarman (Baupost Group)
−205,134
$7K

Exited3

Wellington Management
−8,399
$325K
Two Sigma Investments
−6,866
$266K
D.E. Shaw & Co.
−5,984
$232K

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	12	11,491,708	$451.1M	—
2022Q2	11	9,451,803	$315.6M	-1
2022Q3	9	4,135,562	$73.0M	-2
2022Q4	14	3,337,114	$68.8M	+5
2023Q1	13	2,747,815	$51.3M	-1
2023Q2	12	2,000,910	$22.0M	-1
2023Q3	8	1,417,130	$15.5M	-4
2023Q4	8	1,670,516	$15.2M	—
2024Q1	10	5,866,244	$39.0M	+2
2024Q2	11	9,523,077	$88.5M	+1
2024Q3	12	13,400,494	$273.4M	+1
2024Q4	12	15,334,196	$364.3M	—
2025Q1	9	10,489,439	$265.7M	-3
2025Q2	10	8,768,357	$268.0M	+1
2025Q3	12	9,800,774	$379.3M	+2
2025Q4	14	9,238,000	$322.4M	+2

Who owns GDS

14 super-investors · 2025Q4

Tracked stake

9.24M

Combined value

$322M

% of shares outstanding

—

shares-out unknown

Quarter action mix

New4Added4Trim6

#	Manager	Shares	Value	% of book	Last action
1	Ron Baron Baron Capital / BAMCO	3.78M	$132M	0.4%	Trim−473.8K
2	Seth Klarman Baupost Group	3.04M	$106M	2.0%	Trim−205.1K
3	Steve Cohen Point72	1.20M	$42M	0.0%	Added+1.05M
4	Izzy Englander Millennium Mgmt	625.0K	$22M	0.0%	Added+139.8K
5	Ken Griffin Citadel Advisors	248.6K	$9M	0.0%	Trim−458.7K
6	Ken Griffin Citadel Advisors	75.4K	$3M	0.0%	Trim−458.7K
7	Glen Kacher Light Street Capital	65.3K	$2M	0.4%	Trim−179.3K
8	Ken Griffin Citadel Advisors	60.7K	$2M	0.0%	Trim−458.7K
9	Steve Cohen Point72	57.9K	$2M	0.0%	Added+1.05M
10	Steve Cohen Point72	26.1K	$911K	0.0%	Added+1.05M
11	Paul Tudor Jones Tudor Investment	20.3K	$708K	0.0%	New+7.8K
12	AQR Capital Management	8.9K	$311K	0.0%	New+8.9K
13	Paul Tudor Jones Tudor Investment	8.5K	$297K	0.0%	New+7.8K
14	Paul Tudor Jones Tudor Investment	7.8K	$272K	0.0%	New+7.8K

Recent moves

20 transactions

TRIMRon Baron (Baron Capital / BAMCO)
−473,816 · 2025Q4
NEWAQR Capital Management
+8,903 · 2025Q4
SOLDTwo Sigma Investments
−6,866 · 2025Q4
SOLDWellington Management
−8,399 · 2025Q4
ADDSteve Cohen (Point72)
+1,045,229 · 2025Q4
TRIMKen Griffin (Citadel Advisors)
−458,710 · 2025Q4
TRIMGlen Kacher (Light Street Capital)
−179,285 · 2025Q4
NEWPaul Tudor Jones (Tudor Investment)
+7,799 · 2025Q4
SOLDD.E. Shaw & Co.
−5,984 · 2025Q4
ADDIzzy Englander (Millennium Mgmt)
+139,789 · 2025Q4
TRIMSeth Klarman (Baupost Group)
−205,134 · 2025Q4
NEWSteve Cohen (Point72)
+158,650 · 2025Q3
ADDRon Baron (Baron Capital / BAMCO)
+1,104,756 · 2025Q3
NEWWellington Management
+8,399 · 2025Q3
TRIMD.E. Shaw & Co.
−12,391 · 2025Q3
TRIMIzzy Englander (Millennium Mgmt)
−126,293 · 2025Q3
TRIMGlen Kacher (Light Street Capital)
−470,025 · 2025Q3
NEWTwo Sigma Investments
+6,866 · 2025Q3
SOLDNorges Bank (Norway SWF)
−600,000 · 2025Q3
SOLDSteve Cohen (Point72)
−494,976 · 2025Q2

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