181 tracked 13F filers disclose a position in GDS as of the latest SEC 13F filings, a combined $3.0B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | SINGAPORE TECHNOLOGIES TELEMEDIA PTE LTD | $295.4M | 9.8M | —Held | Q2 2026 | |
| 2 | Sachem Head Capital Management LP | $349.9M | 8.7M | ▼−6.6% Reduced · −615K sh | Q1 2026 | |
| 3 | CANADA PENSION PLAN INVESTMENT BOARD | $282.2M | 7.0M | —Held | Q1 2026 | |
| 4 | BAUPOST GROUP LLC/MA | $113.2M | 3.8M | ▲+24% Added · +725K sh | Q2 2026 | |
| 5 | Carrhae Capital LLP | $99.1M | 3.3M | ▲+51% Added · +1.1M sh | Q2 2026 | |
| 6 | BARCLAYS PLC | $120.5M | 3.0M | ▲+74% Added · +1.3M sh | Q1 2026 | |
| 7 | 12 West Capital Management LP | $77.0M | 2.6M | ▼−0.5% Reduced · −13K sh | Q2 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $87.7M | 2.2M | ▲+26% Added · +442K sh | Q1 2026 | |
| 9 | GOLDMAN SACHS GROUP INC | $82.5M | 2.0M | ▲+408% Added · +1.6M sh | Q1 2026 | |
| 10 | UBS Group AG | $81.6M | 2.0M | ▲+30% Added · +472K sh | Q1 2026 | |
| 11 | D. E. Shaw & Co., Inc. | $79.2M | 2.0M | ▲New +2.0M sh | Q1 2026 | |
| 12 | MARSHALL WACE, LLP | $69.3M | 1.7M | ▲+14% Added · +214K sh | Q1 2026 | |
| 13 | Triata Capital Ltd | $51.2M | 1.7M | ▲+57% Added · +617K sh | Q2 2026 | |
| 14 | MORGAN STANLEY | $64.2M | 1.6M | ▲+39% Added · +445K sh | Q1 2026 | |
| 15 | Point72 Asset Management, L.P. | $62.6M | 1.6M | ▲+29% Added · +349K sh | Q1 2026 | |
| 16 | Slate Path Capital LP | $45.1M | 1.5M | ▲New +1.5M sh | Q2 2026 | |
| 17 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $57.8M | 1.4M | ▲+63% Added · +557K sh | Q1 2026 | |
| 18 | BlackRock, Inc. | $49.8M | 1.2M | ▲+83% Added · +561K sh | Q1 2026 | |
| 19 | Avala Global LP | $49.6M | 1.2M | ▲New +1.2M sh | Q1 2026 | |
| 20 | HSBC HOLDINGS PLC | $48.7M | 1.2M | ▲+294% Added · +911K sh | Q1 2026 | |
| 21 | DENDUR CAPITAL LP | $46.3M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 22 | AMERICAN CENTURY COMPANIES INC | $45.5M | 1.1M | ▼−3.8% Reduced · −44K sh | Q1 2026 | |
| 23 | Cerity Partners LLC | $42.8M | 1.1M | ▲+35% Added · +275K sh | Q1 2026 | |
| 24 | Philosophy Capital Management LLC | $30.6M | 1.0M | ▲+75% Added · +436K sh | Q2 2026 | |
| 25 | CITIGROUP INC | $35.2M | 874K | ▲+243% Added · +620K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 18 funds opened a new position in GDS and 30 added to an existing one, while 11 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 92 funds | $72.1B |
| NVIDIA CORPNVDA | 91 funds | $133.0B |
| MICROSOFT CORPMSFT | 90 funds | $91.0B |
| ALPHABET INC-CL AGOOGL | 90 funds | $63.3B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 90 funds | $17.1B |
| META PLATFORMS INC-CLASS AMETA | 89 funds | $37.0B |
| BROADCOM INCAVGO | 87 funds | $51.0B |
| APPLE INCAAPL | 84 funds | $97.4B |
| VISA INC-CLASS A SHARESV | 84 funds | $18.7B |
| ALPHABET INC-CL CGOOG | 83 funds | $36.1B |
| MICRON TECHNOLOGY INCMU | 83 funds | $19.1B |
| JPMORGAN CHASE & COJPM | 82 funds | $23.2B |
Ranked by how many of GDS's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 10, 2026 | Qian Yixin | Executive VP, operation | Sell (S) | 10K | $353K |
| Jun 2, 2026 | Ye Judy Qing | Director | Sell (S) | 37K | $1.4M |
| Class | 13F holders | Value held |
|---|---|---|
| GDSthis pageSponsored ADS | 181 funds | $3.0B |
| 36165LAD0NOTE 2.250% 6/0 | 2 funds | $49.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for GDS
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/GDS/capital-change-brief"
Use Arkolith's capital_change_brief for GDS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for GDS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.