Gds Holdings Ltd - Adr (GDS) Held by Superinvestors
GDS HOLDINGS LTD - ADR (GDS) is currently held by 2 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $122.14M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Baupost Group is currently the largest disclosed institutional shareholder of GDS tracked by InsiderSet, reporting ownership valued at approximately $113.21M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $83.86M, representing an estimated loss of -25.92% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed GDS value among the investors covered in this analysis. Major shareholders include Baupost Group, ShawSpring Partners, and several other long-term asset managers with concentrated positions in GDS HOLDINGS LTD - ADR (GDS).
This page ranks the largest institutional GDS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Baupost Group | Seth Klarman | 2.09% | 3,769,818 | $113,208,000 | $83,859,601 | -$29,348,399 | -25.92% |
| ShawSpring Partners | Dennis Hong | 3.34% | 221,782 | $8,935,597 | $4,933,541 | -$4,002,056 | -44.79% |
Frequently asked questions about GDS
Who are the largest superinvestors holding GDS?
The largest superinvestors holding GDS in the latest SEC Form 13F filings include Baupost Group and ShawSpring Partners. InsiderSet ranks these superinvestors by their latest reported GDS position.
What does the GDS superinvestors page include?
This page tracks GDS positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. GDS HOLDINGS LTD - ADR (GDS) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.
How many superinvestors hold GDS?
InsiderSet currently tracks 2 superinvestors reporting GDS holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own GDS.
How much GDS stock do superinvestors hold?
Superinvestors tracked by InsiderSet disclosed approximately $122.14M in GDS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.
When were GDS superinvestor holdings last updated?
The latest GDS superinvestor holdings on InsiderSet are based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time holdings.
Are superinvestor GDS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its GDS position after the reporting date.
Are superinvestors buying or selling GDS?
Buying and selling can be analyzed by comparing GDS positions across consecutive 13F reporting periods. InsiderSet's GDS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GDS ownership changes.
How have superinvestor GDS holdings changed over time?
InsiderSet tracks GDS holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.