GDS Holdings (GDS) Superinvestor holders
16 of the superinvestors we track hold GDS Holdings (GDS) in their latest 13F filings, $702M in total.
Summary
The largest holder is Scott Ferguson (Sachem Head Capital Management), with $261M, 5.4% of the portfolio.
In their latest quarter: 4 opened a new position, 6 added, 5 trimmed.
Who holds it
Each investor's latest 13F filing, largest stake first. What a 13F shows.
| Investor | Last change | Shares | Value | % of portfolio | Filed for |
|---|---|---|---|---|---|
| Scott Ferguson Sachem Head Capital Management |
Held | 8,685,000 | $261M | 5.4% | Q2 2026 |
| Ron Baron Baron Capital (BAMCO) |
Trimmed | 4,245,033 | $127M | 0.2% | Q2 2026 |
| Seth Klarman Baupost Group |
Added | 3,769,818 | $113M | 2.1% | Q2 2026 |
| Steve Cohen Point72 Asset Management |
Added | 2,169,763 | $65M | 0.1% | Q2 2026 |
| David Shaw D. E. Shaw & Co. |
Trimmed | 1,624,322 | $49M | 0.0% | Q2 2026 |
| WCM Investment Management | Trimmed | 1,111,344 | $33M | 0.1% | Q2 2026 |
| Alger Fred Alger Management |
Added | 433,675 | $13M | 0.0% | Q2 2026 |
| Dennis Hong ShawSpring Partners |
Added | 380,078 | $11M | 4.9% | Q2 2026 |
| Alan Howard Brevan Howard |
New position | 295,573 | $9M | 0.1% | Q2 2026 |
| Adam Katz Irenic Capital Management |
New position | 283,000 | $8M | 0.6% | Q2 2026 |
| Anthony Bozza Lakewood Capital Management |
New position | 179,000 | $5M | 0.3% | Q2 2026 |
| Boaz Weinstein Saba Capital Management |
Added | 93,820 | $3M | 0.1% | Q2 2026 |
| Glen Kacher Light Street Capital Management |
Added | 71,790 | $2M | 0.3% | Q2 2026 |
| Richard Mashaal Senvest Management |
New position | 30,000 | $900,900 | 0.0% | Q2 2026 |
| Paul Marshall Marshall Wace |
Trimmed | 20,435 | $613,663 | 0.0% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Trimmed | 7,421 | $222,853 | 0.0% | Q2 2026 |
Holders by quarter
| Quarter | Superinvestors holding it |
|---|---|
| Q2 2026 | 16 |
| Q1 2026 | 15 |
| Q4 2025 | 13 |
| Q3 2025 | 13 |
| Q2 2025 | 10 |
| Q1 2025 | 11 |
| Q4 2024 | 12 |
| Q3 2024 | 14 |
Questions about GDS Holdings
Which superinvestors own GDS Holdings?
16 of the superinvestors we track hold GDS Holdings (GDS) in their latest 13F filings, $702M in total. Scott Ferguson, Ron Baron, Seth Klarman, Steve Cohen, David Shaw, WCM Investment Management.
Who is the largest superinvestor holder of GDS?
The largest holder is Scott Ferguson (Sachem Head Capital Management), with $261M, 5.4% of the portfolio.
From GDS Holdings's annual reports filed with the SEC (XBRL data), standardised by Investingly. Information only, not investment advice.