1 tracked superinvestor hold GDS HLDGS LTD (GDS), worth $123M combined, led by Seth Klarman. Smart money is holding GDS as of the latest 13F filings.
Current price
$32.80
GDS Holdings Limited, together with its subsidiaries, develops and operates data centers in the People's Republic of China. The company provides colocation services comprising critical facilities space, customer-available power, racks, and cooling; managed hosting services, including business continuity and disaster recovery, network management, data storage, system security, operating system,…
Market cap
$8.3B
P/E
66.27
Div yield
—
Revenue YoY
—
Analyst target
—
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
1
tracked 13F / N-PORT funds
Combined value
$123M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
0
0 buying · 0 selling
Smart money is holding GDS steady this quarter — buys and sells are balanced.
GDS HLDGS LTD (GDS) is held by 1 tracked funds worth $123M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Seth Klarman at 2.4% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
Tracked holders were largely static this quarter — no new opens, adds or trims of size — suggesting the position is being held rather than actively traded.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Held | 2.4% | $123M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own GDS?
1 tracked funds hold GDS HLDGS LTD (GDS), the largest being Seth Klarman (Baupost Group) at 2.4% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling GDS?
In the most recent 13F quarter, 0 tracked funds added or opened GDS and 0 trimmed it.
How much GDS do tracked funds hold?
Combined disclosed long exposure to GDS across tracked superinvestors is $123M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.