1 tracked superinvestor hold GDS HLDGS LTD (GDS), worth $113M combined, led by Seth Klarman. Smart money is accumulating GDS as of the latest 13F filings.
Current price
$31.37
-4.2%
1Y
GDS Holdings Limited, operating with its subsidiaries, specializes in the development and management of data center facilities across the People's Republic of China. The company offers a wide range of services, including colocation—providing crucial physical space, reliable power, server racks, and cooling infrastructure. It also delivers comprehensive managed hosting solutions such as business…
Market cap
$8.3B
P/E
66.27
Div yield
0.0%
Revenue YoY
10.8%
Analyst target
$56
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
$113M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
+1
1 buying · 0 selling
Smart money is net accumulating GDS: 1 funds added or opened versus 0 trimming.
GDS HLDGS LTD (GDS) is held by 1 tracked funds worth $113M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Seth Klarman at 2.1% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 1 added and 0 trimmed, a net add.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 2.1% | $113M |
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 2.1% 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, 1 tracked fund 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 $113M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 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.