Follow-The-Filings

Security · featured owners

GDS

Gds Hldgs Ltd SPONSORED ADS Equity as of 2026 Q2 among managers we track

  • 5 Owners
  • Max 5.4%
  • $515M
  • 3 add 1 reduce 1 exit

Who owns this now

Largest portfolio weights among featured holders · max 5.4% (Sachem Head Capital Manag...) · not free-float ownership

  1. Sachem Head Capital Management 5.4%
  2. Dennis Hong add 4.9%
  3. Seth Klarman add 2.1%
  4. Glen Kacher add 0.2%
  5. Ron Baron reduce 0.2%

holders

sorted by % of portfolio · long equity only · exits show last held size · open a manager for their book

history
Sachem Head Capital Management 2026 Q2 5.4% Hold 8,685,000 $261M hist
Dennis Hong - Shawspring Partners 2026 Q2 4.9% Add +71.4% 380,078 $11M hist
Seth Klarman - Baupost Group 2026 Q2 2.1% Add +23.8% 3,769,818 $113M hist
Glen Kacher - Light Street Capital Management 2026 Q2 0.2% Add +0.2% 71,790 $2M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q2 0.2% Reduce −7.7% 4,245,033 $127M hist
Farallon Capital Management exited 2026 Q2 last 2026 Q1 0.07% Exit −0.07 pp 292,000 $12M hist

ownership over time

filing count by report period · click a bar for that quarter’s holders