Guru Ownership Trend
Guru Analysis for GDS Holdings Limited (GDS)
GDS Holdings Limited (GDS), a key player in the Technology sector, continues to attract institutional attention.
As of Q4 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $172.13 M.
Top institutional holders include Seth Klarman and Steven Cohen.
Institutional sentiment is currently Bullish. This is evidenced by a $17.17 M net inflow during the quarter.
Recent activity highlights Steven Cohen who increased their stake by 658.8%. Conversely, Seth Klarman reduced exposure by 6.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for GDS Holdings Limited (GDS)
Major holders include Seth Klarman ($106.26 M), Steven Cohen ($42.02 M), Cliff Asness ($310,715). According to the latest reported data, 5 tracked investment managers collectively hold approximately 4.27 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $17.17 M, with 4 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 2 fully exited GDS. The total reported sell value was $20.13 M.
Yes, 3 managers opened new positions in GDS, and 1 increased their existing holdings. The total reported buy value was $37.31 M.