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 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $163.52 M.
Top institutional holders include Seth Klarman and Louis Moore Bacon.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $6.92 M net outflow during the quarter.
Recent activity highlights Louis Moore Bacon who opened a new position. 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), Louis Moore Bacon ($12.97 M), Steven Cohen ($6.14 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 3.55 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $6.92 M, with 1 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited GDS. The total reported sell value was $7.17 M.
Yes, 1 managers opened new positions in GDS, and 0 increased their existing holdings. The total reported buy value was $244,300.