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 Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $162.14 M.
Top institutional holders include Seth Klarman and Steven Cohen.
Institutional sentiment is currently Bullish. This is evidenced by a $14.45 M net inflow during the quarter.
Recent activity highlights Louis Moore Bacon who opened a new position. Conversely, Cliff Asness reduced exposure by 10.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for GDS Holdings Limited (GDS)
Major holders include Seth Klarman ($122.68 M), Steven Cohen ($62.57 M), Louis Moore Bacon ($653,665). According to the latest reported data, 5 tracked investment managers collectively hold approximately 4.63 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $14.45 M, with 3 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 $310,138.22.
Yes, 1 managers opened new positions in GDS, and 2 increased their existing holdings. The total reported buy value was $14.76 M.