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 Q2 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $182.34 M.
Top institutional holders include Seth Klarman and Steven Cohen.
Institutional sentiment is currently Bullish. This is evidenced by a $40.68 M net inflow during the quarter.
Recent activity highlights Jefferies Group who increased their stake by 440.0%. Conversely, Cliff Asness reduced exposure by 6.8%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for GDS Holdings Limited (GDS)
Major holders include Seth Klarman ($113.21 M), Steven Cohen ($65.16 M), Jefferies Group ($1.3 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 5.99 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $40.68 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 $669,881.23.
Yes, 0 managers opened new positions in GDS, and 3 increased their existing holdings. The total reported buy value was $41.35 M.