Which hedge funds own GDS? GDS HLDGS LTD, Q2 2026 13F holders
55 tracked hedge funds disclosed a position in GDS (GDS HLDGS LTD) in their Q2 2026 13F filings, worth $1.5bn in total. The largest holder by portfolio weight is Tekne Capital Management, LLC at 58.7% of its book. 17 opened a new position this quarter: TOMS Capital Investment Management LP, Dilation Capital Management LP, Clearline Capital LP, Arvin Capital Management LP. 15 exited: WFM ASIA (BVI) Ltd, Selkirk Management LLC, Hidden Lake Asset Management LP.
- 55
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 17
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 15
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $252m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $164m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $1.5bn
- Combined value Sum of the holders' reported positions in the security.
- 4.4%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| WFM ASIA (BVI) Ltd | 8.1% | $51.3m |
| Selkirk Management LLC | 3.9% | $11.6m |
| Hidden Lake Asset Management LP | 3.8% | $5.7m |
| AI-Squared Management Ltd | 3.1% | $4.3m |
| Avala Global LP | 2.4% | $49.6m |
| Beaconlight Capital, LLC | 0.7% | $1.3m |
| Polymer Capital Management (HK) LTD | 0.4% | $3.1m |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 0.3% | $1.4m |
| Lighthouse Investment Partners, LLC | 0.2% | $6.6m |
| WT Asset Management Ltd | 0.1% | $6.0m |
| Jain Global LLC | 0.1% | $8.2m |
| Farallon Capital Management, L.L.C. | 0.07% | $11.8m |
| Moore Capital Management, LP | 0.02% | $654k |
| Squarepoint Ops LLC | 0.0% | $2.2m |
| Two Sigma Investments, LP | 0.0% | $371k |
Ownership over time
Who discovered GDS first? Beta
The run: Q1 2024 → Q1 2026, +506%
| Hidden Lake Asset Management LP high conviction | Q2 2024 | – | +3.9 pts |
| Baupost Group LLC | Q2 2024 | 0.5% | +2.8 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.