Which hedge funds own GDS? GDS HLDGS LTD, Q2 2026 13F holders
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12 of the hedge funds tracked by WhaleCreep disclosed a position in GDS (GDS HLDGS LTD) in their Q2 2026 13F filings, worth $587.0m in total. The largest holder by portfolio weight is Sachem Head Capital Management at 5.4% of its book. 3 managers opened a new position this quarter: Irenic Capital Management, Rubric Capital Management, Brevan Howard Capital Management. 2 exited: Farallon Capital Management, Moore Capital Management.
12tracked managers holding
3opened this quarter
2exited this quarter
Which hedge funds hold GDS? Current holders by portfolio weight
| Manager | As of | Weight of book | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|
| Sachem Head Capital Management | Q2 2026 | 5.4% | $260.8m | 8,685,000 | 0% | held |
| Baupost Group | Q2 2026 | 2.1% | $113.2m | 3,769,818 | 24% | added |
| Irenic Capital Management | Q2 2026 | 0.6% | $8.5m | 283,000 | – | new |
| Light Street Capital Management | Q2 2026 | 0.3% | $2.2m | 71,790 | 0% | held |
| Rubric Capital Management | Q2 2026 | 0.1% | $14.6m | 485,873 | – | new |
| Brevan Howard Capital Management | Q2 2026 | 0.1% | $8.7m | 295,573 | – | new |
| Point72 Asset Management LP | Q2 2026 | 0.1% | $65.2m | 2,169,763 | 40% | added |
| WCM Investment Management | Q2 2026 | 0.0% | $32.6m | 1,111,344 | -36% | reduced |
| D. E. Shaw & Co | Q2 2026 | 0.0% | $48.8m | 1,624,322 | -17% | reduced |
| Millennium Management | Q2 2026 | 0.0% | $24.1m | 802,545 | -3% | reduced |
| Citadel Advisors | Q2 2026 | 0.0% | $7.7m | 257,160 | -54% | reduced |
| Marshall Wace | Q2 2026 | 0.0% | $613.7k | 20,435 | -99% | reduced |
Exited since the previous quarter
| Manager | Prior weight | Prior value |
|---|---|---|
| Farallon Capital Management | 0.5% | $11.8m |
| Moore Capital Management | 0.1% | $653.7k |
How has hedge fund ownership of GDS changed?
| Quarter | Managers holding | Combined value |
|---|---|---|
| Q2 2026 | 12 | $587.0m |
| Q1 2026 | 11 | $823.0m |
| Q4 2025 | 6 | $525.2m |
| Q3 2025 | 7 | $450.5m |
| Q2 2025 | 3 | $331.5m |
| Q1 2025 | 5 | $242.9m |
| Q4 2024 | 5 | $163.3m |
| Q3 2024 | 5 | $179.4m |
| Q2 2024 | 4 | $61.7m |
| Q1 2024 | 3 | $22.9m |
| Q4 2023 | 2 | $1.8m |
| Q3 2023 | 2 | $876.9k |
| Q2 2023 | 4 | $5.6m |
| Q1 2023 | 3 | $6.5m |
| Q4 2022 | 5 | $13.5m |
| Q3 2022 | 2 | $13.5m |
Counts every tracked manager that disclosed GDS in that quarter's filing, including managers that have since stopped filing.