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GDS · Technology

GDS HLDGS LTD

Asia Technology Filing: 2025-12-31
Smart-money confidence · 1 of 3 sources firing
Weak — few signals

No standout activity across the feeds we track.

Hedge funds
42
Congress
No data
Insiders
No data
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s.  ·  how the score works
◆ Next steps Interested in GDS HLDGS LTD? Here's what to do with it.
Not financial advice. Bogen Capital surfaces public SEC filings — you decide what to do with them.
Market cap
$6.2B
Industry
Information Technology Services
Sector
Technology
Exchange
NasdaqGM
About GDS HLDGS LTD

GDS Holdings Limited, together with its subsidiaries, engages in the development and operation of data centers in the People's Republic of China. It provides colocation services comprising critical facilities space, customer-available power, racks, and cooling; managed hosting services, including business continuity and disaster recovery, network management, data storage, system security, operating system, database, and server middleware services; managed cloud services; and consulting services. The company serves cloud service providers, large Internet companies, financial institutions,…

Who's behind the signal
Every informed buyer we can see on GDS, across all three feeds.
Hedge funds · 7
AQR Capital Management New position
Point72 (Steve Cohen) Increased +659%
Baupost Group (Klarman) Decreased −6%
+1 more in the full breakdown below ↓
Congress · 0
No congressional trades on record.
Insiders
No significant Form 4 insider activity in the window.
Not a model pick — but on our radar. GDS HLDGS LTD isn't in the top-10 model right now, but 7 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
7
Investors
2
New positions
2
Increasing
3
Decreasing
0
Unchanged
Price History
Loading price data...
Return: High: Low:
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.2×
New position
% of portfolio
0.0%
Position change
NEW
0.0% of Tudor Investment's portfolio
Trust weight: 1.0×
New position
% of portfolio
0.0%
Position change
NEW
0.0% of AQR Capital Management's portfolio
Trust weight: 1.1×
Increased +659%
% of portfolio
0.1%
Position change
+659%
0.1% of Point72's portfolio
Trust weight: 1.0×
Increased +29%
% of portfolio
0.0%
Position change
+29%
0.0% of Millennium Management's portfolio
Trust weight: 1.8×
Decreased −6%
% of portfolio
2.0%
Position change
−6%
2.0% of Baupost Group's portfolio
Trust weight: 1.2×
Decreased −73%
% of portfolio
0.3%
Position change
−73%
0.3% of Light Street Capital's portfolio
Trust weight: 1.0×
Decreased −88%
% of portfolio
0.0%
Position change
−88%
0.0% of Citadel Advisors's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to GDS HLDGS LTD
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell GDS HLDGS LTD or any security.

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