$GDS

$21.92 -$1.24 (5.35%) Close

$GDS Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 1.52B shares outstanding

Who owns GDS?

By type of holder

Institutions 6.9% Insiders 0.0% Everyone else 93.2%

Concentration Top 10 holders own 90.9%

Temasek Holdings (Private) Limited 29.3% · STT Garnet Pte. Ltd. 29.3%

Institutional ownership

6.9%

+0.8 pts vs last qtr

Institutional holders

195

-11 vs last qtr

Net shares bought

+12.9M

by institutions in Q2 2026

New / sold out

42 / 53

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Barclays PLC +3.7M
TOMS Capital Investment Management LP NEW +2.7M

Biggest sellers in Q2 2026

Bank Of America Corp /de/ −2.0M
Marshall Wace, LLP −1.7M

Who is planning to sell?

Notices of proposed sale, last 12 months

$4.25M

4 notices from 4 people

Shares covered

63.3K

0.00% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Sun Qiang Chang Director $2.35M
Ye Judy Qing Director $1.33M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2019–FY2025

+49.1%

+6.88% a year

Each share's claim on the business

−32.9%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs CNY 2.12B

over 7 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years32% 3–5 years13% 1–3 years32% Under 1 year23%

Quarterly turnover

21.6%

of institutional shares changed hands

Top 10 managers, median time held

4.5 years

Super Investors

Investment managers reporting GDS on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
ST Singapore Technologies Telemedia Pte Ltd 13D · 28.7%	9.8M	0.65%	Unchanged	≤2021	100.0%
Shares held by quarter Peak holding15.8M (Q3'24) Change over 8 quarters−6.0M Share of the company0.650% Disclosed stake13D · 28.7% Singapore Technologies Telemedia Pte Ltd's full portfolio →
SH Sachem Head Capital Management LP	8.7M	0.57%	Unchanged	2025	5.4%
Shares held by quarter Peak holding9.3M (Q4'25) Change over 8 quarters+5.9M Share of the company0.570% Sachem Head Capital Management LP's full portfolio →

Singapore Technologies Telemedia Pte Ltd

13D · 28.7%

9.8M

% of company

0.65%

Change vs last qtr

Unchanged

Held since

≤2021

Sachem Head Capital Management LP

8.7M

% of company

0.57%

Change vs last qtr

Unchanged

Held since

2025

28 more super investors behind a free account

See every manager holding GDS Holdings Ltd, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting GDS on Form N-PORT; together they hold 0.7% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
GX Global X Data Center & Digital Infrastructure ETF Global X Funds	$92.7M	2.9M	0.19%	4.33%	August 31, 2026
BE Baron Emerging Markets Fund Baron Select Funds	$39.2M	1.3M	0.09%	0.98%	June 30, 2026

Global X Data Center & Digital Infrastructure ETF

Global X Funds

Position value

$92.7M

% of company

0.19%

% of the fund

4.33%

As of

August 31, 2026

Baron Emerging Markets Fund

Baron Select Funds

Position value

$39.2M

% of company

0.09%

% of the fund

0.98%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding GDS Holdings Ltd and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
TH Temasek Holdings (Private) Limited 5%+ holder 13D · 28.7%	445.3M	29.28%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company29.280% Disclosed stake13D · 28.7% View the 13D/G filing →
SG STT Garnet Pte. Ltd. 5%+ holder 13D · 28.7%	445.3M	29.28%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company29.280% Disclosed stake13D · 28.7% View the 13D/G filing →

Temasek Holdings (Private) Limited

5%+ holder13D · 28.7%

445.3M

% of company

29.28%

Change vs last qtr

—

Held since

—

STT Garnet Pte. Ltd.

5%+ holder13D · 28.7%

445.3M

% of company

29.28%

Change vs last qtr

—

Held since

—

1 more holders behind a free account

See every insider and 5%+ holder of GDS Holdings Ltd.

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