§ TECHNOLOGY
USD · TechnologyGDS
GDS HOLDINGS LTD - ADR
USDSector · TechnologyBeta · 1.72
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 35.54HIGH 36.08LOW 34.3552W 27.32 — 46.94
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
128 increased/new, 65 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 15.1 | P/B | 1.73 |
| EPS (TTM) | 1.32 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Singapore Technologies Telemedia Pte Ltd | 9.8M | 100.0% | ±0% |
| Sachem Head Capital Management LP | 8.7M | 8.4% | −7% |
| CANADA PENSION PLAN INVESTMENT BOARD | 7.0M | 0.2% | ±0% |
| Tekne Capital Management, LLC | 5.1M | 86.0% | ±0% |
| BAMCO INC /NY/ | 4.6M | 0.6% | +21% |
| Barclays PLC | 3.0M | 0.0% | +74% |
◇ AC INTELLIGENCE
Top institutional owners for GDS as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER93.9% · 0 holders
OTHER3.4% · 152 holders
QUALITY / COMPOUNDER1.1% · 15 holders
DEALER / BANK0.9% · 21 holders
SYSTEMATIC / QUANT0.2% · 8 holders
PASSIVE / INDEX0.2% · 8 holders
TACTICAL / MACRO0.2% · 4 holders
ACTIVIST0.1% · 1 holder
INCOME / DEFENSIVE0.0% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for GDS in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention GDS yet.