13FGuru
Sign in with Google Sign in with Discord

NASDAQ · Technology

GDS Hldgs Ltd GDS

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.

Sources StockAnalysis company profile stockanalysis.com
Computer Software: Programming Data Processing

Company profile

Business mix

  • It provides colocation services comprising critical facilities space, customer-available power, racks, and cooling.
  • The company serves cloud service providers, large Internet companies, financial institutions, telecommunications carriers and IT service providers, large domestic private sector, and multinational corporations.
  • GDS Holdings Limited was founded in 2001 and is headquartered in Shanghai, the People's Republic of China.

Current key questions

  • Can demand for the company's products and platforms keep growing within information technology services?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 3 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 17.75 FCF -3.08% Buyback -9.38%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Sachem Head Capital Management Scott Ferguson 8.4% $349.9M 2026-03-31
Baron Capital Ron Baron 0.6% $185.2M 2026-03-31
Baupost Group Seth Klarman 2.4% $122,676 2026-03-31

Recent trading changes over the last 3 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 2 Last 3 13F filing periods
Net reducers 1 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $130.9M Estimated from net added shares
Reduction amount $8,265 Estimated from net reduced shares
Net share change / base shares +22.9% +3,043,719 / 13,283,345
Baron Capital Ron Baron 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 35.0% 13F value change +$68.4M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -11.1% 13F value change -$32.7M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 21.5% 13F value change +$53.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 3,153,908 Last 3 periods +1,443,338 (+45.8%) Total shares 4,597,246 Value $185.2M
Sachem Head Capital Management Scott Ferguson 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -6.8% 13F value change +$38.0M
13F 2025-12-31 Filed 2026-02-13
Major increase Shares 45.0% 13F value change +$76.3M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -6.6% 13F value change +$25.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 6,879,485 Last 3 periods +1,805,515 (+26.2%) Total shares 8,685,000 Value $349.9M
Baupost Group Seth Klarman 3 filing periods
13F 2025-09-30 Filed 2025-11-13
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -6.3% 13F value change -$19,509
13F 2026-03-31 Filed 2026-05-14
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 3,249,952 Last 3 periods -205,134 (-6.3%) Total shares 3,044,818 Value $122,676

Recent mentions

No public mentions.