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$GDS:NASDAQ · GDS Hldgs Ltd

Sector: aineocloud

Conviction from: NASDAQ

GDS Holdings develops and operates high-performance data centers in China and Southeast Asia, providing colocation and related managed services to cloud providers and large enterprises.

3 tracked filer(s) hold this · 1 opened, 0 added, 1 trimmed in 31-MAR-2026

Aggregate 13FScore 62 — mean of 3 scored holder(s) · buyers (new/add) avg 56. Higher = the smart money in this name has the better track record.

Filer13FScoreThis quarterSharesValue% of their book
Louis Bacon / Moore56New buy16,224$653,6650.0%
Seth Klarman / Baupost64Holds (flat)3,044,818$122,6762.4%
Scott Ferguson / Sachem Head66Trimmed -7%8,685,000$349,918,6508.4%

Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-07-20.