Smart Money Radar / Tickers / GDS

GDS Commercial & Professional Services

CROWD: GREEN Quiet institutional ownership. No unusual crowd behavior in the latest filings.
Active holders
99
of 203 total, index funds excluded
This quarter
+31
17 out
Conviction
7 bps
median holder weight: token bet
Streak
1q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2016Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Jun 23 Mar 26

Top holders

by reported value · $3.7B held
FundValueNote
Singapore Technologies Tele… $396M
Sachem Head Capital Managem… $350M
CANADA PENSION PLAN INVESTM… $282M
Tekne Capital Management, L… $204M
BAMCO INC /NY/ $185M
Seth Klarman $123M famous whale
BARCLAYS PLC $121M
12 West Capital Management … $104M
Carrhae Capital LLP $88M fast money
BANK OF AMERICA CORP /DE/ $88M

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.