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Carrhae Capital’s GDS Holdings GDS Stock Holding History

Carrhae Capital’s Portfolio GDS Stock Details GDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$99.1M Buy
3,300,419
+1,115,757
+51% +$43.1M 2.74% 10
2026
Q1 		$88M Buy
2,184,662
+17,463
+0.8% +$749K 2.64% 9
2025
Q4 		$75.6M Buy
2,167,199
+518,921
+31% +$17.9M 2.86% 11
2025
Q3 		$63.8M Buy
1,648,278
+1,231,375
+295% +$43.7M 3.76% 11
2025
Q2 		$12.7M Buy
+416,903
New +$10.6M 0.93% 26
2022
Q2 		– Sell
-259,164
Closed -$10.2M – 20
2022
Q1 		$10.2M Buy
+259,164
New +$10.6M 3.67% 11
2021
Q4 		– Sell
-334,228
Closed -$18.9M – 17
2021
Q3 		$18.9M Buy
+334,228
New +$20.6M 6.53% 4

Other funds holding GDS

STT
Singapore Technologies Telemedia Singapore $295M AUM 1.77% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
TCM
Tekne Capital Management New York $306M AUM 117.51% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCIM
TOMS Capital Investment Management New York $4.67B AUM 83.55% 1-Year Est. Return

Carrhae Capital's GDS Position: Q2 2026 in Review

Carrhae Capital increased its GDS Holdings (GDS) stake by 51% in Q2 2026, buying an estimated $43.1M and bringing the position to 3,300,419 shares worth $99.1M. The position accounts for 2.74% of the portfolio, ranked #10.

Carrhae Capital first reported a position in GDS in Q3 2021 and has held it in 7 quarters since. 197 funds tracked by Wall St. Rank hold GDS as of Q2 2026.

  • Carrhae Capital held 3,300,419 shares of GDS Holdings worth $99.1M as of Q2 2026.
  • Carrhae Capital bought 1,115,757 GDS Holdings shares in Q2 2026, an estimated $43.1M.
  • GDS Holdings made up 2.74% of Carrhae Capital's portfolio in Q2 2026, its #10 holding.
  • Carrhae Capital first reported a position in GDS Holdings in Q3 2021 and has held it in 7 quarters since.
  • 197 funds tracked by Wall St. Rank held GDS Holdings as of Q2 2026.

Based on Carrhae Capital's 13F filing for Q2 2026, filed 15 Jul 2026.