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Nishkama Capital LLC’s GDS Holdings GDS Stock Holding History

Nishkama Capital LLC’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
Q1 		$20.1M Sell
498,127
-59,185
-11% -$2.54M 1.27% 18
2025
Q4 		$19.5M Sell
557,312
-167,167
-23% -$5.78M 0.78% 24
2025
Q3 		$28M Buy
+724,479
New +$25.7M 0.67% 35

Other funds holding GDS

STT
Singapore Technologies Telemedia Singapore $396M AUM 59.06% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
TCM
Tekne Capital Management New York $237M AUM 62.98% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nishkama Capital LLC's GDS Position: Q1 2026 in Review

Nishkama Capital LLC reduced its GDS Holdings (GDS) stake by 11% in Q1 2026, selling an estimated $2.54M and leaving 498,127 shares worth $20.1M. The position accounts for 1.27% of the portfolio, ranked #18.

Nishkama Capital LLC first reported a position in GDS in Q3 2025 and has held it in 3 quarters since. The position peaked at $28M in Q3 2025. 205 funds tracked by Wall St. Rank hold GDS as of Q1 2026.

  • Nishkama Capital LLC held 498,127 shares of GDS Holdings worth $20.1M as of Q1 2026.
  • Nishkama Capital LLC sold 59,185 GDS Holdings shares in Q1 2026, an estimated $2.54M.
  • GDS Holdings made up 1.27% of Nishkama Capital LLC's portfolio in Q1 2026, its #18 holding.
  • Nishkama Capital LLC first reported a position in GDS Holdings in Q3 2025 and has held it in 3 quarters since.
  • Nishkama Capital LLC's GDS Holdings position peaked at $28M in Q3 2025.
  • 205 funds tracked by Wall St. Rank held GDS Holdings as of Q1 2026.

Based on Nishkama Capital LLC's 13F filing for Q1 2026, filed 15 May 2026.