NCL
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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
Q2 		$7.99M Sell
265,928
-232,199
-47% -$8.96M 0.25% 57
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 $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
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nishkama Capital LLC's GDS Position: Q2 2026 in Review

Nishkama Capital LLC reduced its GDS Holdings (GDS) stake by 47% in Q2 2026, selling an estimated $8.96M and leaving 265,928 shares worth $7.99M. The position accounts for 0.25% of the portfolio, ranked #57.

Nishkama Capital LLC first reported a position in GDS in Q3 2025 and has held it in 4 quarters since. The position peaked at $28M in Q3 2025. 198 funds tracked by Wall St. Rank hold GDS as of Q2 2026.

  • Nishkama Capital LLC held 265,928 shares of GDS Holdings worth $7.99M as of Q2 2026.
  • Nishkama Capital LLC sold 232,199 GDS Holdings shares in Q2 2026, an estimated $8.96M.
  • GDS Holdings made up 0.25% of Nishkama Capital LLC's portfolio in Q2 2026, its #57 holding.
  • Nishkama Capital LLC first reported a position in GDS Holdings in Q3 2025 and has held it in 4 quarters since.
  • Nishkama Capital LLC's GDS Holdings position peaked at $28M in Q3 2025.
  • 198 funds tracked by Wall St. Rank held GDS Holdings as of Q2 2026.

Based on Nishkama Capital LLC's 13F filing for Q2 2026, filed 14 Aug 2026.