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Tekne Capital Management’s GDS Holdings GDS Stock Holding History

Tekne Capital Management’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 		$179M Buy
5,976,818
+925,000
+18% +$35.7M 58.73% 1
2026
Q1 		$204M Hold
5,051,818
– – 86% 1
2025
Q4 		$176M Sell
5,051,818
-1,284,638
-20% -$44.4M 62.93% 1
2025
Q3 		$245M Buy
6,336,456
+72,989
+1% +$2.59M 69.24% 1
2025
Q2 		$191M Buy
6,263,467
+403,256
+7% +$10.2M 66.63% 1
2025
Q1 		$148M Sell
5,860,211
-334,310
-5% -$10.1M 56.59% 1
2024
Q4 		$147M Hold
6,194,521
– – 52.08% 1
2024
Q3 		$126M Hold
6,194,521
– – 51.22% 1
2024
Q2 		$57.5M Buy
6,194,521
+3,110,219
+101% +$25.1M 30.23% 1
2024
Q1 		$20.5M Hold
3,084,302
– – 5.86% 6
2023
Q4 		$28.1M Hold
3,084,302
– – 10.27% 4
2023
Q3 		$33.8M Buy
3,084,302
+863,576
+39% +$9.88M 12.47% 4
2023
Q2 		$24.4M Buy
2,220,726
+75,000
+3% +$997K 7.58% 5
2023
Q1 		$40M Buy
2,145,726
+126,811
+6% +$2.69M 10.93% 3
2022
Q4 		$41.6M Buy
2,018,915
+823,562
+69% +$12.6M 14% 3
2022
Q3 		$21.1M Hold
1,195,353
– – 7.08% 5
2022
Q2 		$39.9M Hold
1,195,353
– – 13.61% 4
2022
Q1 		$46.9M Buy
1,195,353
+551,100
+86% +$22.5M 9.91% 4
2021
Q4 		$30.4M Buy
+644,253
New +$35.5M 6.21% 6
2020
Q4 		– Sell
-1,053,354
Closed -$86.2M – 8
2020
Q3 		$86.2M Buy
1,053,354
+22,915
+2% +$1.84M 16.19% 2
2020
Q2 		$82.1M Buy
1,030,439
+342,060
+50% +$21.2M 17.11% 2
2020
Q1 		$39.9M Sell
688,379
-209,196
-23% -$11.7M 18.27% 1
2019
Q4 		$46.3M Sell
897,575
-82,760
-8% -$3.71M 20.33% 2
2019
Q3 		$39.3M Sell
980,335
-203,369
-17% -$8.2M 11.69% 4
2019
Q2 		$44.5M Hold
1,183,704
– – 11.18% 5
2019
Q1 		$42.2M Buy
1,183,704
+793,144
+203% +$24M 10.94% 5
2018
Q4 		$9.02M Sell
390,560
-293,338
-43% -$7.65M 4.49% 7
2018
Q3 		$24M Buy
+683,898
New +$24.6M 6.22% 11

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
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
TCIM
TOMS Capital Investment Management New York $4.67B AUM 83.55% 1-Year Est. Return

Tekne Capital Management's GDS Position: Q2 2026 in Review

Tekne Capital Management increased its GDS Holdings (GDS) stake by 18% in Q2 2026, buying an estimated $35.7M and bringing the position to 5,976,818 shares worth $179M. The position accounts for 58.73% of the portfolio, ranked #1.

Tekne Capital Management first reported a position in GDS in Q3 2018 and has held it in 28 quarters since. The position peaked at $245M in Q3 2025. 198 funds tracked by Wall St. Rank hold GDS as of Q2 2026.

  • Tekne Capital Management held 5,976,818 shares of GDS Holdings worth $179M as of Q2 2026.
  • Tekne Capital Management bought 925,000 GDS Holdings shares in Q2 2026, an estimated $35.7M.
  • GDS Holdings made up 58.73% of Tekne Capital Management's portfolio in Q2 2026, its #1 holding.
  • Tekne Capital Management first reported a position in GDS Holdings in Q3 2018 and has held it in 28 quarters since.
  • Tekne Capital Management's GDS Holdings position peaked at $245M in Q3 2025.
  • 198 funds tracked by Wall St. Rank held GDS Holdings as of Q2 2026.

Based on Tekne Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.