Position in GDS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$88,020,031
+$12,384,786 QoQ
Shares Held
2,184,662
+0.8% QoQ
Ownership
1.12%
of shares outstanding
% of Portfolio
6.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
6 quarters on record
Voting authority
Sole 96.02551790620242.ToString("F0")%
Shared 0.ToString("F0")%
None 3.974482093797576.ToString("F0")%
Common Shares in GDS Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026Carrhae Capital LLP holds $100,714,562 across 2 Information Technology Services names. GDS ranks #1 (87.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GDS |
GDS Holdings Ltd
This page
|
2,184,662 | $88,020,031 | |
| 2 | VNET |
VNET Group, Inc.
|
1,513,055 | $12,694,531 |
All Filings in GDS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $88,020,031 | 2,184,662 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $75,635,245 | 2,167,199 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $63,788,358 | 1,648,278 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $12,744,724 | 416,903 | Shares | Sole | 2025-08-05 | |
| 2022-03-31 | $10,172,187 | 259,164 | Shares | Sole | 2024-11-27 | |
| 2021-09-30 | $18,920,647 | 334,228 | Shares | Sole | 2024-11-27 | |
| No filing history on record for this holder in this stock. | ||||||