Position in GDS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$99,111,582
+$11,091,551 QoQ
Shares Held
3,300,419
+51.1% QoQ
Ownership
1.65%
of shares outstanding
% of Portfolio
6.53%
of 13F equity value
Holder Rank
#9
of 197 holders
Holding Since
Sep 2021
7 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in GDS Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Carrhae Capital LLP holds $110,907,829 across 2 Information Technology Services names. GDS ranks #1 (89.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GDS |
GDS Holdings Ltd
This page
|
3,300,419 | $99,111,582 | |
| 2 | VNET |
VNET Group, Inc.
|
1,467,195 | $11,796,247 |
All Filings in GDS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,111,582 | 3,300,419 | Shares | Sole | 2026-07-15 | |
| 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. | ||||||