ASM
VNET

AI-Squared Management’s VNET Group VNET Stock Holding History

AI-Squared Management’s Portfolio VNET Stock Details VNET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.25M Buy
1,026,500
+412,100
+67% +$3.74M 4.4% 11
2026
Q1 		$5.15M Buy
614,400
+172,829
+39% +$1.83M 3.75% 9
2025
Q4 		$3.74M Buy
441,571
+64,291
+17% +$596K 4.34% 10
2025
Q3 		$3.9M Buy
+377,280
New +$3.18M 4.06% 9
2024
Q3 		– Sell
-2,434
Closed -$5.1K – 37
2024
Q2 		$5.1K Sell
2,434
-308,800
-99% -$591K ﹤0.01% 25
2024
Q1 		$482K Hold
311,234
– – 0.36% 18
2023
Q4 		$893K Buy
+311,234
New +$937K 1.14% 16

Other funds holding VNET

Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
TC
Triata Capital Hong Kong $588M AUM 8.92% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ICM
Infini Capital Management Central, Hong Kong $38.9M AUM
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

AI-Squared Management's VNET Position: Q2 2026 in Review

AI-Squared Management increased its VNET Group (VNET) stake by 67% in Q2 2026, buying an estimated $3.74M and bringing the position to 1,026,500 shares worth $8.25M. The position accounts for 4.4% of the portfolio, ranked #11.

AI-Squared Management first reported a position in VNET in Q4 2023 and has held it in 7 quarters since. 161 funds tracked by Wall St. Rank hold VNET as of Q2 2026.

  • AI-Squared Management held 1,026,500 shares of VNET Group worth $8.25M as of Q2 2026.
  • AI-Squared Management bought 412,100 VNET Group shares in Q2 2026, an estimated $3.74M.
  • VNET Group made up 4.4% of AI-Squared Management's portfolio in Q2 2026, its #11 holding.
  • AI-Squared Management first reported a position in VNET Group in Q4 2023 and has held it in 7 quarters since.
  • 161 funds tracked by Wall St. Rank held VNET Group as of Q2 2026.

Based on AI-Squared Management's 13F filing for Q2 2026, filed 12 Aug 2026.