Aspex Management (HK)’s VNET Group VNET Stock Holding History

Aspex Management (HK)’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
2025 Q1	–	Sell	-2,964,552	Closed	-$14.1M	–	37
2024 Q4	$14.1M	Hold	2,964,552	–	–	0.38%	26
2024 Q3	$12.1M	Hold	2,964,552	–	–	0.32%	23
2024 Q2	$6.21M	Hold	2,964,552	–	–	0.13%	33
2024 Q1	$4.59M	Hold	2,964,552	–	–	0.12%	29
2023 Q4	$8.51M	Hold	2,964,552	–	–	0.25%	28
2023 Q3	$9.28M	Hold	2,964,552	–	–	0.29%	24
2023 Q2	$8.6M	Hold	2,964,552	–	–	0.25%	23
2023 Q1	$9.61M	Buy	+2,964,552	New	+$14.5M	0.24%	27
2020 Q4	–	Sell	-1,447,191	Closed	-$33.5M	–	25
2020 Q3	$33.5M	Sell	1,447,191 -232,325	-14%	-$5.41M	2.15%	11
2020 Q2	$40.1M	Buy	1,679,516 +347,700	+26%	+$5.61M	4.92%	5
2020 Q1	$18.5M	Buy	+1,331,816	New	+$16.3M	2.56%	15

Other funds holding VNET

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ICM

Infini Capital Management Central, Hong Kong $12.4M AUM 53.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PHK

Point72 Hong Kong Hong Kong $2.18B AUM 89.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Triata Capital Hong Kong $588M AUM 8.92% 1-Year Est. Return

OCMH

Oxbow Capital Management (HK) Hong Kong $355M AUM 567.47% 1-Year Est. Return

Aspex Management (HK)'s VNET Position: Q1 2025 in Review

Aspex Management (HK) sold out of VNET Group (VNET) in Q1 2025, closing a stake of 2,964,552 shares — an estimated $14.1M sold.

Aspex Management (HK) first reported a position in VNET in Q1 2020 and held it in 11 quarters. The position peaked at $40.1M in Q2 2020. 163 funds tracked by Wall St. Rank hold VNET as of Q1 2025.

Aspex Management (HK) reported no remaining VNET Group position as of Q1 2025 after selling out during the quarter.
Aspex Management (HK) sold 2,964,552 VNET Group shares in Q1 2025, an estimated $14.1M.
Aspex Management (HK) first reported a position in VNET Group in Q1 2020 and held it in 11 quarters.
Aspex Management (HK)'s VNET Group position peaked at $40.1M in Q2 2020.
163 funds tracked by Wall St. Rank held VNET Group as of Q1 2025.

Based on Aspex Management (HK)'s 13F filing for Q1 2025, filed 14 May 2025.