Balyasny Asset Management’s VNET Group VNET Stock Holding History

Balyasny Asset 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
2025 Q4	–	Sell	-200,000	Closed	-$2.07M	–	3597
2025 Q3	$2.07M	Hold	200,000	–	–	﹤0.01%	1773
2025 Q2	$193K	Sell	200,000 -100,000	-33%	-$599K	﹤0.01%	2605
2025 Q1	$2.46M	Buy	+300,000	New	+$2.75M	﹤0.01%	1610

Other funds holding VNET

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Triata Capital Hong Kong $552M AUM 2.89% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OMC

Oasis Management Company Grand Cayman, Cayman Islands $1.72B AUM 32.1% 1-Year Est. Return

Balyasny Asset Management's VNET Position: Q1 2026 in Review

Balyasny Asset Management increased its VNET Group (VNET) stake by 68% in Q1 2026, buying an estimated $29M and bringing the position to 6,791,611 shares worth $57M. The position accounts for 0.07% of the portfolio, ranked #309.

Balyasny Asset Management first reported a position in VNET in Q4 2014 and has held it in 23 quarters since. 192 funds tracked by Wall St. Rank hold VNET as of Q1 2026.

Balyasny Asset Management held 6,791,611 shares of VNET Group worth $57M as of Q1 2026.
Balyasny Asset Management bought 2,740,121 VNET Group shares in Q1 2026, an estimated $29M.
VNET Group made up 0.07% of Balyasny Asset Management's portfolio in Q1 2026, its #309 holding.
Balyasny Asset Management first reported a position in VNET Group in Q4 2014 and has held it in 23 quarters since.
192 funds tracked by Wall St. Rank held VNET Group as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.