CG
VNET

Carmignac Gestion’s VNET Group VNET Stock Holding History

Carmignac Gestion’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 		$38.1M Buy
4,760,599
+4,437,879
+1,375% +$40.3M 0.49% 33
2026
Q1 		$2.71M Sell
322,720
-71,896
-18% -$762K 0.04% 78
2025
Q4 		$3.34M Sell
394,616
-833
-0.2% -$7.72K 0.05% 87
2025
Q3 		$4.08M Buy
395,449
+103,997
+36% +$876K 0.06% 81
2025
Q2 		$2.01M Buy
291,452
+119,976
+70% +$718K 0.03% 99
2025
Q1 		$1.41M Buy
+171,476
New +$1.57M 0.02% 116
2022
Q2 		– Sell
-161,294
Closed -$940K – 130
2022
Q1 		$940K Hold
161,294
– – 0.02% 97
2021
Q4 		$1.46M Hold
161,294
– – 0.02% 108
2021
Q3 		$2.79M Buy
161,294
+44,522
+38% +$829K 0.03% 102
2021
Q2 		$2.68M Sell
116,772
-614,139
-84% -$15.6M 0.03% 110
2021
Q1 		$23.6M Sell
730,911
-210,128
-22% -$7.74M 0.27% 56
2020
Q4 		$32.7M Sell
941,039
-86,526
-8% -$2.27M 0.34% 51
2020
Q3 		$23.8M Buy
1,027,565
+320,778
+45% +$7.47M 0.28% 54
2020
Q2 		$16.9M Buy
706,787
+186,979
+36% +$3.01M 0.23% 52
2020
Q1 		$7.19M Buy
+519,808
New +$6.38M 0.12% 57

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Carmignac Gestion's VNET Position: Q2 2026 in Review

Carmignac Gestion increased its VNET Group (VNET) stake by 1,375% in Q2 2026, buying an estimated $40.3M and bringing the position to 4,760,599 shares worth $38.1M. The position accounts for 0.49% of the portfolio, ranked #33.

Carmignac Gestion first reported a position in VNET in Q1 2020 and has held it in 15 quarters since. 160 funds tracked by Wall St. Rank hold VNET as of Q2 2026.

  • Carmignac Gestion held 4,760,599 shares of VNET Group worth $38.1M as of Q2 2026.
  • Carmignac Gestion bought 4,437,879 VNET Group shares in Q2 2026, an estimated $40.3M.
  • VNET Group made up 0.49% of Carmignac Gestion's portfolio in Q2 2026, its #33 holding.
  • Carmignac Gestion first reported a position in VNET Group in Q1 2020 and has held it in 15 quarters since.
  • 160 funds tracked by Wall St. Rank held VNET Group as of Q2 2026.

Based on Carmignac Gestion's 13F filing for Q2 2026, filed 13 Aug 2026.