CC
VNET

Carrhae Capital’s VNET Group VNET Stock Holding History

Carrhae Capital’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 		$11.8M Sell
1,467,195
-45,860
-3% -$416K 0.33% 28
2026
Q1 		$12.7M Buy
+1,513,055
New +$16M 0.38% 24
2020
Q4 		– Sell
-338,400
Closed -$7.84M – 10
2020
Q3 		$7.84M Buy
+338,400
New +$7.88M 4.63% 8

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
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Carrhae Capital's VNET Position: Q2 2026 in Review

Carrhae Capital reduced its VNET Group (VNET) stake by 3% in Q2 2026, selling an estimated $416K and leaving 1,467,195 shares worth $11.8M. The position accounts for 0.33% of the portfolio, ranked #28.

Carrhae Capital first reported a position in VNET in Q3 2020 and has held it in 3 quarters since. The position peaked at $12.7M in Q1 2026. 160 funds tracked by Wall St. Rank hold VNET as of Q2 2026.

  • Carrhae Capital held 1,467,195 shares of VNET Group worth $11.8M as of Q2 2026.
  • Carrhae Capital sold 45,860 VNET Group shares in Q2 2026, an estimated $416K.
  • VNET Group made up 0.33% of Carrhae Capital's portfolio in Q2 2026, its #28 holding.
  • Carrhae Capital first reported a position in VNET Group in Q3 2020 and has held it in 3 quarters since.
  • Carrhae Capital's VNET Group position peaked at $12.7M in Q1 2026.
  • 160 funds tracked by Wall St. Rank held VNET Group as of Q2 2026.

Based on Carrhae Capital's 13F filing for Q2 2026, filed 15 Jul 2026.