Discovery Capital Management’s VNET Group VNET Stock Holding History

Discovery Capital 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	–	Sell	-6,008,300	Closed	-$50.4M	–	125
2026 Q1	$50.4M	Sell	6,008,300 -310,800	-5%	-$3.29M	2.62%	12
2025 Q4	$53.5M	Buy	6,319,100 +4,704,600	+291%	+$43.6M	2.89%	9
2025 Q3	$16.7M	Buy	+1,614,500	New	+$13.6M	0.91%	33
2020 Q4	–	Sell	-923,646	Closed	-$21.4M	–	81
2020 Q3	$21.4M	Sell	923,646 -348,453	-27%	-$8.12M	3.28%	9
2020 Q2	$30.4M	Buy	1,272,099 +964,945	+314%	+$15.6M	5.51%	6
2020 Q1	$4.26M	Buy	+307,154	New	+$3.77M	1.17%	19
2016 Q2	–	Sell	-716,780	Closed	-$14.3M	–	104
2016 Q1	$14.3M	Sell	716,780 -1,000	-0.1%	-$19.1K	0.21%	70
2015 Q4	$15.2M	Hold	717,780	–	–	0.18%	74
2015 Q3	$13.1M	Buy	+717,780	New	+$13.6M	0.15%	86
2015 Q2	–	Sell	-858,100	Closed	-$15.2M	–	125
2015 Q1	$15.2M	Sell	858,100 -786,900	-48%	-$13.6M	0.17%	78
2014 Q4	$25.4M	Buy	+1,645,000	New	+$30.3M	0.26%	76

Other funds holding VNET

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

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

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Discovery Capital Management's VNET Position: Q2 2026 in Review

Discovery Capital Management sold out of VNET Group (VNET) in Q2 2026, closing a stake of 6,008,300 shares — an estimated $50.4M sold.

Discovery Capital Management first reported a position in VNET in Q4 2014 and held it in 11 quarters. The position peaked at $53.5M in Q4 2025. 160 funds tracked by Wall St. Rank hold VNET as of Q2 2026.

Discovery Capital Management reported no remaining VNET Group position as of Q2 2026 after selling out during the quarter.
Discovery Capital Management sold 6,008,300 VNET Group shares in Q2 2026, an estimated $50.4M.
Discovery Capital Management first reported a position in VNET Group in Q4 2014 and held it in 11 quarters.
Discovery Capital Management's VNET Group position peaked at $53.5M in Q4 2025.
160 funds tracked by Wall St. Rank held VNET Group as of Q2 2026.

Based on Discovery Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.