DCM
VNET

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
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 3.36% 9
2020
Q2 		$30.4M Buy
1,272,099
+964,945
+314% +$15.6M 5.63% 6
2020
Q1 		$4.26M Buy
+307,154
New +$3.77M 1.17% 19
2016
Q2 		– Sell
-716,780
Closed -$14.3M – 108
2016
Q1 		$14.3M Sell
716,780
-1,000
-0.1% -$19.1K 0.23% 70
2015
Q4 		$15.2M Hold
717,780
– – 0.21% 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 0.18% 78
2014
Q4 		$25.4M Buy
+1,645,000
New +$30.3M 0.27% 76

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