Discovery Capital Management’s VNET Group VNET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-923,646
Closed -$21.4M 76
2020
Q3
$21.4M Sell
923,646
-348,453
-27% -$8.07M 3.28% 9
2020
Q2
$30.4M Buy
1,272,099
+964,945
+314% +$23M 5.51% 6
2020
Q1
$4.26M Buy
+307,154
New +$4.26M 1.17% 19
2016
Q2
Sell
-716,780
Closed -$14.3M 100
2016
Q1
$14.3M Sell
716,780
-1,000
-0.1% -$20K 0.21% 64
2015
Q4
$15.2M Hold
717,780
0.18% 66
2015
Q3
$13.1M Buy
+717,780
New +$13.1M 0.15% 83
2015
Q2
Sell
-858,100
Closed -$15.2M 121
2015
Q1
$15.2M Sell
858,100
-786,900
-48% -$13.9M 0.17% 75
2014
Q4
$25.4M Buy
+1,645,000
New +$25.4M 0.26% 74