Dmitry Balyasny’s VNET Group VNET Stock Holding History

Dmitry Balyasny’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	$804K	Buy	+100,000	New	+$908K	﹤0.01%	2328
2025 Q4	–	Sell	-200,000	Closed	-$2.07M	–	3597
2025 Q3	$2.07M	Hold	200,000	–	–	﹤0.01%	1773
2025 Q2	$193K	Sell	200,000 -100,000	-33%	-$599K	﹤0.01%	2605
2025 Q1	$2.46M	Buy	+300,000	New	+$2.75M	﹤0.01%	1610

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

Dmitry Balyasny's VNET Position: Q2 2026 in Review

Dmitry Balyasny reduced its VNET Group (VNET) stake by 78% in Q2 2026, selling an estimated $48.1M and leaving 1,491,098 shares worth $12M. The position accounts for 0.01% of the portfolio, ranked #979.

Dmitry Balyasny first reported a position in VNET in Q4 2014 and has held it in 24 quarters since. The position peaked at $57M in Q1 2026. 160 funds tracked by Wall St. Rank hold VNET as of Q2 2026.

Dmitry Balyasny held 1,491,098 shares of VNET Group worth $12M as of Q2 2026.
Dmitry Balyasny sold 5,300,513 VNET Group shares in Q2 2026, an estimated $48.1M.
VNET Group made up 0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #979 holding.
Dmitry Balyasny first reported a position in VNET Group in Q4 2014 and has held it in 24 quarters since.
Dmitry Balyasny's VNET Group position peaked at $57M in Q1 2026.
160 funds tracked by Wall St. Rank held VNET Group as of Q2 2026.

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