Hel Ved Capital Management’s VNET Group VNET Stock Holding History

Hel Ved 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	–	Sell	-444,000	Closed	-$3.76M	–	79
2025 Q4	$3.76M	Sell	444,000 -900	-0.2%	-$8.34K	1.01%	29
2025 Q3	$4.6M	Buy	+444,900	New	+$3.75M	0.97%	28
2025 Q2	–	Sell	-413,500	Closed	-$3.39M	–	97
2025 Q1	$3.39M	Buy	+413,500	New	+$3.79M	1.22%	18
2023 Q3	–	Sell	-163,000	Closed	-$473K	–	54
2023 Q2	$473K	Hold	163,000	–	–	0.17%	25
2023 Q1	$528K	Buy	+163,000	New	+$797K	0.26%	21

Other funds holding VNET

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Triata Capital Hong Kong $552M AUM 2.89% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hel Ved Capital Management's VNET Position: Q1 2026 in Review

Hel Ved Capital Management sold out of VNET Group (VNET) in Q1 2026, closing a stake of 444,000 shares — an estimated $3.76M sold.

Hel Ved Capital Management first reported a position in VNET in Q1 2023 and held it in 5 quarters. The position peaked at $4.6M in Q3 2025. 192 funds tracked by Wall St. Rank hold VNET as of Q1 2026.

Hel Ved Capital Management reported no remaining VNET Group position as of Q1 2026 after selling out during the quarter.
Hel Ved Capital Management sold 444,000 VNET Group shares in Q1 2026, an estimated $3.76M.
Hel Ved Capital Management first reported a position in VNET Group in Q1 2023 and held it in 5 quarters.
Hel Ved Capital Management's VNET Group position peaked at $4.6M in Q3 2025.
192 funds tracked by Wall St. Rank held VNET Group as of Q1 2026.

Based on Hel Ved Capital Management's 13F filing for Q1 2026, filed 15 May 2026.