Hidden Lake Asset Management’s VNET Group VNET Stock Holding History

Hidden Lake Asset 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	$11.1M	Buy	1,324,730 +775,525	+141%	+$8.22M	3.36%	10
2025 Q4	$4.65M	Sell	549,205 -45,654	-8%	-$423K	1.18%	14
2025 Q3	$6.14M	Buy	+594,859	New	+$5.01M	0.79%	23
2023 Q1	–	Sell	-1,696,908	Closed	-$9.62M	–	30
2022 Q4	$9.62M	Buy	+1,696,908	New	+$8.74M	4.12%	4
2021 Q1	–	Sell	-421,967	Closed	-$14.6M	–	32
2020 Q4	$14.6M	Sell	421,967 -139,707	-25%	-$3.67M	5.73%	5
2020 Q3	$13M	Buy	561,674 +209,739	+60%	+$4.89M	8.34%	3
2020 Q2	$8.4M	Buy	+351,935	New	+$5.67M	4.5%	4

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

Hidden Lake Asset Management's VNET Position: Q1 2026 in Review

Hidden Lake Asset Management increased its VNET Group (VNET) stake by 141% in Q1 2026, buying an estimated $8.22M and bringing the position to 1,324,730 shares worth $11.1M. The position accounts for 3.36% of the portfolio, ranked #10.

Hidden Lake Asset Management first reported a position in VNET in Q2 2020 and has held it in 7 quarters since. The position peaked at $14.6M in Q4 2020. 192 funds tracked by Wall St. Rank hold VNET as of Q1 2026.

Hidden Lake Asset Management held 1,324,730 shares of VNET Group worth $11.1M as of Q1 2026.
Hidden Lake Asset Management bought 775,525 VNET Group shares in Q1 2026, an estimated $8.22M.
VNET Group made up 3.36% of Hidden Lake Asset Management's portfolio in Q1 2026, its #10 holding.
Hidden Lake Asset Management first reported a position in VNET Group in Q2 2020 and has held it in 7 quarters since.
Hidden Lake Asset Management's VNET Group position peaked at $14.6M in Q4 2020.
192 funds tracked by Wall St. Rank held VNET Group as of Q1 2026.

Based on Hidden Lake Asset Management's 13F filing for Q1 2026, filed 14 May 2026.