Infini Capital Management’s VNET Group VNET Stock Holding History

Infini 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 Q2	$38.9M	Buy	+4,836,149	New	+$43.9M	100%	1
2026 Q1	–	Sell	-1,428,944	Closed	-$12.1M	–	1
2025 Q4	$12.1M	Sell	1,428,944 -7,172,451	-83%	-$66.5M	97.74%	1
2025 Q3	$88.9M	Sell	8,601,395 -1,156,688	-12%	-$9.74M	87.1%	1
2025 Q2	$67.3M	Buy	9,758,083 +2,747,661	+39%	+$16.5M	44.41%	1
2025 Q1	$57.5M	Hold	7,010,422	–	–	57.77%	1
2024 Q4	$33.2M	Hold	7,010,422	–	–	42.01%	1
2024 Q3	$28.6M	Buy	+7,010,422	New	+$16.9M	24.61%	2
2021 Q2	–	Sell	-8,101	Closed	-$253K	–	65
2021 Q1	$253K	Sell	8,101 -2,899	-26%	-$107K	1.56%	16
2020 Q4	$382K	Buy	+11,000	New	+$289K	0.31%	20

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

Infini Capital Management's VNET Position: Q2 2026 in Review

Infini Capital Management opened a new position in VNET Group (VNET) in Q2 2026: 4,836,149 shares worth $38.9M. The stake represents 100% of the portfolio and ranks #1 among its holdings. This is a return to the name: Infini Capital Management previously reported a position in VNET as recently as Q4 2025.

Infini Capital Management first reported a position in VNET in Q4 2020 and has held it in 9 quarters since. The position peaked at $88.9M in Q3 2025. 161 funds tracked by Wall St. Rank hold VNET as of Q2 2026.

Infini Capital Management held 4,836,149 shares of VNET Group worth $38.9M as of Q2 2026.
VNET Group was a new Infini Capital Management position in Q2 2026.
VNET Group made up 100% of Infini Capital Management's portfolio in Q2 2026, its #1 holding.
Infini Capital Management first reported a position in VNET Group in Q4 2020 and has held it in 9 quarters since.
Infini Capital Management's VNET Group position peaked at $88.9M in Q3 2025.
161 funds tracked by Wall St. Rank held VNET Group as of Q2 2026.

Based on Infini Capital Management's 13F filing for Q2 2026, filed 2 Sep 2026.