JGGDR
VNET

JGP Global Gestao de Recursos’s VNET Group VNET Stock Holding History

JGP Global Gestao de Recursos’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
-648
Closed -$185K – 48
2025
Q4 		$185K Sell
648
-1,352
-68% -$12.5K 0.11% 45
2025
Q3 		$470K Buy
+2,000
New +$16.8K 0.27% 11

Other funds holding VNET

Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
TC
Triata Capital Hong Kong $552M AUM 2.89% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Balyasny Asset Management
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
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JGP Global Gestao de Recursos's VNET Position: Q1 2026 in Review

JGP Global Gestao de Recursos reduced its VNET Group (VNET) stake by 50% in Q1 2026, selling an estimated $268K and leaving 24,794 shares worth $208K. The position accounts for 0.9% of the portfolio, ranked #22.

JGP Global Gestao de Recursos first reported a position in VNET in Q4 2025 and has held it in 2 quarters since. The position peaked at $424K in Q4 2025. 192 funds tracked by Wall St. Rank hold VNET as of Q1 2026.

  • JGP Global Gestao de Recursos held 24,794 shares of VNET Group worth $208K as of Q1 2026.
  • JGP Global Gestao de Recursos sold 25,288 VNET Group shares in Q1 2026, an estimated $268K.
  • VNET Group made up 0.9% of JGP Global Gestao de Recursos's portfolio in Q1 2026, its #22 holding.
  • JGP Global Gestao de Recursos first reported a position in VNET Group in Q4 2025 and has held it in 2 quarters since.
  • JGP Global Gestao de Recursos's VNET Group position peaked at $424K in Q4 2025.
  • 192 funds tracked by Wall St. Rank held VNET Group as of Q1 2026.

Based on JGP Global Gestao de Recursos's 13F filing for Q1 2026, filed 8 May 2026.