John Overdeck’s VNET Group VNET Stock Holding History

John Overdeck’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
2021 Q3	–	Sell	-10,900	Closed	-$250K	–	4755
2021 Q2	$250K	Buy	+10,900	New	+$278K	﹤0.01%	3636

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

John Overdeck's VNET Position: Q2 2026 in Review

John Overdeck reduced its VNET Group (VNET) stake by 87% in Q2 2026, selling an estimated $11.2M and leaving 176,500 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #3322.

John Overdeck first reported a position in VNET in Q3 2014 and has held it in 26 quarters since. The position peaked at $19.8M in Q1 2025. 160 funds tracked by Wall St. Rank hold VNET as of Q2 2026.

John Overdeck held 176,500 shares of VNET Group worth $1.42M as of Q2 2026.
John Overdeck sold 1,231,800 VNET Group shares in Q2 2026, an estimated $11.2M.
VNET Group made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3322 holding.
John Overdeck first reported a position in VNET Group in Q3 2014 and has held it in 26 quarters since.
John Overdeck's VNET Group position peaked at $19.8M in Q1 2025.
160 funds tracked by Wall St. Rank held VNET Group as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.