JC
VNET

Joho Capital’s VNET Group VNET Stock Holding History

Joho Capital’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
2015
Q1 		– Sell
-800,375
Closed -$12.4M – 10
2014
Q4 		$12.4M Sell
800,375
-364,917
-31% -$6.73M 2.37% 10
2014
Q3 		$21M Sell
1,165,292
-437,642
-27% -$11.5M 3.55% 9
2014
Q2 		$48M Sell
1,602,934
-80,283
-5% -$2.11M 7.33% 6
2014
Q1 		$48.3M Sell
1,683,217
-632,565
-27% -$15.8M 7.72% 6
2013
Q4 		$54.5M Buy
2,315,782
+166,000
+8% +$3.18M 3.73% 11
2013
Q3 		$35.5M Hold
2,149,782
– – 2.66% 12
2013
Q2 		$24.4M Buy
+2,149,782
New +$20.9M 2.09% 12

Other funds holding VNET

Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
HIM
Hillhouse Investment Management Grand Cayman, Cayman Islands $3.13B AUM 7.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSCM
Light Street Capital Management Palo Alto, California $534M AUM 59.08% 1-Year Est. Return
OIA
Oechsle International Advisors Boston, Massachusetts $61.6M AUM 10.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Joho Capital's VNET Position: Q1 2015 in Review

Joho Capital sold out of VNET Group (VNET) in Q1 2015, closing a stake of 800,375 shares — an estimated $12.4M sold.

Joho Capital first reported a position in VNET in Q2 2013 and held it in 7 quarters. The position peaked at $54.5M in Q4 2013. 76 funds tracked by Wall St. Rank hold VNET as of Q1 2015.

  • Joho Capital reported no remaining VNET Group position as of Q1 2015 after selling out during the quarter.
  • Joho Capital sold 800,375 VNET Group shares in Q1 2015, an estimated $12.4M.
  • Joho Capital first reported a position in VNET Group in Q2 2013 and held it in 7 quarters.
  • Joho Capital's VNET Group position peaked at $54.5M in Q4 2013.
  • 76 funds tracked by Wall St. Rank held VNET Group as of Q1 2015.

Based on Joho Capital's 13F filing for Q1 2015, filed 15 May 2015.