KC
VNET

Kadensa Capital’s VNET Group VNET Stock Holding History

Kadensa 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
2026
Q1 		$12M Buy
+1,434,531
New +$15.2M 1.68% 24
2025
Q3 		– Sell
-2,436,603
Closed -$16.8M – 66
2025
Q2 		$16.8M Buy
2,436,603
+1,444,538
+146% +$8.65M 2.68% 13
2025
Q1 		$8.13M Buy
+992,065
New +$9.1M 1.01% 43

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

Kadensa Capital's VNET Position: Q1 2026 in Review

Kadensa Capital opened a new position in VNET Group (VNET) in Q1 2026: 1,434,531 shares worth $12M. The stake represents 1.68% of the portfolio and ranks #24 among its holdings. This is a return to the name: Kadensa Capital previously reported a position in VNET as recently as Q2 2025.

Kadensa Capital first reported a position in VNET in Q1 2025 and has held it in 3 quarters since. The position peaked at $16.8M in Q2 2025. 192 funds tracked by Wall St. Rank hold VNET as of Q1 2026.

  • Kadensa Capital held 1,434,531 shares of VNET Group worth $12M as of Q1 2026.
  • VNET Group was a new Kadensa Capital position in Q1 2026.
  • VNET Group made up 1.68% of Kadensa Capital's portfolio in Q1 2026, its #24 holding.
  • Kadensa Capital first reported a position in VNET Group in Q1 2025 and has held it in 3 quarters since.
  • Kadensa Capital's VNET Group position peaked at $16.8M in Q2 2025.
  • 192 funds tracked by Wall St. Rank held VNET Group as of Q1 2026.

Based on Kadensa Capital's 13F filing for Q1 2026, filed 15 May 2026.