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 Q2	–	Sell	-1,434,531	Closed	-$12M	–	49
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 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

ICM

Infini Capital Management Central, Hong Kong $38.9M AUM

Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

Kadensa Capital's VNET Position: Q2 2026 in Review

Kadensa Capital sold out of VNET Group (VNET) in Q2 2026, closing a stake of 1,434,531 shares — an estimated $12M sold.

Kadensa Capital first reported a position in VNET in Q1 2025 and held it in 3 quarters. The position peaked at $16.8M in Q2 2025. 160 funds tracked by Wall St. Rank hold VNET as of Q2 2026.

Kadensa Capital reported no remaining VNET Group position as of Q2 2026 after selling out during the quarter.
Kadensa Capital sold 1,434,531 VNET Group shares in Q2 2026, an estimated $12M.
Kadensa Capital first reported a position in VNET Group in Q1 2025 and held it in 3 quarters.
Kadensa Capital's VNET Group position peaked at $16.8M in Q2 2025.
160 funds tracked by Wall St. Rank held VNET Group as of Q2 2026.

Based on Kadensa Capital's 13F filing for Q2 2026, filed 14 Aug 2026.