Light Street Capital Management’s VNET Group VNET Stock Holding History

Light Street Capital Management’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
2020 Q3	–	Sell	-1,994,700	Closed	-$47.6M	–	51
2020 Q2	$47.6M	Buy	+1,994,700	New	+$32.2M	1.98%	23
2016 Q1	–	Sell	-500,000	Closed	-$10.6M	–	30
2015 Q4	$10.6M	Sell	500,000 -752,652	-60%	-$15.1M	1.38%	22
2015 Q3	$22.9M	Sell	1,252,652 -597,348	-32%	-$11.4M	3.42%	13
2015 Q2	$38M	Hold	1,850,000	–	–	5.25%	5
2015 Q1	$32.7M	Buy	1,850,000 +155,928	+9%	+$2.7M	5.12%	7
2014 Q4	$26.2M	Buy	+1,694,072	New	+$31.2M	4.67%	5
2014 Q2	–	Sell	-100,000	Closed	-$2.87M	–	49
2014 Q1	$2.87M	Buy	+100,000	New	+$2.5M	0.53%	33
2013 Q4	–	Sell	-760,000	Closed	-$12.5M	–	50
2013 Q3	$12.5M	Sell	760,000 -40,000	-5%	-$552K	3.95%	6
2013 Q2	$9.06M	Buy	+800,000	New	+$7.77M	3.87%	8

Other funds holding VNET

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TT International London, United Kingdom $1.94B AUM

SCH

Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return

BTP

Bloom Tree Partners New York $215M AUM 17.45% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Light Street Capital Management's VNET Position: Q3 2020 in Review

Light Street Capital Management sold out of VNET Group (VNET) in Q3 2020, closing a stake of 1,994,700 shares — an estimated $47.6M sold.

Light Street Capital Management first reported a position in VNET in Q2 2013 and held it in 9 quarters. The position peaked at $47.6M in Q2 2020. 140 funds tracked by Wall St. Rank hold VNET as of Q3 2020.

Light Street Capital Management reported no remaining VNET Group position as of Q3 2020 after selling out during the quarter.
Light Street Capital Management sold 1,994,700 VNET Group shares in Q3 2020, an estimated $47.6M.
Light Street Capital Management first reported a position in VNET Group in Q2 2013 and held it in 9 quarters.
Light Street Capital Management's VNET Group position peaked at $47.6M in Q2 2020.
140 funds tracked by Wall St. Rank held VNET Group as of Q3 2020.

Based on Light Street Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.