Maso Capital Partners’s VNET Group VNET Stock Holding History

Maso Capital Partners’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
2025 Q3	$775K	Buy	+75,000	New	+$632K	1.27%	14
2025 Q1	–	Sell	-1,728,771	Closed	-$8.19M	–	41
2024 Q4	$8.19M	Sell	1,728,771 -125,000	-7%	-$475K	10.35%	4
2024 Q3	$7.56M	Hold	1,853,771	–	–	7.08%	5
2024 Q2	$3.88M	Hold	1,853,771	–	–	4.05%	4
2024 Q1	$2.87M	Buy	1,853,771 +250,000	+16%	+$461K	2.12%	10
2023 Q4	$4.6M	Buy	1,603,771 +73,937	+5%	+$222K	3.98%	7
2023 Q3	$4.79M	Hold	1,529,834	–	–	2.61%	10
2023 Q2	$4.44M	Buy	1,529,834 +250,000	+20%	+$760K	1.95%	11
2023 Q1	$4.15M	Buy	1,279,834 +350,000	+38%	+$1.71M	2.75%	10
2022 Q4	$5.27M	Buy	929,834 +279,834	+43%	+$1.44M	1.91%	7
2022 Q3	$3.58M	Buy	+650,000	New	+$3.42M	0.83%	11

Other funds holding VNET

Triata Capital Hong Kong $588M AUM 8.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

ICM

Infini Capital Management Central, Hong Kong $38.9M AUM

OCMH

Oxbow Capital Management (HK) Hong Kong $355M AUM 567.47% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

PHK

Point72 Hong Kong Hong Kong $2.18B AUM 89.02% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Maso Capital Partners's VNET Position: Q3 2025 in Review

Maso Capital Partners opened a new position in VNET Group (VNET) in Q3 2025: 75,000 shares worth $775K. The stake represents 1.27% of the portfolio and ranks #14 among its holdings. This is a return to the name: Maso Capital Partners previously reported a position in VNET as recently as Q4 2024.

Maso Capital Partners first reported a position in VNET in Q3 2022 and has held it in 11 quarters since. The position peaked at $8.19M in Q4 2024. 167 funds tracked by Wall St. Rank hold VNET as of Q3 2025.

Maso Capital Partners held 75,000 shares of VNET Group worth $775K as of Q3 2025.
VNET Group was a new Maso Capital Partners position in Q3 2025.
VNET Group made up 1.27% of Maso Capital Partners's portfolio in Q3 2025, its #14 holding.
Maso Capital Partners first reported a position in VNET Group in Q3 2022 and has held it in 11 quarters since.
Maso Capital Partners's VNET Group position peaked at $8.19M in Q4 2024.
167 funds tracked by Wall St. Rank held VNET Group as of Q3 2025.

Based on Maso Capital Partners's 13F filing for Q3 2025, filed 14 Nov 2025.