MY.Alpha Management HK Advisors’s VNET Group VNET Stock Holding History

MY.Alpha Management HK Advisors’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 Q2	–	Sell	-1,339,472	Closed	-$11M	–	22
2025 Q1	$11M	Sell	1,339,472 -2,058,755	-61%	-$18.9M	5.46%	8
2024 Q4	$16.1M	Sell	3,398,227 -1,338,571	-28%	-$5.09M	7.08%	7
2024 Q3	$19.3M	Sell	4,736,798 -709,075	-13%	-$1.71M	6.9%	5
2024 Q2	$11.4M	Sell	5,445,873 -13,737	-0.3%	-$26.3K	4.3%	11
2024 Q1	$8.46M	Sell	5,459,610 -932,778	-15%	-$1.72M	3.18%	13
2023 Q4	$18.3M	Sell	6,392,388 -225,437	-3%	-$678K	9.48%	5
2023 Q3	$19.2M	Hold	6,617,825	–	–	8.7%	5
2023 Q2	$19.2M	Sell	6,617,825 -387,875	-6%	-$1.18M	8.7%	5
2023 Q1	$22.7M	Buy	7,005,700 +393,945	+6%	+$1.93M	7.35%	6
2022 Q4	$37.3M	Buy	6,611,755 +3,260,148	+97%	+$16.8M	12.71%	2
2022 Q3	$18.4M	Buy	3,351,607 +2,593,775	+342%	+$13.7M	5.34%	9
2022 Q2	$4.55M	Buy	+757,832	New	+$4.49M	1.2%	18

Other funds holding VNET

Triata Capital Hong Kong $552M AUM 2.89% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

ICM

Infini Capital Management Central, Hong Kong $12.4M AUM 53.5% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

OCMH

Oxbow Capital Management (HK) Hong Kong $371M AUM 383.45% 1-Year Est. Return

OMC

Oasis Management Company Grand Cayman, Cayman Islands $1.72B AUM 32.1% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

MY.Alpha Management HK Advisors's VNET Position: Q2 2025 in Review

MY.Alpha Management HK Advisors sold out of VNET Group (VNET) in Q2 2025, closing a stake of 1,339,472 shares — an estimated $11M sold.

MY.Alpha Management HK Advisors first reported a position in VNET in Q2 2022 and held it in 12 quarters. The position peaked at $37.3M in Q4 2022. 153 funds tracked by Wall St. Rank hold VNET as of Q2 2025.

MY.Alpha Management HK Advisors reported no remaining VNET Group position as of Q2 2025 after selling out during the quarter.
MY.Alpha Management HK Advisors sold 1,339,472 VNET Group shares in Q2 2025, an estimated $11M.
MY.Alpha Management HK Advisors first reported a position in VNET Group in Q2 2022 and held it in 12 quarters.
MY.Alpha Management HK Advisors's VNET Group position peaked at $37.3M in Q4 2022.
153 funds tracked by Wall St. Rank held VNET Group as of Q2 2025.

Based on MY.Alpha Management HK Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.