NP
VNET

NS Partners’s VNET Group VNET Stock Holding History

NS 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
2026
Q1 		– Sell
-937,500
Closed -$7.93M – 94
2025
Q4 		$7.93M Buy
937,500
+250,800
+37% +$2.32M 0.31% 63
2025
Q3 		$7.09M Buy
+686,700
New +$5.78M 0.27% 63
2022
Q1 		– Sell
-1,370,827
Closed -$12.4M – 79
2021
Q4 		$12.4M Buy
1,370,827
+320,200
+30% +$4.35M 0.58% 58
2021
Q3 		$18.2M Buy
1,050,627
+570,977
+119% +$10.6M 0.93% 47
2021
Q2 		$11M Buy
479,650
+120,200
+33% +$3.06M 0.58% 59
2021
Q1 		$11.6M Sell
359,450
-120,150
-25% -$4.43M 0.67% 56
2020
Q4 		$16.6M Buy
479,600
+104,900
+28% +$2.76M 0.97% 43
2020
Q3 		$8.68M Buy
374,700
+200
+0.1% +$4.66K 0.57% 55
2020
Q2 		$8.94M Buy
+374,500
New +$6.04M 0.66% 53

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

NS Partners's VNET Position: Q1 2026 in Review

NS Partners sold out of VNET Group (VNET) in Q1 2026, closing a stake of 937,500 shares — an estimated $7.93M sold.

NS Partners first reported a position in VNET in Q2 2020 and held it in 9 quarters. The position peaked at $18.2M in Q3 2021. 192 funds tracked by Wall St. Rank hold VNET as of Q1 2026.

  • NS Partners reported no remaining VNET Group position as of Q1 2026 after selling out during the quarter.
  • NS Partners sold 937,500 VNET Group shares in Q1 2026, an estimated $7.93M.
  • NS Partners first reported a position in VNET Group in Q2 2020 and held it in 9 quarters.
  • NS Partners's VNET Group position peaked at $18.2M in Q3 2021.
  • 192 funds tracked by Wall St. Rank held VNET Group as of Q1 2026.

Based on NS Partners's 13F filing for Q1 2026, filed 11 May 2026.