Oasis Management Company’s VNET Group VNET Stock Holding History

Oasis Management Company’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	$27.7M	Sell	3,449,188 -1,170,000	-25%	-$10.6M	1.48%	10
2026 Q1	$38.8M	Buy	4,619,188 +1,170,000	+34%	+$12.4M	2.26%	8
2025 Q4	$29.2M	Hold	3,449,188	–	–	1.89%	8
2025 Q3	$35.6M	Sell	3,449,188 -39,001	-1%	-$328K	3.43%	7
2025 Q2	$24.1M	Buy	3,488,189 +4,001	+0.1%	+$24K	2.75%	6
2025 Q1	$28.6M	Buy	3,484,188 +79,788	+2%	+$732K	5.42%	5
2024 Q4	$16.1M	Hold	3,404,400	–	–	3.41%	7
2024 Q3	$13.9M	Hold	3,404,400	–	–	2.99%	8
2024 Q2	$7.13M	Hold	3,404,400	–	–	1.61%	13
2024 Q1	$5.28M	Hold	3,404,400	–	–	1.56%	17
2023 Q4	$9.77M	Hold	3,404,400	–	–	1.8%	14
2023 Q3	$10.7M	Sell	3,404,400 -21,000	-0.6%	-$63.1K	0.47%	12
2023 Q2	$9.93M	Buy	3,425,400 +20,000	+0.6%	+$60.8K	2.7%	13
2023 Q1	$11M	Hold	3,405,400	–	–	1.77%	14
2022 Q4	$19.3M	Sell	3,405,400 -5,000	-0.1%	-$25.7K	3.84%	7
2022 Q3	$18.8M	Buy	3,410,400 +780,100	+30%	+$4.11M	3.15%	9
2022 Q2	$15.9M	Buy	2,630,300 +2,625,200	+51,475%	+$15.5M	2.8%	8
2022 Q1	$30K	Buy	+5,100	New	+$39.2K	﹤0.01%	97
2021 Q4	–	Sell	-13,000	Closed	-$225K	–	87
2021 Q3	$225K	Hold	13,000	–	–	0.04%	61
2021 Q2	$298K	Sell	13,000 -100	-0.8%	-$2.55K	0.06%	66
2021 Q1	$423K	Buy	+13,100	New	+$482K	0.08%	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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Oasis Management Company's VNET Position: Q2 2026 in Review

Oasis Management Company reduced its VNET Group (VNET) stake by 25% in Q2 2026, selling an estimated $10.6M and leaving 3,449,188 shares worth $27.7M. The position accounts for 1.48% of the portfolio, ranked #10.

Oasis Management Company first reported a position in VNET in Q1 2021 and has held it in 21 quarters since. The position peaked at $38.8M in Q1 2026. 160 funds tracked by Wall St. Rank hold VNET as of Q2 2026.

Oasis Management Company held 3,449,188 shares of VNET Group worth $27.7M as of Q2 2026.
Oasis Management Company sold 1,170,000 VNET Group shares in Q2 2026, an estimated $10.6M.
VNET Group made up 1.48% of Oasis Management Company's portfolio in Q2 2026, its #10 holding.
Oasis Management Company first reported a position in VNET Group in Q1 2021 and has held it in 21 quarters since.
Oasis Management Company's VNET Group position peaked at $38.8M in Q1 2026.
160 funds tracked by Wall St. Rank held VNET Group as of Q2 2026.

Based on Oasis Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.