Point72 Asset Management
VNET

Point72 Asset Management’s VNET Group VNET Stock Holding History

Point72 Asset 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
2026
Q1 		$135M Buy
16,113,395
+4,430,554
+38% +$47M 0.17% 117
2025
Q4 		$98.8M Buy
11,682,841
+8,050,084
+222% +$74.6M 0.11% 183
2025
Q3 		$37.5M Buy
3,632,757
+1,366,957
+60% +$11.5M 0.06% 331
2025
Q2 		$15.6M Sell
2,265,800
-6,122,602
-73% -$36.7M 0.03% 585
2025
Q1 		$68.8M Buy
8,388,402
+7,962,502
+1,870% +$73M 0.16% 160
2024
Q4 		$2.02M Buy
+425,900
New +$1.62M ﹤0.01% 1245
2024
Q3 		– Sell
-3,100
Closed -$6.5K – 2371
2024
Q2 		$6.5K Buy
+3,100
New +$5.94K ﹤0.01% 1788
2023
Q4 		– Sell
-9,141
Closed -$28.6K – 2878
2023
Q3 		$28.6K Sell
9,141
-170,959
-95% -$514K ﹤0.01% 2239
2023
Q2 		$522K Buy
+180,100
New +$548K ﹤0.01% 1254
2023
Q1 		– Sell
-186,300
Closed -$1.06M – 2564
2022
Q4 		$1.06M Buy
186,300
+131,400
+239% +$677K ﹤0.01% 1037
2022
Q3 		$302K Buy
54,900
+54,000
+6,000% +$284K ﹤0.01% 1229
2022
Q2 		$5K Hold
900
– – ﹤0.01% 1363
2022
Q1 		$5K Sell
900
-157,400
-99% -$1.21M ﹤0.01% 1130
2021
Q4 		$1.43M Sell
158,300
-1,356,312
-90% -$18.4M 0.01% 866
2021
Q3 		$26.2M Buy
1,514,612
+298,512
+25% +$5.56M 0.12% 237
2021
Q2 		$27.9M Sell
1,216,100
-339,200
-22% -$8.64M 0.13% 212
2021
Q1 		$50.2M Sell
1,555,300
-206,886
-12% -$7.62M 0.23% 104
2020
Q4 		$61.1M Buy
1,762,186
+113,548
+7% +$2.98M 0.3% 72
2020
Q3 		$38.2M Buy
+1,648,638
New +$38.4M 0.2% 135
2019
Q2 		– Sell
-32,829
Closed -$261K – 1547
2019
Q1 		$261K Sell
32,829
-94,321
-74% -$844K ﹤0.01% 915
2018
Q4 		$1.1M Buy
+127,150
New +$1.26M 0.01% 796

Other funds holding VNET

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

Point72 Asset Management's VNET Position: Q1 2026 in Review

Point72 Asset Management increased its VNET Group (VNET) stake by 38% in Q1 2026, buying an estimated $47M and bringing the position to 16,113,395 shares worth $135M. The position accounts for 0.17% of the portfolio, ranked #117.

Point72 Asset Management first reported a position in VNET in Q4 2018 and has held it in 21 quarters since. 192 funds tracked by Wall St. Rank hold VNET as of Q1 2026.

  • Point72 Asset Management held 16,113,395 shares of VNET Group worth $135M as of Q1 2026.
  • Point72 Asset Management bought 4,430,554 VNET Group shares in Q1 2026, an estimated $47M.
  • VNET Group made up 0.17% of Point72 Asset Management's portfolio in Q1 2026, its #117 holding.
  • Point72 Asset Management first reported a position in VNET Group in Q4 2018 and has held it in 21 quarters since.
  • 192 funds tracked by Wall St. Rank held VNET Group as of Q1 2026.

Based on Point72 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.