PHK
VNET

Point72 Hong Kong’s VNET Group VNET Stock Holding History

Point72 Hong Kong’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 		$52M Buy
5,037,631
+3,186,692
+172% +$26.8M 2.39% 6
2025
Q2 		$12.8M Sell
1,850,939
-3,942,745
-68% -$23.6M 0.83% 23
2025
Q1 		$47.5M Buy
+5,793,684
New +$53.1M 3.03% 4
2023
Q3 		– Sell
-2,271,044
Closed -$6.59M – 61
2023
Q2 		$6.59M Buy
+2,271,044
New +$6.9M 1.65% 15
2023
Q1 		– Sell
-243,771
Closed -$1.38M – 52
2022
Q4 		$1.38M Sell
243,771
-242,871
-50% -$1.25M 0.45% 27
2022
Q3 		$2.68M Buy
486,642
+341,504
+235% +$1.8M 0.09% 269
2022
Q2 		$877K Sell
145,138
-46,584
-24% -$276K 0.03% 566
2022
Q1 		$1.12M Sell
191,722
-8,937
-4% -$68.6K 0.04% 472
2021
Q4 		$1.81M Buy
200,659
+57,174
+40% +$777K 0.06% 366
2021
Q3 		$2.48M Buy
+143,485
New +$2.67M 0.08% 360
2021
Q2 		– Sell
-230,399
Closed -$7.44M – 2384
2021
Q1 		$7.44M Sell
230,399
-151,854
-40% -$5.59M 0.25% 53
2020
Q4 		$13.3M Buy
382,253
+267,260
+232% +$7.02M 0.6% 17
2020
Q3 		$2.66M Buy
+114,993
New +$2.68M 0.28% 82
2019
Q1 		– Sell
-150,000
Closed -$1.3M – 1295
2018
Q4 		$1.3M Sell
150,000
-40,334
-21% -$399K 0.61% 21
2018
Q3 		$1.92M Buy
+190,334
New +$1.86M 0.66% 30
2014
Q2 		– Sell
-1
Closed – – 23
2014
Q1 		$0 Sell
1
-126,229
-100% -$3.15M ﹤0.01% 23
2013
Q4 		$2.97M Buy
+126,230
New +$2.42M 2.01% 9

Other funds holding VNET

TC
Triata Capital Hong Kong $552M AUM 2.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
ICM
Infini Capital Management Central, Hong Kong $12.4M AUM 53.5% 1-Year Est. Return
OCMH
Oxbow Capital Management (HK) Hong Kong $371M AUM 383.45% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Point72 Hong Kong's VNET Position: Q3 2025 in Review

Point72 Hong Kong increased its VNET Group (VNET) stake by 172% in Q3 2025, buying an estimated $26.8M and bringing the position to 5,037,631 shares worth $52M. The position accounts for 2.39% of the portfolio, ranked #6.

Point72 Hong Kong first reported a position in VNET in Q4 2013 and has held it in 17 quarters since. 167 funds tracked by Wall St. Rank hold VNET as of Q3 2025.

  • Point72 Hong Kong held 5,037,631 shares of VNET Group worth $52M as of Q3 2025.
  • Point72 Hong Kong bought 3,186,692 VNET Group shares in Q3 2025, an estimated $26.8M.
  • VNET Group made up 2.39% of Point72 Hong Kong's portfolio in Q3 2025, its #6 holding.
  • Point72 Hong Kong first reported a position in VNET Group in Q4 2013 and has held it in 17 quarters since.
  • 167 funds tracked by Wall St. Rank held VNET Group as of Q3 2025.

Based on Point72 Hong Kong's 13F filing for Q3 2025, filed 14 Nov 2025.