PCMH
VNET

Polymer Capital Management (HK)’s VNET Group VNET Stock Holding History

Polymer Capital Management (HK)’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 		$116K Buy
+14,400
New +$131K 0.01% 143
2025
Q4 		– Sell
-284,851
Closed -$2.94M – 260
2025
Q3 		$2.94M Buy
284,851
+225,341
+379% +$1.9M 0.41% 62
2025
Q2 		$411K Sell
59,510
-702,265
-92% -$4.21M 0.06% 126
2025
Q1 		$6.25M Buy
761,775
+563,128
+283% +$5.16M 1.06% 31
2024
Q4 		$942K Buy
+198,647
New +$755K 0.16% 118

Other funds holding VNET

Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
TC
Triata Capital Hong Kong $588M AUM 8.92% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ICM
Infini Capital Management Central, Hong Kong $38.9M AUM
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

Polymer Capital Management (HK)'s VNET Position: Q2 2026 in Review

Polymer Capital Management (HK) opened a new position in VNET Group (VNET) in Q2 2026: 14,400 shares worth $116K. The stake represents 0.01% of the portfolio and ranks #143 among its holdings. This is a return to the name: Polymer Capital Management (HK) previously reported a position in VNET as recently as Q3 2025.

Polymer Capital Management (HK) first reported a position in VNET in Q4 2024 and has held it in 5 quarters since. The position peaked at $6.25M in Q1 2025. 161 funds tracked by Wall St. Rank hold VNET as of Q2 2026.

  • Polymer Capital Management (HK) held 14,400 shares of VNET Group worth $116K as of Q2 2026.
  • VNET Group was a new Polymer Capital Management (HK) position in Q2 2026.
  • VNET Group made up 0.01% of Polymer Capital Management (HK)'s portfolio in Q2 2026, its #143 holding.
  • Polymer Capital Management (HK) first reported a position in VNET Group in Q4 2024 and has held it in 5 quarters since.
  • Polymer Capital Management (HK)'s VNET Group position peaked at $6.25M in Q1 2025.
  • 161 funds tracked by Wall St. Rank held VNET Group as of Q2 2026.

Based on Polymer Capital Management (HK)'s 13F filing for Q2 2026, filed 13 Aug 2026.