SM
VNET

Senvest Management’s VNET Group VNET Stock Holding History

Senvest 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
Q2 		$24.9M Buy
3,099,637
+320,000
+12% +$2.91M 0.73% 31
2026
Q1 		$23.3M Buy
2,779,637
+1,887,883
+212% +$20M 0.77% 31
2025
Q4 		$7.54M Buy
+891,754
New +$8.26M 0.23% 40

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
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Senvest Management's VNET Position: Q2 2026 in Review

Senvest Management increased its VNET Group (VNET) stake by 12% in Q2 2026, buying an estimated $2.91M and bringing the position to 3,099,637 shares worth $24.9M. The position accounts for 0.73% of the portfolio, ranked #31.

Senvest Management first reported a position in VNET in Q4 2025 and has held it in 3 quarters since. 160 funds tracked by Wall St. Rank hold VNET as of Q2 2026.

  • Senvest Management held 3,099,637 shares of VNET Group worth $24.9M as of Q2 2026.
  • Senvest Management bought 320,000 VNET Group shares in Q2 2026, an estimated $2.91M.
  • VNET Group made up 0.73% of Senvest Management's portfolio in Q2 2026, its #31 holding.
  • Senvest Management first reported a position in VNET Group in Q4 2025 and has held it in 3 quarters since.
  • 160 funds tracked by Wall St. Rank held VNET Group as of Q2 2026.

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