Thomas Steyer’s VNET Group VNET Stock Holding History

Thomas Steyer’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	$16M	Buy	1,992,000 +1,368,653	+220%	+$12.4M	0.07%	54
2026 Q1	$5.23M	Sell	623,347 -5,662,039	-90%	-$60M	0.03%	72
2025 Q4	$53.2M	Buy	6,285,386 +796,266	+15%	+$7.38M	0.23%	54
2025 Q3	$56.7M	Buy	5,489,120 +2,495,000	+83%	+$21M	0.23%	55
2025 Q2	$20.7M	Buy	2,994,120 +555,000	+23%	+$3.32M	0.09%	68
2025 Q1	$20M	Buy	2,439,120 +1,789,120	+275%	+$16.4M	0.1%	67
2024 Q4	$3.08M	Hold	650,000	–	–	0.01%	91
2024 Q3	$2.65M	Hold	650,000	–	–	0.01%	100
2024 Q2	$1.36M	Hold	650,000	–	–	0.01%	106
2024 Q1	$1.01M	Sell	650,000 -1,125,000	-63%	-$2.08M	﹤0.01%	121
2023 Q4	$5.09M	Hold	1,775,000	–	–	0.02%	91
2023 Q3	$5.56M	Hold	1,775,000	–	–	0.03%	96
2023 Q2	$5.15M	Hold	1,775,000	–	–	0.03%	102
2023 Q1	$5.75M	Hold	1,775,000	–	–	0.03%	118
2022 Q4	$10.1M	Buy	1,775,000 +950,000	+115%	+$4.89M	0.06%	105
2022 Q3	$4.54M	Buy	+825,000	New	+$4.35M	0.02%	181
2014 Q3	–	Sell	-1,460,000	Closed	-$43.8M	–	93
2014 Q2	$43.8M	Buy	+1,460,000	New	+$38.4M	0.63%	42

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

Thomas Steyer's VNET Position: Q2 2026 in Review

Thomas Steyer increased its VNET Group (VNET) stake by 220% in Q2 2026, buying an estimated $12.4M and bringing the position to 1,992,000 shares worth $16M. The position accounts for 0.07% of the portfolio, ranked #54.

Thomas Steyer first reported a position in VNET in Q2 2014 and has held it in 17 quarters since. The position peaked at $56.7M in Q3 2025. 160 funds tracked by Wall St. Rank hold VNET as of Q2 2026.

Thomas Steyer held 1,992,000 shares of VNET Group worth $16M as of Q2 2026.
Thomas Steyer bought 1,368,653 VNET Group shares in Q2 2026, an estimated $12.4M.
VNET Group made up 0.07% of Thomas Steyer's portfolio in Q2 2026, its #54 holding.
Thomas Steyer first reported a position in VNET Group in Q2 2014 and has held it in 17 quarters since.
Thomas Steyer's VNET Group position peaked at $56.7M in Q3 2025.
160 funds tracked by Wall St. Rank held VNET Group as of Q2 2026.

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