TC
VNET

Triata Capital’s VNET Group VNET Stock Holding History

Triata Capital’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 		$93.9M Sell
11,187,682
-1,311,128
-10% -$13.9M 17.01% 2
2025
Q4 		$106M Buy
12,498,810
+550,841
+5% +$5.1M 12.82% 2
2025
Q3 		$123M Sell
11,947,969
-277,335
-2% -$2.34M 14.4% 2
2025
Q2 		$84.4M Buy
12,225,304
+7,691,065
+170% +$46.1M 16.47% 2
2025
Q1 		$37.2M Sell
4,534,239
-5,460,843
-55% -$50.1M 8.41% 3
2024
Q4 		$47.4M Buy
+9,995,082
New +$38M 19.62% 2

Other funds holding VNET

Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 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

Triata Capital's VNET Position: Q1 2026 in Review

Triata Capital reduced its VNET Group (VNET) stake by 10% in Q1 2026, selling an estimated $13.9M and leaving 11,187,682 shares worth $93.9M. The position accounts for 17.01% of the portfolio, ranked #2.

Triata Capital first reported a position in VNET in Q4 2024 and has held it in 6 quarters since. The position peaked at $123M in Q3 2025. 192 funds tracked by Wall St. Rank hold VNET as of Q1 2026.

  • Triata Capital held 11,187,682 shares of VNET Group worth $93.9M as of Q1 2026.
  • Triata Capital sold 1,311,128 VNET Group shares in Q1 2026, an estimated $13.9M.
  • VNET Group made up 17.01% of Triata Capital's portfolio in Q1 2026, its #2 holding.
  • Triata Capital first reported a position in VNET Group in Q4 2024 and has held it in 6 quarters since.
  • Triata Capital's VNET Group position peaked at $123M in Q3 2025.
  • 192 funds tracked by Wall St. Rank held VNET Group as of Q1 2026.

Based on Triata Capital's 13F filing for Q1 2026, filed 14 May 2026.