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
Q2 		$94.6M Buy
11,763,935
+576,253
+5% +$5.23M 16.08% 2
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 $90.7B AUM 77.13% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Triata Capital's VNET Position: Q2 2026 in Review

Triata Capital increased its VNET Group (VNET) stake by 5.2% in Q2 2026, buying an estimated $5.23M and bringing the position to 11,763,935 shares worth $94.6M. The position accounts for 16.08% of the portfolio, ranked #2.

Triata Capital first reported a position in VNET in Q4 2024 and has held it in 7 quarters since. The position peaked at $123M in Q3 2025. 161 funds tracked by Wall St. Rank hold VNET as of Q2 2026.

  • Triata Capital held 11,763,935 shares of VNET Group worth $94.6M as of Q2 2026.
  • Triata Capital bought 576,253 VNET Group shares in Q2 2026, an estimated $5.23M.
  • VNET Group made up 16.08% of Triata Capital's portfolio in Q2 2026, its #2 holding.
  • Triata Capital first reported a position in VNET Group in Q4 2024 and has held it in 7 quarters since.
  • Triata Capital's VNET Group position peaked at $123M in Q3 2025.
  • 161 funds tracked by Wall St. Rank held VNET Group as of Q2 2026.

Based on Triata Capital's 13F filing for Q2 2026, filed 13 Aug 2026.