Which hedge funds own VNET? VNET GROUP INC, Q2 2026 13F holders
43 tracked hedge funds disclosed a position in VNET (VNET GROUP INC) in their Q2 2026 13F filings, worth $588.6m in total. The largest holder by portfolio weight is Infini Capital Management Ltd at 100.0% of its book. 13 opened a new position this quarter: CoreView Capital Management Ltd, Hel Ved Capital Management Ltd, Greenwoods Asset Management Hong Kong Ltd., Lighthouse Investment Partners, LLC. 17 exited: Hidden Lake Asset Management LP, Discovery Capital Management, LLC, KADENSA CAPITAL Ltd.
- 43
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 13
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 17
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $40.4m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $96.4m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $589m
- Combined value Sum of the holders' reported positions in the security.
- 3.5%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Hidden Lake Asset Management LP | 7.4% | $11.1m |
| Discovery Capital Management, LLC | 2.6% | $50.4m |
| KADENSA CAPITAL Ltd | 1.7% | $12.0m |
| Nishkama Capital, LLC | 0.8% | $5.6m |
| KR Capital LP | 0.3% | $1.6m |
| Ghisallo Capital Management LLC | 0.3% | $10.5m |
| Aperture Investors, LLC | 0.2% | $1.6m |
| Scientech Research LLC | 0.1% | $142k |
| Hhlr Advisors, Ltd. | 0.03% | $546k |
| Atom Investors LP | 0.03% | $435k |
| BTG Pactual Asset Management US LLC | 0.02% | $224k |
| Caxton Associates LLP | 0.01% | $453k |
| Gsa Capital Partners LLP | 0.01% | $169k |
| Tairen Capital Ltd | 0.01% | $91.5k |
| Weiss Asset Management LP | 0.01% | $513k |
| Caption Management, LLC | 0.01% | $165k |
| ExodusPoint Capital Management, LP | 0.01% | $765k |
Ownership over time
Who discovered VNET first? Beta
The run: Q1 2024 → Q3 2025, +566%
| Ares Management LLC | Q1 2023 | 0.2% | −0.2 pts |
| Anson Funds Management LP | Q1 2023 | 0.03% | −0.5 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.