Position in VNET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$28,392,013
+$7,189,024 QoQ
Shares Held
3,531,345
+39.7% QoQ
Ownership
1.24%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#11
of 160 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VNET Over Time
Shares Held
Position Value (USD)
Derivatives in VNET
reported options exposure · as of Mar 31, 2026CallValue
$1,048,750
CallShares
125,000
PutValue
$1,048,750
PutShares
125,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Information Technology Services
Technology · as of Jun 30, 2026D. E. Shaw & Co., Inc. holds $1,576,495,227 across 47 Information Technology Services names. VNET ranks #15 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CIFR |
Cipher Digital Inc.
|
14,507,309 | $355,429,070 | |
| 2 | APLD |
Applied Digital Corp.
|
3,033,821 | $113,161,523 | |
| 3 | IT |
Gartner Inc
|
804,821 | $104,320,898 | |
| 4 | KD |
Kyndryl Holdings, Inc.
|
8,862,810 | $100,238,381 | |
| 5 | INGM |
Ingram Micro Holding Corp
|
3,640,415 | $99,856,582 | |
| 6 | IBM |
International Business Machines Corp
|
338,010 | $95,051,791 | |
| 7 | EXLS |
ExlService Holdings, Inc.
|
3,255,149 | $84,178,152 | |
| 8 | CACI |
Caci International Inc /De/
|
157,665 | $73,039,887 |
All Filings in VNET
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,392,013 | 3,531,345 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,048,750 | 125,000 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $21,202,989 | 2,527,174 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $1,048,750 | 125,000 | Call | Defined | 2026-05-15 | |
| 2025-12-31 | $236,643 | 27,972 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $1,057,500 | 125,000 | Put | Defined | 2026-02-17 | |
| 2025-12-31 | $1,229,238 | 145,300 | Call | Defined | 2026-02-17 | |
| 2025-06-30 | $8,799,480 | 1,275,287 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $23,754,227 | 2,896,857 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $7,183,000 | 1,515,401 | Shares | Defined | 2025-02-14 | |
| 2024-03-31 | $263,500 | 170,000 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $76,415 | 49,300 | Shares | Defined | 2024-05-15 | |
| 2023-03-31 | $157,250 | 48,534 | Shares | Defined | 2023-05-15 | |
| 2022-06-30 | $1,235,391 | 204,535 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,084,230 | 357,501 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $211,302 | 23,400 | Call | Defined | 2022-02-14 | |
| 2021-12-31 | $292,897 | 32,436 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $489,873 | 28,300 | Call | Defined | 2021-11-15 | |
| 2021-06-30 | $245,565 | 10,700 | Call | Defined | 2021-08-16 | |
| 2021-06-30 | $236,912 | 10,323 | Shares | Defined | 2021-08-16 | |
| 2021-06-30 | $273,105 | 11,900 | Put | Defined | 2021-08-16 | |
| 2021-03-31 | $960,440 | 29,735 | Shares | Defined | 2021-05-17 | |
| 2021-03-31 | $1,537,480 | 47,600 | Put | Defined | 2021-05-17 | |
| 2020-09-30 | $5,071,275 | 218,967 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $5,875,286 | 246,240 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $832,556 | 60,069 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||