Position in VNET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$11,815,637
+$9,614,462 QoQ
Shares Held
1,408,300
+341.5% QoQ
Ownership
0.495%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 95.06497195199887.ToString("F0")%
Shared 0.ToString("F0")%
None 4.935028048001136.ToString("F0")%
Common Shares in VNET Over Time
Shares Held
Position Value (USD)
Derivatives in VNET
reported options exposure · as of Jun 30, 2021CallValue
$250,155
CallShares
10,900
PutValue
$0
PutShares
0
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 Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $896,126,187 across 37 Information Technology Services names. VNET ranks #11 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IT |
Gartner Inc
|
1,127,145 | $178,472,139 | |
| 2 | ACN |
Accenture plc
|
818,604 | $162,320,987 | |
| 3 | CDW |
CDW Corp
|
1,018,674 | $123,279,927 | |
| 4 | EXLS |
ExlService Holdings, Inc.
|
3,709,632 | $112,958,294 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
362,597 | $58,914,760 | |
| 6 | LDOS |
Leidos Holdings, Inc.
|
267,078 | $41,535,970 | |
| 7 | CIFR |
Cipher Digital Inc.
|
3,007,262 | $38,703,461 | |
| 8 | APLD |
Applied Digital Corp.
|
1,592,602 | $37,808,371 |
All Filings in VNET
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,815,637 | 1,408,300 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $2,201,175 | 319,011 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $19,836,849 | 2,419,128 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,910,976 | 614,130 | Shares | Sole | 2025-02-14 | |
| 2023-03-31 | $99,471 | 30,701 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $397,937 | 70,183 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $377,515 | 64,754 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,772,877 | 196,332 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $250,155 | 10,900 | Call | Sole | 2021-08-16 | |
| 2020-09-30 | $1,746,981 | 75,431 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $825,030 | 59,526 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||