Position in VNET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$56,981,616
+$22,706,011 QoQ
Shares Held
6,791,611
+67.6% QoQ
Ownership
2.43%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in VNET Over Time
Shares Held
Position Value (USD)
Derivatives in VNET
reported options exposure · as of Sep 30, 2025CallValue
$2,066,000
CallShares
200,000
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, 2026Balyasny Asset Management L.P. holds $323,475,091 across 31 Information Technology Services names. VNET ranks #1 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VNET |
VNET Group, Inc.
This page
|
6,791,611 | $56,981,616 | |
| 2 | JKHY |
Jack Henry & Associates Inc
|
322,342 | $50,942,929 | |
| 3 | CTSH |
Cognizant Technology Solutions Corp
|
766,681 | $47,035,879 | |
| 4 | CACI |
Caci International Inc /De/
|
57,409 | $31,223,032 | |
| 5 | GDS |
GDS Holdings Ltd
|
550,485 | $22,179,040 | |
| 6 | DXC |
DXC Technology Co
|
1,367,206 | $17,185,779 | |
| 7 | INFY |
Infosys Ltd
|
1,081,011 | $14,604,458 | |
| 8 | CDW |
CDW Corp
|
116,776 | $14,132,231 |
All Filings in VNET
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,981,616 | 6,791,611 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $34,275,605 | 4,051,490 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $47,378,514 | 4,586,497 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $2,066,000 | 200,000 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $1,380,000 | 200,000 | Call | Sole | 2025-08-14 | |
| 2025-06-30 | $21,092,175 | 3,056,837 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,460,000 | 300,000 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $14,953,282 | 1,823,571 | Shares | Sole | 2025-05-15 | |
| 2024-03-31 | $1,359,756 | 877,262 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,355,501 | 472,300 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,270,487 | 1,364,373 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,480,072 | 1,200,025 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,123,376 | 346,721 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,701,000 | 300,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,897,701 | 708,673 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,801,786 | 463,872 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,475,131 | 767,604 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,766,585 | 860,087 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,491,732 | 490,568 | Shares | Sole | 2021-12-01 | |
| 2021-06-30 | $2,772,314 | 120,798 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $11,184,262 | 346,262 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $18,504,756 | 533,432 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $6,302,461 | 272,127 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $668,819 | 28,031 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||