Position in VNET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,988,427
-$44,993,189 QoQ
Shares Held
1,491,098
-78.0% QoQ
Ownership
0.524%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#26
of 160 holders
Holding Since
Jun 2020
22 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 Jun 30, 2026CallValue
$804,000
CallShares
100,000
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 Jun 30, 2026Balyasny Asset Management L.P. holds $229,424,267 across 26 Information Technology Services names. VNET ranks #7 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APLD |
Applied Digital Corp.
|
1,336,486 | $49,850,927 | |
| 2 | JKHY |
Jack Henry & Associates Inc
|
350,942 | $48,338,751 | |
| 3 | IT |
Gartner Inc
|
308,288 | $39,960,290 | |
| 4 | IBM |
International Business Machines Corp
|
55,009 | $15,469,080 | |
| 5 | KD |
Kyndryl Holdings, Inc.
|
1,084,033 | $12,260,413 | |
| 6 | EXLS |
ExlService Holdings, Inc.
|
465,216 | $12,030,485 | |
| 7 | VNET |
VNET Group, Inc.
This page
|
1,491,098 | $11,988,427 | |
| 8 | G |
Genpact LTD
|
380,006 | $10,450,165 |
All Filings in VNET
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,988,427 | 1,491,098 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $804,000 | 100,000 | Call | Sole | 2026-08-14 | |
| 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 | $192,592 | 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. | ||||||