Position in VNET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$135,191,384
+$36,354,550 QoQ
Shares Held
16,113,395
+37.9% QoQ
Ownership
5.76%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
19 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.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 Dec 31, 2025CallValue
$433,152
CallShares
51,200
PutValue
$123,516
PutShares
14,600
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, 2026Point72 Asset Management, L.P. holds $520,489,822 across 23 Information Technology Services names. VNET ranks #1 (26.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VNET |
VNET Group, Inc.
This page
|
16,113,395 | $135,191,384 | |
| 2 | FIS |
Fidelity National Information Services, Inc.
|
2,327,599 | $109,187,669 | |
| 3 | GDS |
GDS Holdings Ltd
|
1,553,052 | $62,572,465 | |
| 4 | EPAM |
EPAM Systems, Inc.
|
280,818 | $38,022,757 | |
| 5 | EXLS |
ExlService Holdings, Inc.
|
1,050,882 | $31,999,356 | |
| 6 | LDOS |
Leidos Holdings, Inc.
|
178,433 | $27,749,900 | |
| 7 | KEEL |
Keel Infrastructure Corp.
|
11,612,813 | $22,644,985 | |
| 8 | CIFR |
Cipher Digital Inc.
|
1,712,709 | $22,042,564 |
All Filings in VNET
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $135,191,384 | 16,113,395 | Shares | Defined | 2026-05-15 | |
| 2026-01-08 | $824,039,904 | 79,848,828 | Shares | Sole | 2026-01-09 | |
| 2025-12-31 | $433,152 | 51,200 | Call | Defined | 2026-02-17 | |
| 2025-12-31 | $123,516 | 14,600 | Put | Defined | 2026-02-17 | |
| 2025-12-31 | $98,836,834 | 11,682,841 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $37,526,379 | 3,632,757 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $15,634,020 | 2,265,800 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $68,784,896 | 8,388,402 | Shares | Defined | 2025-07-21 | |
| 2025-03-14 | $918,317,331 | 78,825,522 | Shares | Sole | 2025-03-14 | |
| 2024-12-31 | $2,018,766 | 425,900 | Shares | Defined | 2025-02-14 | |
| 2024-06-30 | $6,510 | 3,100 | Shares | Defined | 2024-09-16 | |
| 2023-09-30 | $28,611 | 9,141 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $522,290 | 180,100 | Shares | Defined | 2023-08-14 | |
| 2022-12-31 | $1,056,321 | 186,300 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $301,950 | 54,900 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,436 | 900 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $5,247 | 900 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,429,449 | 158,300 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $26,217,933 | 1,514,612 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $27,909,495 | 1,216,100 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $50,236,190 | 1,555,300 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $61,130,232 | 1,762,186 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $38,182,456 | 1,648,638 | Shares | Defined | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||