Position in VNET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$147,057,718
+$11,866,334 QoQ
Shares Held
18,290,761
+13.5% QoQ
Ownership
6.42%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1
of 160 holders
Holding Since
Sep 2020
20 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in VNET Over Time
Shares Held
Position Value (USD)
Derivatives in VNET
reported options exposure · as of Jun 30, 2026CallValue
$328,032
CallShares
40,800
PutValue
$70,752
PutShares
8,800
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, 2026Point72 Asset Management, L.P. holds $700,531,348 across 25 Information Technology Services names. VNET ranks #1 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VNET |
VNET Group, Inc.
This page
|
18,290,761 | $147,057,718 | |
| 2 | CDW |
CDW Corp
|
1,018,144 | $143,191,772 | |
| 3 | CIFR |
Cipher Digital Inc.
|
2,842,978 | $69,652,961 | |
| 4 | GDS |
GDS Holdings Ltd
|
2,169,763 | $65,157,982 | |
| 5 | FIS |
Fidelity National Information Services, Inc.
|
1,299,897 | $50,539,995 | |
| 6 | EPAM |
EPAM Systems, Inc.
|
595,177 | $47,227,294 | |
| 7 | SHAZ |
SharonAI Holdings Inc.
|
436,490 | $36,953,243 | |
| 8 | PSN |
Parsons Corp
|
597,514 | $31,303,758 |
All Filings in VNET
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,032 | 40,800 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $884,314,502 | 109,989,366 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $147,057,718 | 18,290,761 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $70,752 | 8,800 | Put | Defined | 2026-08-14 | |
| 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. | ||||||