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VNET · SPCX in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

VNETSPCX
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • VNET
  • SPCX
0204060202120222023202420252026
Holders and value by quarter
QuarterVNETSPCX
Q3 20202 holders, $60mnone listed holders, n.a.
Q4 20205 holders, $128mnone listed holders, n.a.
Q1 20216 holders, $166mnone listed holders, n.a.
Q2 20213 holders, $31mnone listed holders, n.a.
Q3 20213 holders, $38mnone listed holders, n.a.
Q4 20213 holders, $7.2mnone listed holders, n.a.
Q1 20221 holders, $2.5mnone listed holders, n.a.
Q2 20221 holders, $2.6mnone listed holders, n.a.
Q3 20224 holders, $18mnone listed holders, n.a.
Q4 20223 holders, $23mnone listed holders, n.a.
Q1 20235 holders, $16mnone listed holders, n.a.
Q2 20235 holders, $14mnone listed holders, n.a.
Q3 20234 holders, $16mnone listed holders, n.a.
Q4 20234 holders, $15mnone listed holders, n.a.
Q1 20243 holders, $3.7mnone listed holders, n.a.
Q2 20243 holders, $5.0mnone listed holders, n.a.
Q3 20243 holders, $13mnone listed holders, n.a.
Q4 20242 holders, $5.9mnone listed holders, n.a.
Q1 20257 holders, $147mnone listed holders, n.a.
Q2 20253 holders, $45mnone listed holders, n.a.
Q3 20256 holders, $191mnone listed holders, n.a.
Q4 20256 holders, $246mnone listed holders, n.a.
Q1 20265 holders, $254mnone listed holders, n.a.
Q2 20263 holders, $173m42 holders, $105bn
VNET

21vianet Group Inc

Holders
6
Reported value
$246m
Buyers
10
Sellers
13

Breadth -3 among 92 comparable managers.

Software and IT servicesInternet, programming and data services
SPCX

Space Exploration Techn Corp

Holders
0
Reported value
$0
Buyers
n.a.
Sellers
n.a.

No cross-section for this quarter.

Software and IT servicesInternet, programming and data services

Who holds both, Q4 2025

Among the 6 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only VNET (6)

Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, Discovery Capital Management LLC, Farallon Capital Management LLC, Point72 Asset Management LP

Only SPCX (0)

None.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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