- Quarter end
- 31 Mar 2025
- the date the book describes
- Filed
- 21 Jul 2025
- latest of these filings; the earliest 15 May 2025
- Managers listing it
- 7
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q4 2024 and Q1 2025; 2 listed it in both
- Shares listed
- 17,941,468
- combined, among listed positions
- Reported value
- $147m
- combined, at the quarter end
Among the 95 comparable managers: 7 buyers (opened or added shares) and 0 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing VNET in Q1 2025
7 of 7 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Point72 Asset Management LP | 8,388,402 | $69m | 0.16% | Added | n.a. | 21 Jul 2025 (the filing on sec.gov) |
| Farallon Capital Management LLC | 2,439,120 | $20m | 0.10% | Added | +1,789,120 | 15 May 2025 (the filing on sec.gov) |
| Two Sigma Investments LP | 2,419,128 | $20m | under 0.1% | Added | n.a. | 15 May 2025 (the filing on sec.gov) |
| Two Sigma Advisers LP | 2,021,400 | $17m | under 0.1% | Added | n.a. | 15 May 2025 (the filing on sec.gov) |
| Voloridge Investment Management LLC | 1,941,779 | $16m | 0.06% | New | new | 15 May 2025 (the filing on sec.gov) |
| Brevan Howard Capital Management LP | 622,798 | $5.1m | under 0.1% | Added | +36,007 | 15 May 2025 (the filing on sec.gov) |
| Caxton Associates LLP | 108,841 | $892k | under 0.1% | New | new | 16 May 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Voloridge Investment Management LLCnew position · 1,941,779 shares now+1,941,779
- Farallon Capital Management LLCexisting position · 2,439,120 shares now+1,789,120
- Caxton Associates LLPnew position · 108,841 shares now+108,841
- Brevan Howard Capital Management LPexisting position · 622,798 shares now+36,007
Reductions
No reduction among listed positions.
New positions and exits
New (2)
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 3 | $42m | n.a. | n.a. |
| Q3 2013 | 3 | $63m | n.a. | n.a. |
| Q4 2013 | 2 | $27m | n.a. | n.a. |
| Q1 2014 | 5 | $69m | n.a. | n.a. |
| Q2 2014 | 5 | $211m | n.a. | n.a. |
| Q3 2014 | 5 | $97m | n.a. | n.a. |
| Q4 2014 | 5 | $111m | n.a. | n.a. |
| Q1 2015 | 3 | $108m | n.a. | n.a. |
| Q2 2015 | 3 | $205m | n.a. | n.a. |
| Q3 2015 | 3 | $97m | n.a. | n.a. |
| Q4 2015 | 2 | $26m | n.a. | n.a. |
| Q1 2016 | 1 | $14m | n.a. | n.a. |
| Q2 2016 | 1 | $521k | n.a. | n.a. |
| Q3 2018 | 1 | $4.5m | n.a. | n.a. |
| Q4 2018 | 1 | $8.1m | n.a. | n.a. |
| Q3 2019 | 1 | $107k | n.a. | n.a. |
| Q1 2020 | 3 | $4.9m | n.a. | n.a. |
| Q2 2020 | 3 | $81m | n.a. | n.a. |
| Q3 2020 | 2 | $60m | n.a. | n.a. |
| Q4 2020 | 5 | $128m | n.a. | n.a. |
| Q1 2021 | 6 | $166m | n.a. | n.a. |
| Q2 2021 | 3 | $31m | n.a. | n.a. |
| Q3 2021 | 3 | $38m | n.a. | n.a. |
| Q4 2021 | 3 | $7.2m | n.a. | n.a. |
| Q1 2022 | 1 | $2.5m | n.a. | n.a. |
| Q2 2022 | 1 | $2.6m | n.a. | n.a. |
| Q3 2022 | 4 | $18m | n.a. | n.a. |
| Q4 2022 | 3 | $23m | n.a. | n.a. |
| Q1 2023 | 5 | $16m | n.a. | n.a. |
| Q2 2023 | 5 | $14m | n.a. | n.a. |
| Q3 2023 | 4 | $16m | n.a. | n.a. |
| Q4 2023 | 4 | $15m | 1 | 1 |
| Q1 2024 | 3 | $3.7m | 2 | 1 |
| Q2 2024 | 3 | $5.0m | 0 | 0 |
| Q3 2024 | 3 | $13m | 1 | 2 |
| Q4 2024 | 2 | $5.9m | 1 | 0 |
| Q1 2025 | 7 | $147m | 7 | 0 |
| Q2 2025 | 3 | $45m | 2 | 1 |
| Q3 2025 | 6 | $191m | 4 | 2 |
| Q4 2025 | 6 | $246m | 10 | 13 |
| Q1 2026 | 5 | $254m | 14 | 7 |
| Q2 2026 | 3 | $173m | 11 | 11 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
VNET and GOOGL →VNET and META →VNET and SPCX →Choose a stock to compare with VNET →
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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own VNET, latest filings →Back to the 13F Explorer →