Free · no sign-up · Q2 2026

Which funds own VNET

Vnet Group Inc in the Q2 2026 filings. At least 6 of the 91 current managers on file reported a position, worth $272m between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went one way: 5 managers opened or added against 2 cutting.

Managers holding: 6; at least, of 91 current
Combined value: $272m; as reported
Opened: 1; new this quarter
Added to: 4; already held
Trimmed or sold out: 2; 2 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Point72 Asset Management LP Multi-strategy · $90.7bn book	$147m	0.2%	18,290,761	+$12m+2,177,366	Added
Farallon Capital Management LLC Long/short equity · $21.7bn book	$47m	0.2%	45,000,000	+$2.3m0	Held
Davidson Kempner Capital Management LP Long/short equity · $8.4bn book	$32m	0.4%	27,500,000	+$3.7m+2,500,000	Added
Moore Capital Management LP Macro · $6.7bn book	$20m	0.3%	17,500,000	opened17,500,000	New
Farallon Capital Management LLC Long/short equity · $21.7bn book	$16m	0.1%	1,992,000	+$11m+1,368,653	Added
Brevan Howard Capital Management LP Macro · $13.5bn book	$10m	0.1%	1,284,531	+$3.9m+512,465	Added

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Discovery Capital Management LLC · Macro$50m held before
Janus Henderson Group Ltd · Long-only$1.8m held before

Ownership through time

At least 3 of the 95 managers whose filings are on file listed VNET in Q2 2026, against 3 in Q2 2013. 2 managers fewer than in Q1 2026: 1 sold out, by its own filing; 1 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

No manager on file started a position.

Largest increases, by shares

Point72 Asset Management LP16,113,395 to 18,290,761 shares+$18m
Farallon Capital Management LLC623,347 to 1,992,000 shares+$11m
Brevan Howard Capital Management LP772,066 to 1,284,531 shares+$4.1m

Largest decreases, by shares

No manager on file sold part of it.

Left it

Discovery Capital Management LLCwas $50m

Manager	First listed	Largest	Q2 2026
Point72 Asset Management LP	Q3 2020	$147m	$147m
Farallon Capital Management LLC	Q2 2014	$57m	$16m
Brevan Howard Capital Management LP	Q1 2023	$10m	$10m
Wellington Management Group LLP	Q2 2014	$137m	last listed Q2 2015
AllianceBernstein LP	Q1 2021	$75m	last listed Q1 2021
Artisan Partners LP	Q2 2013	$70m	last listed Q3 2015
Balyasny Asset Management LLC	Q4 2014	$57m	last listed Q1 2026
Discovery Capital Management LLC	Q4 2014	$53m	last listed Q1 2026
Light Street Capital Management LLC	Q2 2013	$48m	last listed Q2 2020
Tiger Global Management LLC	Q3 2014	$36m	last listed Q3 2014
Two Sigma Advisers LP	Q1 2025	$27m	last listed Q3 2025
Millennium Management LLC	Q1 2014	$27m	last listed Q1 2014
ExodusPoint Capital Management LP	Q4 2020	$24m	last listed Q4 2020

What VNET is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around VNET →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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The holdings, every quarter, and the week between

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