VNET Group, Inc.
VNET- 交易所
- Nasdaq
- 產業
- Services-Computer Programming, Data Processing, Etc.
- SEC CIK
- 0001508475
近 90 天，VNET Group, Inc. 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 160 家機構在 13F 申報持有，市值合計 $13.1 億；大師中只有景林資產持有。
2026 年第 1 季 13F 持有人
VNET Group, Inc. 在 2026/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 192
- 較 2025 年第 4 季 +31 家
- 持有股數
- 1.39 億
- 較 2025 年第 4 季 +1,997 萬 (+16.8%)
- 總市值
- $11.7 億
- 較 2025 年第 4 季 +$1.58 億 (+15.7%)
- 新進機構
- 61
- 另有 66 家加碼
- 清倉機構
- 30
- 另有 56 家減碼
另有 3 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 VNET 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 160 | $13.1 億 |
| 2026 年第 1 季 | 192 | $11.7 億 |
| 2025 年第 4 季 | 164 | $10.9 億 |
| 2025 年第 3 季 | 167 | $13.3 億 |
| 2025 年第 2 季 | 153 | $8.50 億 |
| 2025 年第 1 季 | 163 | $11.2 億 |
| 2024 年第 4 季 | 106 | $4.53 億 |
| 2024 年第 3 季 | 77 | $3.22 億 |
| 2024 年第 2 季 | 74 | $1.53 億 |
| 2024 年第 1 季 | 80 | $1.13 億 |
| 2023 年第 4 季 | 78 | $2.06 億 |
| 2023 年第 3 季 | 81 | $2.34 億 |
| 2023 年第 2 季 | 89 | $2.42 億 |
| 2023 年第 1 季 | 96 | $2.95 億 |
| 2022 年第 4 季 | 104 | $5.24 億 |
| 2022 年第 3 季 | 105 | $5.05 億 |
| 2022 年第 2 季 | 106 | $5.20 億 |
| 2022 年第 1 季 | 110 | $5.57 億 |
| 2021 年第 4 季 | 139 | $8.58 億 |
| 2021 年第 3 季 | 142 | $17.0 億 |
| 2021 年第 2 季 | 165 | $21.8 億 |
| 2021 年第 1 季 | 187 | $32.5 億 |
2026 年第 1 季持有機構
每家機構持有 VNET Group, Inc. 的股數、市值與佔組合比重；股數變化跟 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 16,113,395 | $1.35 億 | 0.24% | +4,430,554+37.9% | 加碼 |
| Triata Capital Ltd | 11,187,682 | $9,386 萬 | 17.01% | −1,311,128−10.5% | 減碼 |
| Blackstone Group Inc. | 10,402,130 | $8,727 萬 | 0.36% | 00.0% | 不變 |
| Morgan Stanley | 7,090,974 | $5,949 萬 | 0.00% | −3,241,323−31.4% | 減碼 |
| Balyasny Asset Management LLC | 6,791,611 | $5,698 萬 | 0.11% | +2,740,121+67.6% | 加碼 |
| Discovery Capital Management, LLC | 6,008,300 | $5,041 萬 | 2.62% | −310,800−4.9% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 5,861,278 | $4,918 萬 | 0.07% | +2,033,783+53.1% | 加碼 |
| UBS Group AG | 5,737,408 | $4,814 萬 | 0.01% | +2,408,413+72.3% | 加碼 |
| Millennium Management LLC | 5,203,629 | $4,366 萬 | 0.03% | +1,724,890+49.6% | 加碼 |
| Goldman Sachs Group Inc | 4,702,780 | $3,946 萬 | 0.01% | +4,361,038+1,276.1% | 加碼 |
| Oasis Management Co Ltd. | 4,619,188 | $3,875 萬 | 4.64% | +1,170,000+33.9% | 加碼 |
| BlackRock, Inc. | 3,567,706 | $2,993 萬 | 0.00% | +167,165+4.9% | 加碼 |
| Senvest Management, LLC | 2,779,637 | $2,332 萬 | 0.78% | +1,887,883+211.7% | 加碼 |
| Manufacturers Life Insurance Company, The | 2,623,594 | $2,201 萬 | 0.02% | +443,656+20.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 2,527,174 | $2,120 萬 | 0.02% | +2,499,202+8,934.7% | 加碼 |
| Vanguard Capital Management LLC | 2,041,574 | $1,713 萬 | 0.00% | +2,041,574 | 新進 |
| Citadel Advisors LLC | 1,750,674 | $1,469 萬 | 0.01% | +1,151,844+192.3% | 加碼 |
| Qube Research & Technologies Ltd | 1,726,480 | $1,449 萬 | 0.02% | +1,726,480 | 新進 |
| Carrhae Capital LLP | 1,513,055 | $1,269 萬 | 0.90% | +1,513,055 | 新進 |
| Dimensional Fund Advisors LP | 1,470,654 | $1,233 萬 | 0.00% | +209,694+16.6% | 加碼 |
| Capital International Investors | 1,453,259 | $1,219 萬 | 0.00% | +1,453,259 | 新進 |
| Temasek Holdings (Private) Ltd | 1,446,000 | $1,213 萬 | 0.04% | −1,807,150−55.6% | 減碼 |
| Kadensa Capital Ltd | 1,434,531 | $1,204 萬 | 1.68% | +1,434,531 | 新進 |
| Two Sigma Investments, LP | 1,408,300 | $1,182 萬 | 0.01% | +1,408,300 | 新進 |
| American Century Companies Inc | 1,398,651 | $1,173 萬 | 0.01% | −15,003−1.1% | 減碼 |
| Marshall Wace, LLP | 1,358,018 | $1,139 萬 | 0.01% | +1,329,527+4,666.5% | 加碼 |
| Allianz Asset Management GmbH | 1,335,170 | $1,120 萬 | 0.01% | −120,692−8.3% | 減碼 |
| Hidden Lake Asset Management LP | 1,324,730 | $1,111 萬 | 7.37% | +775,525+141.2% | 加碼 |
| Ghisallo Capital Management LLC | 1,250,000 | $1,049 萬 | 0.29% | +1,250,000 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,019,336 | $855.2 萬 | 0.01% | +555,461+119.7% | 加碼 |
| FIL Ltd | 1,003,272 | $841.7 萬 | 0.01% | −140,724−12.3% | 減碼 |
| Alden Global Capital LLC | 922,950 | $774.4 萬 | 4.37% | −152,550−14.2% | 減碼 |
| State Street Corp | 921,315 | $773.0 萬 | 0.00% | −6,324−0.7% | 減碼 |
| Portolan Capital Management, LLC | 825,490 | $692.6 萬 | 0.37% | +18,690+2.3% | 加碼 |
| Tiger Pacific Capital LP | 766,225 | $642.9 萬 | 3.00% | +766,225 | 新進 |
| Brevan Howard Capital Management LP | 772,066 | $622.3 萬 | 0.06% | +260,000+50.8% | 加碼 |
| Nishkama Capital, LLC | 670,112 | $562.2 萬 | 0.80% | +670,112 | 新進 |
| Bank of America Corp | 642,612 | $539.2 萬 | 0.00% | +85,780+15.4% | 加碼 |
| Farallon Capital Management, L.L.C. | 623,347 | $523.0 萬 | 0.03% | −5,662,039−90.1% | 減碼 |
| AI-Squared Management Ltd | 614,400 | $515.5 萬 | 3.75% | +172,829+39.1% | 加碼 |
| Deutsche Bank AG | 597,225 | $501.1 萬 | 0.00% | +138,450+30.2% | 加碼 |
| CastleKnight Management LP | 593,500 | $497.9 萬 | 0.23% | +50,200+9.2% | 加碼 |
| Vanguard Fiduciary Trust Co | 527,489 | $442.6 萬 | 0.00% | +527,489 | 新進 |
| Mackenzie Financial Corp | 522,164 | $438.1 萬 | 0.01% | +175,842+50.8% | 加碼 |
| FACT Capital, LP | 478,246 | $401.2 萬 | 2.67% | +478,246 | 新進 |
| Pinebridge Investments Asia Ltd | 451,078 | $378.5 萬 | 1.63% | −70,783−13.6% | 減碼 |
| Longaeva Partners L.P. | 429,542 | $360.4 萬 | 0.17% | +429,542 | 新進 |
| HSBC Holdings PLC | 415,026 | $348.2 萬 | 0.00% | −878,545−67.9% | 減碼 |
| VGI Partners Ltd | 368,879 | $309.5 萬 | 0.17% | +368,879 | 新進 |
| Capital International Inc | 359,795 | $301.9 萬 | 0.02% | +359,795 | 新進 |
| Susquehanna Fundamental Investments, LLC | 341,012 | $286.1 萬 | 0.11% | +341,012 | 新進 |
| Carmignac Gestion | 322,720 | $270.8 萬 | 0.04% | −71,896−18.2% | 減碼 |
| Dorsey Wright & Associates | 315,553 | $264.7 萬 | 0.33% | +93,071+41.8% | 加碼 |
| William Blair Investment Management, LLC | 308,997 | $259.2 萬 | 0.01% | −571,198−64.9% | 減碼 |
| Baker Avenue Asset Management, LP | 287,516 | $241.2 萬 | 0.05% | +63,133+28.1% | 加碼 |
| Candriam Luxembourg S.C.A. | 271,875 | $228.1 萬 | 0.01% | +93,875+52.7% | 加碼 |
| Geode Capital Management, LLC | 267,717 | $224.6 萬 | 0.00% | −5,168−1.9% | 減碼 |
| Diversify Wealth Management, LLC | 268,672 | $223.0 萬 | 0.04% | +73,773+37.9% | 加碼 |
| Northern Trust Corp | 257,585 | $216.1 萬 | 0.00% | +1,808+0.7% | 加碼 |
| Envestnet Asset Management Inc | 254,307 | $213.4 萬 | 0.00% | +16,083+6.8% | 加碼 |
| Amundi | 248,802 | $208.7 萬 | 0.00% | +57,616+30.1% | 加碼 |
| SeaTown Holdings Pte. Ltd. | 248,550 | $208.5 萬 | 1.37% | +248,550 | 新進 |
| Janus Henderson Group PLC | 215,229 | $180.9 萬 | 0.00% | +215,229 | 新進 |
| Citigroup Inc | 212,198 | $178.0 萬 | 0.00% | +159,447+302.3% | 加碼 |
| KR Capital LP | 195,728 | $164.2 萬 | 0.33% | +195,728 | 新進 |
| Susquehanna International Group, LLP | 187,571 | $157.4 萬 | 0.00% | +187,571 | 新進 |
| Aperture Investors, LLC | 187,058 | $156.9 萬 | 0.20% | −290,588−60.8% | 減碼 |
| LPL Financial LLC | 180,305 | $151.3 萬 | 0.00% | +18,503+11.4% | 加碼 |
| Centiva Capital, LP | 175,184 | $147.0 萬 | 0.07% | +175,184 | 新進 |
| IMC-Chicago, LLC | 173,349 | $145.4 萬 | 0.02% | +100,038+136.5% | 加碼 |
| Driehaus Capital Management LLC | 168,449 | $141.3 萬 | 0.01% | +168,449 | 新進 |
| Pacer Advisors, Inc. | 160,554 | $134.7 萬 | 0.00% | −17,754−10.0% | 減碼 |
| AdvisorShares Investments LLC | 155,704 | $130.6 萬 | 0.24% | +5,743+3.8% | 加碼 |
| DnB Asset Management AS | 128,063 | $107.6 萬 | 0.00% | −36,637−22.2% | 減碼 |
| Bank of New York Mellon Corp | 118,897 | $99.8 萬 | 0.00% | +4,762+4.2% | 加碼 |
| Nuveen, LLC | 111,500 | $93.5 萬 | 0.00% | −8,600−7.2% | 減碼 |
| LMR Partners LLP | 110,000 | $92.3 萬 | 0.01% | +110,000 | 新進 |
| Invesco Ltd. | 104,473 | $87.7 萬 | 0.00% | −2,782−2.6% | 減碼 |
| Walleye Capital LLC | 99,119 | $83.2 萬 | 0.01% | +99,109+991,090.0% | 加碼 |
| Barclays PLC | 97,878 | $82.1 萬 | 0.00% | −347,596−78.0% | 減碼 |
| Vident Advisory, LLC | 94,224 | $79.1 萬 | 0.01% | −1,846−1.9% | 減碼 |
| Toroso Investments, LLC | 93,484 | $78.4 萬 | 0.00% | +93,484 | 新進 |
| Stifel Financial Corp | 92,144 | $77.3 萬 | 0.00% | +7,042+8.3% | 加碼 |
| ExodusPoint Capital Management, LP | 91,237 | $76.5 萬 | 0.01% | +91,237 | 新進 |
| Group One Trading, L.P. | 91,236 | $76.5 萬 | 0.03% | +91,236 | 新進 |
| Defiance ETFs, LLC | 90,816 | $76.2 萬 | 0.01% | +90,816 | 新進 |
| Krane Funds Advisors LLC | 91,829 | $74.7 萬 | 0.03% | +91,829 | 新進 |
| Triasima Portfolio Management inc. | 77,265 | $64.8 萬 | 0.10% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 74,009 | $60.9 萬 | 0.00% | −1,299−1.7% | 減碼 |
| California Public Employees Retirement System | 72,102 | $60.5 萬 | 0.00% | −4,100−5.4% | 減碼 |
| Itau Unibanco Holding S.A. | 72,025 | $60.4 萬 | 0.01% | +72,025 | 新進 |
| Burns Matteson Capital Management, LLC | 71,981 | $60.4 萬 | 0.24% | +34,252+90.8% | 加碼 |
| Vontobel Holding Ltd. | 70,100 | $58.8 萬 | 0.00% | −29,775−29.8% | 減碼 |
| XTX Topco Ltd | 69,632 | $58.4 萬 | 0.01% | +69,632 | 新進 |
| Diametric Capital, LP | 65,173 | $54.7 萬 | 0.14% | +65,173 | 新進 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 65,100 | $54.6 萬 | 0.03% | +12,000+22.6% | 加碼 |
| China Universal Asset Management Co., Ltd. | 65,000 | $54.5 萬 | 0.04% | +35,000+116.7% | 加碼 |
| Brinker Capital Investments, LLC | 62,355 | $52.3 萬 | 0.00% | −2,155−3.3% | 減碼 |
| Weiss Asset Management LP | 61,138 | $51.3 萬 | 0.01% | +61,138 | 新進 |
| Prelude Capital Management, LLC | 59,919 | $50.3 萬 | 0.04% | +17,419+41.0% | 加碼 |