SEC 13F Intelligence

Discovery Capital Management, LLC / Ct / VNET

Discovery Capital Management, LLC / Ct’s Vnet Group Inc Position

Does Discovery Capital Management, LLC / Ct own Vnet Group Inc (VNET)? Yes — 6.01M shares worth $50M (+2.62% of its 13F portfolio) as of Q1 2026, down from 6.32M shares the prior filed quarter.

Position Value
$50M
Q1 2026
Shares
6.01M
% of Portfolio
+2.62%
Quarters Held
6
currently held

Position History VNET

Reported value by quarter
Q1 ’20: $4MQ1 ’20Q2 ’20: $30MQ2 ’20Q3 ’20: $21MQ3 ’20Q3 ’25: $17MQ3 ’25Q4 ’25: $53MQ4 ’25Q1 ’26: $50MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.01M$50M+2.62%
Q4 20256.32M$53M+2.89%
Q3 20251.61M$17M+0.91%
Q3 2020923.6K$21M+3.28%
Q2 20201.27M$30M+5.51%
Q1 2020307.2K$4M+1.17%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Discovery Capital Management, LLC / Ct’s full portfolio or all institutional holders of VNET.