VNET β€” 21VIANET GROUP INC

Ownership history in DISCOVERY CAPITAL MANAGEMENT, LLC / CT  Β·  10 quarters on record

AI Ownership Summary

DISCOVERY CAPITAL MANAGEMENT, LLC / CT reported 21VIANET GROUP INC (VNET) in 10 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 2.89% in 2025 Q4. The latest visible filing shows VNET at 2.89% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VNET ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DISCOVERY CAPITAL MANAGEMENT, LLC / CT's position in 21VIANET GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VNET was reported at 2.89% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.89% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VNET stock page DISCOVERY CAPITAL MANAGEMENT, LLC / CT fund profile DISCOVERY CAPITAL MANAGEMENT, LLC / CT full holdings
How DISCOVERY CAPITAL MANAGEMENT, LLC / CT held VNET β€” position size vs. price
% of Fund (quarterly)    VNET price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 6,319,100 +4,704,600 +291.4% 2.89% $53.5M 2026-02-14 (Est.) $13.80
2025 Q3 ADDED 1,614,500 +690,854 +74.8% 0.91% $16.7M 2025-11-14 $8.80
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding VNET

As of 2026 Q1 β€” sorted by position size

Farther Finance Advisors, LLC 0.0% SIGNATUREFD, LLC 3Y 7Y 0.0%

FAQ About DISCOVERY CAPITAL MANAGEMENT, LLC / CT and VNET

These are the practical questions this page is built to answer before you even open the full history table.

How long has DISCOVERY CAPITAL MANAGEMENT, LLC / CT reported owning VNET?

DISCOVERY CAPITAL MANAGEMENT, LLC / CT reported VNET across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported VNET position in DISCOVERY CAPITAL MANAGEMENT, LLC / CT's portfolio?

The largest reported portfolio weight for VNET was 2.89% in 2025 Q4.

What is the latest reported VNET position on this page?

The most recent filing on this page is 2025 Q4, when DISCOVERY CAPITAL MANAGEMENT, LLC / CT reported 6,319,100 shares, equal to 2.89% of portfolio, with an estimated market value of $53.5M.

What does the chart on this VNET ownership page compare?

The chart compares DISCOVERY CAPITAL MANAGEMENT, LLC / CT's quarterly VNET portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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