Dorsey Wright & Associates VNET 21VIANET GROUP INC SPONSORED A

Ownership history in Dorsey Wright & Associates  ·  12 quarters on record

AI Ownership Summary

Dorsey Wright & Associates reported 21VIANET GROUP INC SPONSORED A (VNET) in 12 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.77% in 2025 Q1. The latest visible filing shows VNET at 0.33% 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 Dorsey Wright & Associates's position in 21VIANET GROUP INC SPONSORED A, 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
2026 Q1

VNET was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.77% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 to 2026 Q1

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.

How Dorsey Wright & Associates held VNET — position size vs. price
% of Fund (quarterly)    VNET price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 315,553 +93,071 +41.8% 0.33% $2.6M 2026-05-06 $9.01
2025 Q4 ADDED 222,482 +12,345 +5.9% 0.41% $1.9M 2026-02-20 $11.85
2025 Q3 REDUCED 8.3% -16.4% 210,137 -19,046 -8.3% 0.49% $2.2M 2025-11-18 $8.67
2025 Q2 REDUCED 37.9% +50.9% 229,183 -139,633 -37.9% 0.38% $1.6M 2025-08-11 $8.02
2025 Q1 ADDED 368,816 +207,836 +129.1% 0.77% $3.0M 2025-05-06 $6.83
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Dorsey Wright & Associates and VNET

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

How long has Dorsey Wright & Associates reported owning VNET?

Dorsey Wright & Associates reported VNET across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported VNET position in Dorsey Wright & Associates's portfolio?

The largest reported portfolio weight for VNET was 0.77% in 2025 Q1.

What is the latest reported VNET position on this page?

The most recent filing on this page is 2026 Q1, when Dorsey Wright & Associates reported 315,553 shares, equal to 0.33% of portfolio, with an estimated market value of $2.6M.

What does the chart on this VNET ownership page compare?

The chart compares Dorsey Wright & Associates'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.

How well did Dorsey Wright & Associates time their VNET position?

Based on 13F filing dates vs. subsequent VNET price moves, Dorsey Wright & Associates correctly timed 4 out of 11 reported position changes (36%). The annualised alpha on VNET relative to SPY over the holding period was -9.6%.

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