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SCHEDULE 13D/A Filed 2026-05-15 Event 2026-05-13 SEC 0001104659-26-062459 →

Chen Sheng VNET Group, Inc. VNET

Stake: 32.40% Shares: 553,737,207 CUSIP: G91458102 Class: Class A Ordinary Shares, Par Value US$0.00001 Per Share

Item 4 — Purpose of Transaction

Item 4 is further supplemented by the following. On May 13, 2026, a share purchase agreement was entered into by non-controlled and non-consolidated affiliates of Contemporary Amperex Technology Co., Limited (the "Buyers") and Investor A and Investor B as sellers, for the Buyers to purchase from the sellers in aggregate up to 650,424,192 Class A ordinary shares in the Issuer (the "Proposed Transaction"). The closing of the Proposed Transaction is expected to take place in the fourth quarter of 2026. Concurrently, the Buyers entered into a voting and consortium agreement with Mr. Sheng Chen, among others, effective immediately upon the closing of the Proposed Transaction, a copy of which is attached hereto as Exhibit 99.34. Pursuant to these agreements, immediately upon the closing of the Proposed Transaction, Mr. Sheng Chen will no longer have the power to give Investor A voting instructions on certain matters with respect to the 455,296,932 Class A Ordinary Shares held by it, and will have the power to give the Buyers voting instructions on certain matters with respect to up to 325,212,096 Class A Ordinary Shares held by them, the exact number of which is subject to changes pursuant to the share purchase agreement and the voting and consortium agreement. The Reporting Persons reserve their right to change their plans and intentions in connection with any of the actions discussed in this Item 4. Any action taken by the Reporting Persons may be effected at any time or from time to time, subject to any applicable limitations imposed thereon by any applicable laws.

Cross-References

Insider Activity (last 365d)
5 transactions
3 buys · 1 sales · 1 awards/exercises
Issuer Cluster
10 13D/G filings on this issuer
9 other filings besides this one
Filer Track Record
4 filings by this filer
3 other filings in the data moat
Short Interest · settle 2026-04-30
DTC 6.84
34,598,421 shares short · +1.9% vs prior

Institutional Consensus · 2025-12-31

Held by elite portfolio managers
1 holder · $99.39M
Point72 Asset Mgmt

Form 4 Insider Transactions · last 365d

DateInsiderRoleTypeSharesPriceValue
2026-05-15 TAI KENNETH director Award 243,768
2026-05-15 Shao Sean director Award 243,768
2026-05-15 UENO Yoshihisa director Award 731,304
2026-04-30 Chen David Lifeng director Option exercise 83,544
2026-03-23 Chen David Lifeng director Sale 83,544 $1.51 $126K

Other 13D/G Filings on VNET Group, Inc.

FiledFormFilerStakeShares
2024-07-08 SC Chen Sheng view →
2023-12-28 SC Chen Sheng view →
2023-07-14 SC Chen Sheng view →
2022-02-01 SC Blackstone Tactical Opportunities Management Associates (Cayman) - NQ L.P. view →
2021-05-17 SC Tuspark Innovation Venture Ltd view →
2021-04-08 SC Blackstone Tactical Opportunities Management Associates (Cayman) - NQ L.P. view →
2020-12-16 SC Kingsoft Corp Ltd view →
2020-05-20 SC King Venture Holdings Ltd view →
2020-03-09 SC Temasek Holdings (Private) Ltd view →

Other Filings by Chen Sheng

FiledFormIssuerStakeShares
2024-07-08 SC VNET Group, Inc. VNET view →
2023-12-28 SC VNET Group, Inc. VNET view →
2023-07-14 SC VNET Group, Inc. VNET view →

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