Alcosta Capital Management’s Arista Networks ANET Stock Holding History

Alcosta Capital Management’s Portfolio ANET Stock Details ANET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.23M	Sell	30,788 -1,866	-6%	-$293K	3.54%	14
2026 Q1	$4.01M	Sell	32,654 -1,718	-5%	-$230K	3.06%	14
2025 Q4	$4.5M	Sell	34,372 -22,667	-40%	-$3.12M	2.83%	16
2025 Q3	$8.31M	Sell	57,039 -936	-2%	-$121K	4.48%	9
2025 Q2	$5.93M	Sell	57,975 -228	-0.4%	-$19.7K	3.31%	14
2025 Q1	$4.51M	Sell	58,203 -339	-0.6%	-$34.4K	3.01%	21
2024 Q4	$6.47M	Buy	58,542 +166	+0.3%	+$17.1K	3.77%	14
2024 Q3	$5.6M	Buy	58,376 +400	+0.7%	+$34.8K	3.35%	14
2024 Q2	$5.08M	Sell	57,976 -332	-0.6%	-$24.7K	3.13%	14
2024 Q1	$4.23M	Sell	58,308 -196	-0.3%	-$13.2K	2.84%	19
2023 Q4	$3.44M	Sell	58,504 -348	-0.6%	-$18.3K	2.49%	24
2023 Q3	$2.71M	Buy	+58,852	New	+$2.62M	2.25%	26
2023 Q2	–	Sell	-104,284	Closed	-$4.38M	–	33
2023 Q1	$4.38M	Sell	104,284 -3,056	-3%	-$105K	4.19%	8
2022 Q4	$3.26M	Sell	107,340 -3,048	-3%	-$93.8K	3.28%	13
2022 Q3	$3.12M	Sell	110,388 -3,004	-3%	-$86.6K	3.05%	16
2022 Q2	$2.66M	Sell	113,392 -20	-0%	-$549	2.53%	24
2022 Q1	$3.94M	Sell	113,412 -2,196	-2%	-$69.4K	2.83%	19
2021 Q4	$4.16M	Buy	+115,608	New	+$3.45M	2.5%	23

Other funds holding ANET

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Alcosta Capital Management's ANET Position: Q2 2026 in Review

Alcosta Capital Management reduced its Arista Networks (ANET) stake by 5.7% in Q2 2026, selling an estimated $293K and leaving 30,788 shares worth $5.23M. The position accounts for 3.54% of the portfolio, ranked #14.

Alcosta Capital Management first reported a position in ANET in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.31M in Q3 2025. 2,248 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Alcosta Capital Management held 30,788 shares of Arista Networks worth $5.23M as of Q2 2026.
Alcosta Capital Management sold 1,866 Arista Networks shares in Q2 2026, an estimated $293K.
Arista Networks made up 3.54% of Alcosta Capital Management's portfolio in Q2 2026, its #14 holding.
Alcosta Capital Management first reported a position in Arista Networks in Q4 2021 and has held it in 18 quarters since.
Alcosta Capital Management's Arista Networks position peaked at $8.31M in Q3 2025.
2,248 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Alcosta Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.