Anomaly Capital Management’s Arista Networks ANET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$185M Buy
1,090,980
+515,892
+90% +$81M 7.08% 6
2026
Q1
$70.6M Buy
+575,088
New +$76.9M 4.28% 11
2023
Q3
Sell
-251,916
Closed -$10.2M 31
2023
Q2
$10.2M Buy
+251,916
New +$9.74M 0.39% 34
2023
Q1
Sell
-964,888
Closed -$29.3M 30
2022
Q4
$29.3M Buy
+964,888
New +$29.7M 1.32% 27

Other funds holding ANET

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

Anomaly Capital Management increased its Arista Networks (ANET) stake by 90% in Q2 2026, buying an estimated $81M and bringing the position to 1,090,980 shares worth $185M. The position accounts for 7.08% of the portfolio, ranked #6.

Anomaly Capital Management first reported a position in ANET in Q4 2022 and has held it in 4 quarters since. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Anomaly Capital Management held 1,090,980 shares of Arista Networks worth $185M as of Q2 2026.
  • Anomaly Capital Management bought 515,892 Arista Networks shares in Q2 2026, an estimated $81M.
  • Arista Networks made up 7.08% of Anomaly Capital Management's portfolio in Q2 2026, its #6 holding.
  • Anomaly Capital Management first reported a position in Arista Networks in Q4 2022 and has held it in 4 quarters since.
  • 2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Anomaly Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.