Ardmore Road Asset Management’s Arista Networks ANET Stock Holding History

Ardmore Road Asset 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 Q1	–	Sell	-5,000	Closed	-$655K	–	66
2025 Q4	$655K	Sell	5,000 -5,000	-50%	-$688K	0.05%	73
2025 Q3	$1.46M	Buy	+10,000	New	+$1.29M	0.09%	60
2025 Q1	–	Sell	-120,000	Closed	-$13.3M	–	40
2024 Q4	$13.3M	Buy	+120,000	New	+$12.3M	1.93%	24

Other funds holding ANET

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

CAM

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

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

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

Ardmore Road Asset Management's ANET Position: Q1 2026 in Review

Ardmore Road Asset Management sold out of Arista Networks (ANET) in Q1 2026, closing a stake of 5,000 shares — an estimated $655K sold.

Ardmore Road Asset Management first reported a position in ANET in Q4 2024 and held it in 3 quarters. The position peaked at $13.3M in Q4 2024. 2,041 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

Ardmore Road Asset Management reported no remaining Arista Networks position as of Q1 2026 after selling out during the quarter.
Ardmore Road Asset Management sold 5,000 Arista Networks shares in Q1 2026, an estimated $655K.
Ardmore Road Asset Management first reported a position in Arista Networks in Q4 2024 and held it in 3 quarters.
Ardmore Road Asset Management's Arista Networks position peaked at $13.3M in Q4 2024.
2,041 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Ardmore Road Asset Management's 13F filing for Q1 2026, filed 15 May 2026.