Aubrey Capital Management’s Arista Networks ANET Stock Holding History

Aubrey 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	$3.96M	Sell	23,300 -3,400	-13%	-$534K	2.48%	17
2026 Q1	$3.28M	Sell	26,700 -1,600	-6%	-$214K	1.76%	22
2025 Q4	$3.71M	Buy	28,300 +5,100	+22%	+$702K	1.46%	21
2025 Q3	$3.38M	Buy	+23,200	New	+$2.99M	1.07%	28
2025 Q1	–	Sell	-51,600	Closed	-$5.7M	–	53
2024 Q4	$5.7M	Sell	51,600 -2,800	-5%	-$288K	2.16%	8
2024 Q3	$5.22M	Sell	54,400 -5,600	-9%	-$488K	2.01%	12
2024 Q2	$4.57M	Hold	60,000	–	–	1.83%	12
2024 Q1	$3.77M	Sell	60,000 -1,600	-3%	-$108K	1.33%	16
2023 Q4	$3.63M	Buy	61,600 +6,800	+12%	+$357K	1.54%	13
2023 Q3	$2.24M	Buy	+54,800	New	+$2.44M	1.28%	25

Other funds holding ANET

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Aubrey Capital Management reduced its Arista Networks (ANET) stake by 13% in Q2 2026, selling an estimated $534K and leaving 23,300 shares worth $3.96M. The position accounts for 2.48% of the portfolio, ranked #17.

Aubrey Capital Management first reported a position in ANET in Q3 2023 and has held it in 10 quarters since. The position peaked at $5.7M in Q4 2024. 1,024 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Aubrey Capital Management held 23,300 shares of Arista Networks worth $3.96M as of Q2 2026.
Aubrey Capital Management sold 3,400 Arista Networks shares in Q2 2026, an estimated $534K.
Arista Networks made up 2.48% of Aubrey Capital Management's portfolio in Q2 2026, its #17 holding.
Aubrey Capital Management first reported a position in Arista Networks in Q3 2023 and has held it in 10 quarters since.
Aubrey Capital Management's Arista Networks position peaked at $5.7M in Q4 2024.
1,024 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Aubrey Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.