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Axecap Investments’s Arista Networks ANET Stock Holding History

Axecap Investments’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 		$4.8M Buy
28,283
+15,334
+118% +$2.41M 2.66% 14
2026
Q1 		$1.59M Sell
12,949
-17,217
-57% -$2.3M 1.09% 32
2025
Q4 		$3.95M Buy
+30,166
New +$4.15M 2.44% 11

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
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
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Axecap Investments's ANET Position: Q2 2026 in Review

Axecap Investments increased its Arista Networks (ANET) stake by 118% in Q2 2026, buying an estimated $2.41M and bringing the position to 28,283 shares worth $4.8M. The position accounts for 2.66% of the portfolio, ranked #14.

Axecap Investments first reported a position in ANET in Q4 2025 and has held it in 3 quarters since. 2,264 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Axecap Investments held 28,283 shares of Arista Networks worth $4.8M as of Q2 2026.
  • Axecap Investments bought 15,334 Arista Networks shares in Q2 2026, an estimated $2.41M.
  • Arista Networks made up 2.66% of Axecap Investments's portfolio in Q2 2026, its #14 holding.
  • Axecap Investments first reported a position in Arista Networks in Q4 2025 and has held it in 3 quarters since.
  • 2,264 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Axecap Investments's 13F filing for Q2 2026, filed 10 Aug 2026.