Balyasny Asset Management’s Arista Networks ANET Stock Holding History

Balyasny 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	$7.27M	Buy	59,200 +9,300	+19%	+$1.24M	0.01%	1181
2025 Q4	$6.54M	Sell	49,900 -1,100	-2%	-$151K	0.01%	1249
2025 Q3	$7.43M	Sell	51,000 -162,000	-76%	-$20.9M	0.01%	1196
2025 Q2	$21.8M	Buy	213,000 +100,600	+90%	+$8.7M	0.03%	632
2025 Q1	$8.71M	Buy	+112,400	New	+$11.4M	0.01%	995
2021 Q1	–	Sell	-960,000	Closed	-$17.4M	–	1726
2020 Q4	$17.4M	Buy	+960,000	New	+$15.2M	0.1%	292
2018 Q1	–	Sell	-160,000	Closed	-$2.36M	–	1908
2017 Q4	$2.36M	Sell	160,000 -80,000	-33%	-$1.07M	0.01%	1091
2017 Q3	$2.84M	Sell	240,000 -560,000	-70%	-$5.86M	0.01%	874
2017 Q2	$7.49M	Buy	+800,000	New	+$7.24M	0.03%	630
2016 Q2	–	Sell	-560,000	Closed	-$2.21M	–	1146
2016 Q1	$2.21M	Buy	+560,000	New	+$2.19M	0.01%	678

Other funds holding ANET

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Balyasny Asset Management's ANET Position: Q1 2026 in Review

Balyasny Asset Management reduced its Arista Networks (ANET) stake by 71% in Q1 2026, selling an estimated $5.77M and leaving 17,723 shares worth $2.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1740.

Balyasny Asset Management first reported a position in ANET in Q4 2015 and has held it in 26 quarters since. The position peaked at $373M in Q2 2025. 2,033 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

Balyasny Asset Management held 17,723 shares of Arista Networks worth $2.18M as of Q1 2026.
Balyasny Asset Management sold 43,121 Arista Networks shares in Q1 2026, an estimated $5.77M.
Arista Networks made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1740 holding.
Balyasny Asset Management first reported a position in Arista Networks in Q4 2015 and has held it in 26 quarters since.
Balyasny Asset Management's Arista Networks position peaked at $373M in Q2 2025.
2,033 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

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