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	$368K	Sell	3,000 -9,500	-76%	-$1.27M	﹤0.01%	2486
2025 Q4	$1.64M	Sell	12,500 -3,500	-22%	-$482K	﹤0.01%	1964
2025 Q3	$2.33M	Sell	16,000 -3,500	-18%	-$451K	﹤0.01%	1734
2025 Q2	$2M	Buy	19,500 +2,000	+11%	+$173K	﹤0.01%	1729
2025 Q1	$1.36M	Buy	+17,500	New	+$1.77M	﹤0.01%	1864
2024 Q3	–	Sell	-16,000	Closed	-$1.4M	–	2714
2024 Q2	$1.4M	Buy	+16,000	New	+$1.19M	﹤0.01%	1663
2022 Q4	–	Sell	-20,000	Closed	-$564K	–	2748
2022 Q3	$564K	Buy	+20,000	New	+$577K	﹤0.01%	1998

Other funds holding ANET

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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. 2,029 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.
2,029 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.