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Breed's Hill Capital’s Arista Networks ANET Stock Holding History

Breed's Hill Capital’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
2025
Q2 		$347K Buy
3,387
+186
+6% +$16.1K 0.17% 87
2025
Q1 		$248K Sell
3,201
-523
-14% -$53K 0.13% 109
2024
Q4 		$412K Buy
+3,724
New +$383K 0.22% 76

Other funds holding ANET

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Breed's Hill Capital's ANET Position: Q2 2025 in Review

Breed's Hill Capital increased its Arista Networks (ANET) stake by 5.8% in Q2 2025, buying an estimated $16.1K and bringing the position to 3,387 shares worth $347K. The position accounts for 0.17% of the portfolio, ranked #87.

Breed's Hill Capital first reported a position in ANET in Q4 2024 and has held it in 3 quarters since. The position peaked at $412K in Q4 2024. 1,675 funds tracked by Wall St. Rank hold ANET as of Q2 2025.

  • Breed's Hill Capital held 3,387 shares of Arista Networks worth $347K as of Q2 2025.
  • Breed's Hill Capital bought 186 Arista Networks shares in Q2 2025, an estimated $16.1K.
  • Arista Networks made up 0.17% of Breed's Hill Capital's portfolio in Q2 2025, its #87 holding.
  • Breed's Hill Capital first reported a position in Arista Networks in Q4 2024 and has held it in 3 quarters since.
  • Breed's Hill Capital's Arista Networks position peaked at $412K in Q4 2024.
  • 1,675 funds tracked by Wall St. Rank held Arista Networks as of Q2 2025.

Based on Breed's Hill Capital's 13F filing for Q2 2025, filed 8 Aug 2025.