Carmignac Gestion’s Arista Networks ANET Stock Holding History

Carmignac Gestion’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	$91.6M	Sell	747,026 -346,758	-32%	-$46.4M	1.41%	19
2025 Q4	$143M	Buy	1,093,784 +91,084	+9%	+$12.5M	1.94%	19
2025 Q3	$146M	Sell	1,002,700 -6,800	-0.7%	-$876K	2.18%	16
2025 Q2	$103M	Buy	1,009,500 +796,800	+375%	+$68.9M	1.59%	21
2025 Q1	$16.5M	Buy	212,700 +206,700	+3,445%	+$21M	0.27%	54
2024 Q4	$663K	Buy	6,000 +2,800	+88%	+$288K	0.01%	126
2024 Q3	$307K	Sell	3,200 -415,344	-99%	-$36.2M	0.01%	156
2024 Q2	$36.7M	Buy	+418,544	New	+$31.1M	0.63%	37
2020 Q1	–	Sell	-10,128	Closed	-$129K	–	132
2019 Q4	$129K	Buy	10,128 +2,976	+42%	+$39.1K	﹤0.01%	124
2019 Q3	$107K	Hold	7,152	–	–	﹤0.01%	128
2019 Q2	$116K	Buy	+7,152	New	+$124K	﹤0.01%	119

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

Carmignac Gestion's ANET Position: Q1 2026 in Review

Carmignac Gestion reduced its Arista Networks (ANET) stake by 32% in Q1 2026, selling an estimated $46.4M and leaving 747,026 shares worth $91.6M. The position accounts for 1.41% of the portfolio, ranked #19.

Carmignac Gestion first reported a position in ANET in Q2 2019 and has held it in 11 quarters since. The position peaked at $146M in Q3 2025. 2,033 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

Carmignac Gestion held 747,026 shares of Arista Networks worth $91.6M as of Q1 2026.
Carmignac Gestion sold 346,758 Arista Networks shares in Q1 2026, an estimated $46.4M.
Arista Networks made up 1.41% of Carmignac Gestion's portfolio in Q1 2026, its #19 holding.
Carmignac Gestion first reported a position in Arista Networks in Q2 2019 and has held it in 11 quarters since.
Carmignac Gestion's Arista Networks position peaked at $146M in Q3 2025.
2,033 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Carmignac Gestion's 13F filing for Q1 2026, filed 15 Jun 2026.