Castle Hook Partners’s Arista Networks ANET Stock Holding History

Castle Hook Partners’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 Q4	–	Sell	-382,597	Closed	-$55.7M	–	62
2025 Q3	$55.7M	Buy	382,597 +367,481	+2,431%	+$47.3M	0.28%	31
2025 Q2	$1.55M	Buy	+15,116	New	+$1.31M	0.01%	60
2018 Q2	–	Sell	-2,228,112	Closed	-$35.6M	–	55
2018 Q1	$35.6M	Buy	2,228,112 +923,520	+71%	+$15.6M	2.55%	15
2017 Q4	$19.2M	Buy	+1,304,592	New	+$17.5M	0.95%	24

Other funds holding ANET

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Castle Hook Partners's ANET Position: Q4 2025 in Review

Castle Hook Partners sold out of Arista Networks (ANET) in Q4 2025, closing a stake of 382,597 shares — an estimated $55.7M sold.

Castle Hook Partners first reported a position in ANET in Q4 2017 and held it in 4 quarters. The position peaked at $55.7M in Q3 2025. 1,995 funds tracked by Wall St. Rank hold ANET as of Q4 2025.

Castle Hook Partners reported no remaining Arista Networks position as of Q4 2025 after selling out during the quarter.
Castle Hook Partners sold 382,597 Arista Networks shares in Q4 2025, an estimated $55.7M.
Castle Hook Partners first reported a position in Arista Networks in Q4 2017 and held it in 4 quarters.
Castle Hook Partners's Arista Networks position peaked at $55.7M in Q3 2025.
1,995 funds tracked by Wall St. Rank held Arista Networks as of Q4 2025.

Based on Castle Hook Partners's 13F filing for Q4 2025, filed 17 Feb 2026.