Castleark Management’s Arista Networks ANET Stock Holding History

Castleark 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	$52.9M	Buy	430,935 +19,658	+5%	+$2.63M	1.75%	12
2025 Q4	$53.9M	Buy	411,277 +8,798	+2%	+$1.21M	1.58%	17
2025 Q3	$58.6M	Sell	402,479 -420,135	-51%	-$54.1M	1.64%	14
2025 Q2	$84.2M	Buy	822,614 +108,824	+15%	+$9.42M	2.53%	8
2025 Q1	$55.3M	Buy	713,790 +106,430	+18%	+$10.8M	1.92%	16
2024 Q4	$67.1M	Buy	+607,360	New	+$62.5M	2.34%	11
2019 Q3	–	Sell	-12,160	Closed	-$197K	–	352
2019 Q2	$197K	Sell	12,160 -9,760	-45%	-$169K	0.01%	331
2019 Q1	$431K	Sell	21,920 -459,552	-95%	-$7.29M	0.02%	306
2018 Q4	$6.34M	Sell	481,472 -426,400	-47%	-$6.12M	0.27%	116
2018 Q3	$15.1M	Buy	907,872 +892,992	+6,001%	+$15.2M	0.43%	77
2018 Q2	$239K	Buy	+14,880	New	+$243K	0.01%	339
2018 Q1	–	Sell	-416,160	Closed	-$6.13M	–	406
2017 Q4	$6.13M	Sell	416,160 -184,400	-31%	-$2.47M	0.18%	163
2017 Q3	$7.12M	Buy	+600,560	New	+$6.28M	0.22%	150

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

Castleark Management's ANET Position: Q1 2026 in Review

Castleark Management increased its Arista Networks (ANET) stake by 4.8% in Q1 2026, buying an estimated $2.63M and bringing the position to 430,935 shares worth $52.9M. The position accounts for 1.75% of the portfolio, ranked #12.

Castleark Management first reported a position in ANET in Q3 2017 and has held it in 13 quarters since. The position peaked at $84.2M in Q2 2025. 2,027 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

Castleark Management held 430,935 shares of Arista Networks worth $52.9M as of Q1 2026.
Castleark Management bought 19,658 Arista Networks shares in Q1 2026, an estimated $2.63M.
Arista Networks made up 1.75% of Castleark Management's portfolio in Q1 2026, its #12 holding.
Castleark Management first reported a position in Arista Networks in Q3 2017 and has held it in 13 quarters since.
Castleark Management's Arista Networks position peaked at $84.2M in Q2 2025.
2,027 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

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