Dalton Investments’s Arista Networks ANET Stock Holding History

Dalton Investments’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 Q2	$2.94M	Hold	17,300	–	–	2.65%	7
2026 Q1	$2.12M	Sell	17,300 -7,800	-31%	-$1.04M	2.06%	7
2025 Q4	$3.29M	Sell	25,100 -16,100	-39%	-$2.22M	2.44%	8
2025 Q3	$6M	Hold	41,200	–	–	4.02%	6
2025 Q2	$4.22M	Hold	41,200	–	–	2.23%	8
2025 Q1	$3.19M	Hold	41,200	–	–	1.71%	10
2024 Q4	$4.55M	Sell	41,200 -4,000	-9%	-$411K	2.36%	9
2024 Q3	$4.34M	Hold	45,200	–	–	2.56%	9
2024 Q2	$3.96M	Hold	45,200	–	–	2.25%	10
2024 Q1	$3.28M	Hold	45,200	–	–	1.99%	12
2023 Q4	$2.66M	Hold	45,200	–	–	1.76%	12
2023 Q3	$2.08M	Hold	45,200	–	–	1.61%	12
2023 Q2	$1.83M	Buy	45,200 +9,600	+27%	+$371K	1.55%	12
2023 Q1	$1.49M	Hold	35,600	–	–	1.31%	13
2022 Q4	$1.08M	Hold	35,600	–	–	0.93%	14
2022 Q3	$1M	Buy	35,600 +17,600	+98%	+$508K	0.83%	16
2022 Q2	$422K	Buy	+18,000	New	+$494K	0.38%	20

Other funds holding ANET

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

CAM

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

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

Dalton Investments's ANET Position: Q2 2026 in Review

Dalton Investments held its Arista Networks (ANET) position steady in Q2 2026 at 17,300 shares worth $2.94M. The position accounts for 2.65% of the portfolio, ranked #7.

Dalton Investments first reported a position in ANET in Q2 2022 and has held it in 17 quarters since. The position peaked at $6M in Q3 2025. 2,264 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Dalton Investments held 17,300 shares of Arista Networks worth $2.94M as of Q2 2026.
Dalton Investments left its Arista Networks share count unchanged in Q2 2026.
Arista Networks made up 2.65% of Dalton Investments's portfolio in Q2 2026, its #7 holding.
Dalton Investments first reported a position in Arista Networks in Q2 2022 and has held it in 17 quarters since.
Dalton Investments's Arista Networks position peaked at $6M in Q3 2025.
2,264 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Dalton Investments's 13F filing for Q2 2026, filed 11 Aug 2026.