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 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 $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

Dalton Investments's ANET Position: Q1 2026 in Review

Dalton Investments reduced its Arista Networks (ANET) stake by 31% in Q1 2026, selling an estimated $1.04M and leaving 17,300 shares worth $2.12M. The position accounts for 2.06% of the portfolio, ranked #7.

Dalton Investments first reported a position in ANET in Q2 2022 and has held it in 16 quarters since. The position peaked at $6M in Q3 2025. 2,029 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

Dalton Investments held 17,300 shares of Arista Networks worth $2.12M as of Q1 2026.
Dalton Investments sold 7,800 Arista Networks shares in Q1 2026, an estimated $1.04M.
Arista Networks made up 2.06% of Dalton Investments's portfolio in Q1 2026, its #7 holding.
Dalton Investments first reported a position in Arista Networks in Q2 2022 and has held it in 16 quarters since.
Dalton Investments's Arista Networks position peaked at $6M in Q3 2025.
2,029 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Dalton Investments's 13F filing for Q1 2026, filed 12 May 2026.