Dark Forest Capital Management’s Arista Networks ANET Stock Holding History

Dark Forest Capital 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	$2.58M	Sell	21,052 -26,858	-56%	-$3.59M	0.23%	113
2025 Q4	$6.28M	Buy	+47,910	New	+$6.6M	0.29%	60
2025 Q3	–	Sell	-32,989	Closed	-$3.38M	–	1145
2025 Q2	$3.38M	Sell	32,989 -38,029	-54%	-$3.29M	0.13%	226
2025 Q1	$5.5M	Buy	+71,018	New	+$7.2M	0.25%	55
2024 Q4	–	Sell	-5,280	Closed	-$507K	–	922
2024 Q3	$507K	Buy	+5,280	New	+$460K	0.06%	385
2023 Q1	–	Sell	-120	Closed	-$3.64K	–	1171
2022 Q4	$3.64K	Sell	120 -28	-19%	-$862	﹤0.01%	907
2022 Q3	$4K	Buy	+148	New	+$4.27K	﹤0.01%	919
2022 Q1	–	Sell	-1,328	Closed	-$48K	–	1255
2021 Q4	$48K	Sell	1,328 -17,392	-93%	-$519K	0.02%	461
2021 Q3	$402K	Buy	18,720 +7,056	+60%	+$162K	0.14%	143
2021 Q2	$264K	Buy	+11,664	New	+$244K	0.11%	117

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

Dark Forest Capital Management's ANET Position: Q1 2026 in Review

Dark Forest Capital Management reduced its Arista Networks (ANET) stake by 56% in Q1 2026, selling an estimated $3.59M and leaving 21,052 shares worth $2.58M. The position accounts for 0.23% of the portfolio, ranked #113.

Dark Forest Capital Management first reported a position in ANET in Q2 2021 and has held it in 10 quarters since. The position peaked at $6.28M in Q4 2025. 2,027 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

Dark Forest Capital Management held 21,052 shares of Arista Networks worth $2.58M as of Q1 2026.
Dark Forest Capital Management sold 26,858 Arista Networks shares in Q1 2026, an estimated $3.59M.
Arista Networks made up 0.23% of Dark Forest Capital Management's portfolio in Q1 2026, its #113 holding.
Dark Forest Capital Management first reported a position in Arista Networks in Q2 2021 and has held it in 10 quarters since.
Dark Forest Capital Management's Arista Networks position peaked at $6.28M in Q4 2025.
2,027 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

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