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 Q2	$2.96M	Sell	17,422 -3,630	-17%	-$570K	0.19%	165
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Dark Forest Capital Management's ANET Position: Q2 2026 in Review

Dark Forest Capital Management reduced its Arista Networks (ANET) stake by 17% in Q2 2026, selling an estimated $570K and leaving 17,422 shares worth $2.96M. The position accounts for 0.19% of the portfolio, ranked #165.

Dark Forest Capital Management first reported a position in ANET in Q2 2021 and has held it in 11 quarters since. The position peaked at $6.28M in Q4 2025. 2,269 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Dark Forest Capital Management held 17,422 shares of Arista Networks worth $2.96M as of Q2 2026.
Dark Forest Capital Management sold 3,630 Arista Networks shares in Q2 2026, an estimated $570K.
Arista Networks made up 0.19% of Dark Forest Capital Management's portfolio in Q2 2026, its #165 holding.
Dark Forest Capital Management first reported a position in Arista Networks in Q2 2021 and has held it in 11 quarters since.
Dark Forest Capital Management's Arista Networks position peaked at $6.28M in Q4 2025.
2,269 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Dark Forest Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.