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Davidson Capital Management’s Arista Networks ANET Stock Holding History

Davidson 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 		$6.75M Buy
39,719
+754
+2% +$118K 1.08% 19
2026
Q1 		$4.78M Buy
38,965
+26,778
+220% +$3.58M 0.87% 34
2025
Q4 		$1.6M Buy
+12,187
New +$1.68M 0.35% 54

Other funds holding ANET

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Davidson Capital Management's ANET Position: Q2 2026 in Review

Davidson Capital Management increased its Arista Networks (ANET) stake by 1.9% in Q2 2026, buying an estimated $118K and bringing the position to 39,719 shares worth $6.75M. The position accounts for 1.08% of the portfolio, ranked #19.

Davidson Capital Management first reported a position in ANET in Q4 2025 and has held it in 3 quarters since. 949 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Davidson Capital Management held 39,719 shares of Arista Networks worth $6.75M as of Q2 2026.
  • Davidson Capital Management bought 754 Arista Networks shares in Q2 2026, an estimated $118K.
  • Arista Networks made up 1.08% of Davidson Capital Management's portfolio in Q2 2026, its #19 holding.
  • Davidson Capital Management first reported a position in Arista Networks in Q4 2025 and has held it in 3 quarters since.
  • 949 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Davidson Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.