Davidson Kahn Capital Management’s Arista Networks ANET Stock Holding History

Davidson Kahn 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	$1.21M	Hold	7,132	–	–	0.52%	38
2026 Q1	$876K	Sell	7,132 -1,630	-19%	-$218K	0.47%	36
2025 Q4	$1.15M	Hold	8,762	–	–	0.6%	38
2025 Q3	$1.28M	Buy	8,762 +6	+0.1%	+$773	0.71%	35
2025 Q2	$896K	Sell	8,756 -104	-1%	-$9K	0.57%	37
2025 Q1	$686K	Sell	8,860 -60	-0.7%	-$6.08K	0.53%	38
2024 Q4	$986K	Buy	+8,920	New	+$917K	0.91%	31

Other funds holding ANET

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

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

Davidson Kahn Capital Management held its Arista Networks (ANET) position steady in Q2 2026 at 7,132 shares worth $1.21M. The position accounts for 0.52% of the portfolio, ranked #38.

Davidson Kahn Capital Management first reported a position in ANET in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.28M in Q3 2025. 656 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Davidson Kahn Capital Management held 7,132 shares of Arista Networks worth $1.21M as of Q2 2026.
Davidson Kahn Capital Management left its Arista Networks share count unchanged in Q2 2026.
Arista Networks made up 0.52% of Davidson Kahn Capital Management's portfolio in Q2 2026, its #38 holding.
Davidson Kahn Capital Management first reported a position in Arista Networks in Q4 2024 and has held it in 7 quarters since.
Davidson Kahn Capital Management's Arista Networks position peaked at $1.28M in Q3 2025.
656 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Davidson Kahn Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.