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

Davidson Kempner 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 		$12.3M Sell
100,000
-100,000
-50% -$13.4M 0.17% 109
2025
Q4 		$26.2M Buy
+200,000
New +$27.5M 0.34% 71
2024
Q2 		– Sell
-100,000
Closed -$7.25M – 261
2024
Q1 		$7.25M Buy
+100,000
New +$6.75M 0.1% 132

Other funds holding ANET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Davidson Kempner Capital Management's ANET Position: Q1 2026 in Review

Davidson Kempner Capital Management reduced its Arista Networks (ANET) stake by 50% in Q1 2026, selling an estimated $13.4M and leaving 100,000 shares worth $12.3M. The position accounts for 0.17% of the portfolio, ranked #109.

Davidson Kempner Capital Management first reported a position in ANET in Q1 2024 and has held it in 3 quarters since. The position peaked at $26.2M in Q4 2025. 2,027 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • Davidson Kempner Capital Management held 100,000 shares of Arista Networks worth $12.3M as of Q1 2026.
  • Davidson Kempner Capital Management sold 100,000 Arista Networks shares in Q1 2026, an estimated $13.4M.
  • Arista Networks made up 0.17% of Davidson Kempner Capital Management's portfolio in Q1 2026, its #109 holding.
  • Davidson Kempner Capital Management first reported a position in Arista Networks in Q1 2024 and has held it in 3 quarters since.
  • Davidson Kempner Capital Management's Arista Networks position peaked at $26.2M in Q4 2025.
  • 2,027 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

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