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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
Q2 		– Sell
-100,000
Closed -$12.3M – 247
2026
Q1 		$12.3M Sell
100,000
-100,000
-50% -$13.4M 0.15% 114
2025
Q4 		$26.2M Buy
+200,000
New +$27.5M 0.31% 74
2024
Q2 		– Sell
-100,000
Closed -$7.25M – 261
2024
Q1 		$7.25M Buy
+100,000
New +$6.75M 0.1% 132

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
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
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Davidson Kempner Capital Management sold out of Arista Networks (ANET) in Q2 2026, closing a stake of 100,000 shares — an estimated $12.3M sold.

Davidson Kempner Capital Management first reported a position in ANET in Q1 2024 and held it in 3 quarters. The position peaked at $26.2M in Q4 2025. 2,260 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Davidson Kempner Capital Management reported no remaining Arista Networks position as of Q2 2026 after selling out during the quarter.
  • Davidson Kempner Capital Management sold 100,000 Arista Networks shares in Q2 2026, an estimated $12.3M.
  • Davidson Kempner Capital Management first reported a position in Arista Networks in Q1 2024 and held it in 3 quarters.
  • Davidson Kempner Capital Management's Arista Networks position peaked at $26.2M in Q4 2025.
  • 2,260 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

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