Davis Capital Management’s Arista Networks ANET Stock Holding History

Davis 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	$4.76K	Buy	28 +24	+600%	+$3.77K	﹤0.01%	323
2026 Q1	$491	Sell	4 -5	-56%	-$669	﹤0.01%	423
2025 Q4	$1.18K	Hold	9	–	–	﹤0.01%	322
2025 Q3	$1.31K	Buy	+9	New	+$1.16K	﹤0.01%	325

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 $3.37T AUM 44.26% 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

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

Davis Capital Management increased its Arista Networks (ANET) stake by 600% in Q2 2026, buying an estimated $3.77K and bringing the position to 28 shares worth $4.76K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Davis Capital Management first reported a position in ANET in Q3 2025 and has held it in 4 quarters since. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Davis Capital Management held 28 shares of Arista Networks worth $4.76K as of Q2 2026.
Davis Capital Management bought 24 Arista Networks shares in Q2 2026, an estimated $3.77K.
Arista Networks made up ﹤0.01% of Davis Capital Management's portfolio in Q2 2026, its #323 holding.
Davis Capital Management first reported a position in Arista Networks in Q3 2025 and has held it in 4 quarters since.
2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.