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 Q3	$6.72K	Buy	33 +5	+18%	+$941	﹤0.01%	283
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

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

NPPM

North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

GCM

Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Davis Capital Management's ANET Position: Q3 2026 in Review

Davis Capital Management increased its Arista Networks (ANET) stake by 18% in Q3 2026, buying an estimated $941 and bringing the position to 33 shares worth $6.72K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Davis Capital Management first reported a position in ANET in Q3 2025 and has held it in 5 quarters since. 102 funds tracked by Wall St. Rank hold ANET as of Q3 2026.

Davis Capital Management held 33 shares of Arista Networks worth $6.72K as of Q3 2026.
Davis Capital Management bought 5 Arista Networks shares in Q3 2026, an estimated $941.
Arista Networks made up ﹤0.01% of Davis Capital Management's portfolio in Q3 2026, its #283 holding.
Davis Capital Management first reported a position in Arista Networks in Q3 2025 and has held it in 5 quarters since.
102 funds tracked by Wall St. Rank held Arista Networks as of Q3 2026.

Based on Davis Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.