Discovery Capital Management’s Arista Networks ANET Stock Holding History
Bought
Maintained
Sold
Other funds holding ANET
CAM
Discovery Capital Management's ANET Position: Q2 2026 in Review
Discovery Capital Management opened a new position in Arista Networks (ANET) in Q2 2026: 12,307 shares worth $2.09M. The stake represents 0.09% of the portfolio and ranks #87 among its holdings. This is a return to the name: Discovery Capital Management previously reported a position in ANET as recently as Q4 2023.
Discovery Capital Management first reported a position in ANET in Q2 2022 and has held it in 8 quarters since. The position peaked at $36.3M in Q1 2023. 2,257 funds tracked by Wall St. Rank hold ANET as of Q2 2026.
- Discovery Capital Management held 12,307 shares of Arista Networks worth $2.09M as of Q2 2026.
- Arista Networks was a new Discovery Capital Management position in Q2 2026.
- Arista Networks made up 0.09% of Discovery Capital Management's portfolio in Q2 2026, its #87 holding.
- Discovery Capital Management first reported a position in Arista Networks in Q2 2022 and has held it in 8 quarters since.
- Discovery Capital Management's Arista Networks position peaked at $36.3M in Q1 2023.
- 2,257 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.
Based on Discovery Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.