DJE Kapital’s Arista Networks ANET Stock Holding History

DJE Kapital’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	$79.2M	Buy	462,830 +361,989	+359%	+$56.9M	1.49%	24
2026 Q1	$12.2M	Buy	+100,841	New	+$13.5M	0.27%	58
2025 Q4	–	Sell	-21,125	Closed	-$2.15M	–	110
2025 Q3	$2.15M	Hold	21,125	–	–	0.05%	97
2025 Q2	$2.15M	Buy	21,125 +7,970	+61%	+$690K	0.05%	97
2025 Q1	$991K	Buy	+13,155	New	+$1.33M	0.03%	104

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

DJE Kapital's ANET Position: Q2 2026 in Review

DJE Kapital increased its Arista Networks (ANET) stake by 359% in Q2 2026, buying an estimated $56.9M and bringing the position to 462,830 shares worth $79.2M. The position accounts for 1.49% of the portfolio, ranked #24.

DJE Kapital first reported a position in ANET in Q1 2025 and has held it in 5 quarters since. 2,261 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

DJE Kapital held 462,830 shares of Arista Networks worth $79.2M as of Q2 2026.
DJE Kapital bought 361,989 Arista Networks shares in Q2 2026, an estimated $56.9M.
Arista Networks made up 1.49% of DJE Kapital's portfolio in Q2 2026, its #24 holding.
DJE Kapital first reported a position in Arista Networks in Q1 2025 and has held it in 5 quarters since.
2,261 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on DJE Kapital's 13F filing for Q2 2026, filed 4 Aug 2026.