Dmitry Balyasny’s Arista Networks ANET Stock Holding History

Dmitry Balyasny’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	$883K	Sell	5,200 -54,000	-91%	-$8.48M	﹤0.01%	2280
2026 Q1	$7.27M	Buy	59,200 +9,300	+19%	+$1.24M	0.01%	1181
2025 Q4	$6.54M	Sell	49,900 -1,100	-2%	-$151K	0.01%	1249
2025 Q3	$7.43M	Sell	51,000 -162,000	-76%	-$20.9M	0.01%	1196
2025 Q2	$21.8M	Buy	213,000 +100,600	+90%	+$8.7M	0.03%	632
2025 Q1	$8.71M	Buy	+112,400	New	+$11.4M	0.01%	995
2021 Q1	–	Sell	-960,000	Closed	-$17.4M	–	1726
2020 Q4	$17.4M	Buy	+960,000	New	+$15.2M	0.1%	292
2018 Q1	–	Sell	-160,000	Closed	-$2.36M	–	1908
2017 Q4	$2.36M	Sell	160,000 -80,000	-33%	-$1.07M	0.01%	1091
2017 Q3	$2.84M	Sell	240,000 -560,000	-70%	-$5.86M	0.01%	874
2017 Q2	$7.49M	Buy	+800,000	New	+$7.24M	0.03%	630
2016 Q2	–	Sell	-560,000	Closed	-$2.21M	–	1146
2016 Q1	$2.21M	Buy	+560,000	New	+$2.19M	0.01%	678

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

Dmitry Balyasny's ANET Position: Q2 2026 in Review

Dmitry Balyasny increased its Arista Networks (ANET) stake by 2,659% in Q2 2026, buying an estimated $74M and bringing the position to 489,047 shares worth $83.1M. The position accounts for 0.1% of the portfolio, ranked #228.

Dmitry Balyasny first reported a position in ANET in Q4 2015 and has held it in 27 quarters since. The position peaked at $373M in Q2 2025. 2,248 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Dmitry Balyasny held 489,047 shares of Arista Networks worth $83.1M as of Q2 2026.
Dmitry Balyasny bought 471,324 Arista Networks shares in Q2 2026, an estimated $74M.
Arista Networks made up 0.1% of Dmitry Balyasny's portfolio in Q2 2026, its #228 holding.
Dmitry Balyasny first reported a position in Arista Networks in Q4 2015 and has held it in 27 quarters since.
Dmitry Balyasny's Arista Networks position peaked at $373M in Q2 2025.
2,248 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.