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DSM Capital Partners’s Arista Networks ANET Stock Holding History

DSM Capital Partners’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 		$447M Sell
2,632,116
-54,578
-2% -$8.57M 7.66% 4
2026
Q1 		$330M Sell
2,686,694
-96,324
-3% -$12.9M 5.83% 6
2025
Q4 		$365M Sell
2,783,018
-150,196
-5% -$20.7M 5.4% 6
2025
Q3 		$427M Sell
2,933,214
-2,082,080
-42% -$268M 6.09% 6
2025
Q2 		$513M Sell
5,015,294
-623,872
-11% -$54M 7.58% 5
2025
Q1 		$437M Buy
5,639,166
+450,288
+9% +$45.7M 7.64% 5
2024
Q4 		$574M Sell
5,188,878
-581,006
-10% -$59.7M 8.86% 4
2024
Q3 		$554M Sell
5,769,884
-363,012
-6% -$31.6M 8.45% 4
2024
Q2 		$537M Sell
6,132,896
-712,320
-10% -$53M 7.78% 5
2024
Q1 		$496M Buy
6,845,216
+539,220
+9% +$36.4M 6.78% 5
2023
Q4 		$371M Buy
6,305,996
+293,596
+5% +$15.4M 5.68% 7
2023
Q3 		$276M Buy
6,012,400
+95,392
+2% +$4.25M 4.66% 8
2023
Q2 		$240M Buy
5,917,008
+2,578,932
+77% +$99.7M 3.88% 9
2023
Q1 		$140M Buy
+3,338,076
New +$115M 2.29% 19

Other funds holding ANET

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
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
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

DSM Capital Partners's ANET Position: Q2 2026 in Review

DSM Capital Partners reduced its Arista Networks (ANET) stake by 2% in Q2 2026, selling an estimated $8.57M and leaving 2,632,116 shares worth $447M. The position accounts for 7.66% of the portfolio, ranked #4.

DSM Capital Partners first reported a position in ANET in Q1 2023 and has held it in 14 quarters since. The position peaked at $574M in Q4 2024. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • DSM Capital Partners held 2,632,116 shares of Arista Networks worth $447M as of Q2 2026.
  • DSM Capital Partners sold 54,578 Arista Networks shares in Q2 2026, an estimated $8.57M.
  • Arista Networks made up 7.66% of DSM Capital Partners's portfolio in Q2 2026, its #4 holding.
  • DSM Capital Partners first reported a position in Arista Networks in Q1 2023 and has held it in 14 quarters since.
  • DSM Capital Partners's Arista Networks position peaked at $574M in Q4 2024.
  • 2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on DSM Capital Partners's 13F filing for Q2 2026, filed 3 Aug 2026.