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Fire Capital Management’s Arista Networks ANET Stock Holding History

Fire 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
Q1 		$1.9M Buy
15,460
+391
+3% +$52.3K 0.89% 29
2025
Q4 		$1.97M Buy
15,069
+4,051
+37% +$558K 0.98% 28
2025
Q3 		$1.61M Sell
11,018
-148
-1% -$19.1K 0.92% 28
2025
Q2 		$1.14M Sell
11,166
-455
-4% -$39.4K 0.73% 40
2025
Q1 		$900K Sell
11,621
-1,394
-11% -$141K 0.66% 43
2024
Q4 		$1.44M Buy
+13,015
New +$1.34M 1.07% 25

Other funds holding ANET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fire Capital Management's ANET Position: Q1 2026 in Review

Fire Capital Management increased its Arista Networks (ANET) stake by 2.6% in Q1 2026, buying an estimated $52.3K and bringing the position to 15,460 shares worth $1.9M. The position accounts for 0.89% of the portfolio, ranked #29.

Fire Capital Management first reported a position in ANET in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.97M in Q4 2025. 2,029 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • Fire Capital Management held 15,460 shares of Arista Networks worth $1.9M as of Q1 2026.
  • Fire Capital Management bought 391 Arista Networks shares in Q1 2026, an estimated $52.3K.
  • Arista Networks made up 0.89% of Fire Capital Management's portfolio in Q1 2026, its #29 holding.
  • Fire Capital Management first reported a position in Arista Networks in Q4 2024 and has held it in 6 quarters since.
  • Fire Capital Management's Arista Networks position peaked at $1.97M in Q4 2025.
  • 2,029 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Fire Capital Management's 13F filing for Q1 2026, filed 8 May 2026.