Firsthand Capital Management’s Arista Networks ANET Stock Holding History

Firsthand 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	$1.84M	Sell	15,000 -3,000	-17%	-$401K	3.93%	8
2025 Q4	$2.36M	Hold	18,000	–	–	4.38%	5
2025 Q3	$2.62M	Hold	18,000	–	–	4.4%	7
2025 Q2	$1.84M	Hold	18,000	–	–	3.31%	8
2025 Q1	$1.39M	Buy	18,000 +10,000	+125%	+$1.01M	3.38%	10
2024 Q4	$884K	Buy	+8,000	New	+$823K	1.84%	19
2020 Q4	–	Sell	-240,000	Closed	-$3.1M	–	55
2020 Q3	$3.1M	Hold	240,000	–	–	1.23%	25
2020 Q2	$3.15M	Hold	240,000	–	–	1.44%	25
2020 Q1	$3.04M	Sell	240,000 -880,000	-79%	-$11.4M	2.41%	12
2019 Q4	$14.2M	Hold	1,120,000	–	–	5.55%	2
2019 Q3	$16.7M	Hold	1,120,000	–	–	6.75%	2
2019 Q2	$18.2M	Hold	1,120,000	–	–	7%	3
2019 Q1	$22M	Hold	1,120,000	–	–	8.2%	1
2018 Q4	$14.7M	Hold	1,120,000	–	–	9.3%	1
2018 Q3	$18.6M	Hold	1,120,000	–	–	8.77%	2
2018 Q2	$18M	Hold	1,120,000	–	–	8.45%	3
2018 Q1	$17.9M	Hold	1,120,000	–	–	9.99%	2
2017 Q4	$16.5M	Hold	1,120,000	–	–	12.14%	2
2017 Q3	$13.3M	Sell	1,120,000 -80,000	-7%	-$837K	11.78%	2
2017 Q2	$11.2M	Hold	1,200,000	–	–	11.33%	2
2017 Q1	$9.92M	Hold	1,200,000	–	–	10.6%	1
2016 Q4	$7.25M	Hold	1,200,000	–	–	7.83%	2
2016 Q3	$6.38M	Hold	1,200,000	–	–	5.86%	3
2016 Q2	$4.83M	Hold	1,200,000	–	–	5.3%	4
2016 Q1	$4.73M	Hold	1,200,000	–	–	4.08%	8
2015 Q4	$5.84M	Buy	1,200,000 +80,000	+7%	+$347K	4.5%	6
2015 Q3	$4.28M	Hold	1,120,000	–	–	3.42%	10
2015 Q2	$5.72M	Buy	+1,120,000	New	+$5.01M	3.61%	8

Other funds holding ANET

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Firsthand Capital Management reduced its Arista Networks (ANET) stake by 17% in Q1 2026, selling an estimated $401K and leaving 15,000 shares worth $1.84M. The position accounts for 3.93% of the portfolio, ranked #8.

Firsthand Capital Management first reported a position in ANET in Q2 2015 and has held it in 28 quarters since. The position peaked at $22M in Q1 2019. 2,027 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

Firsthand Capital Management held 15,000 shares of Arista Networks worth $1.84M as of Q1 2026.
Firsthand Capital Management sold 3,000 Arista Networks shares in Q1 2026, an estimated $401K.
Arista Networks made up 3.93% of Firsthand Capital Management's portfolio in Q1 2026, its #8 holding.
Firsthand Capital Management first reported a position in Arista Networks in Q2 2015 and has held it in 28 quarters since.
Firsthand Capital Management's Arista Networks position peaked at $22M in Q1 2019.
2,027 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Firsthand Capital Management's 13F filing for Q1 2026, filed 14 May 2026.