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Francois Rochon’s Arista Networks ANET Stock Holding History

Francois Rochon’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 		$57.7M Sell
339,892
-83,469
-20% -$13.1M 1.94% 21
2026
Q1 		$52M Buy
423,361
+4,203
+1% +$562K 1.9% 22
2025
Q4 		$54.9M Buy
419,158
+6,759
+2% +$930K 1.83% 22
2025
Q3 		$60.1M Sell
412,399
-70,162
-15% -$9.03M 2.04% 21
2025
Q2 		$49.4M Buy
482,561
+16,033
+3% +$1.39M 1.69% 22
2025
Q1 		$36.1M Buy
466,528
+56,100
+14% +$5.69M 1.33% 26
2024
Q4 		$45.4M Sell
410,428
-16,252
-4% -$1.67M 1.66% 23
2024
Q3 		$40.9M Buy
426,680
+36,204
+9% +$3.15M 1.56% 23
2024
Q2 		$34.2M Buy
390,476
+8,024
+2% +$597K 1.45% 26
2024
Q1 		$27.7M Sell
382,452
-15,324
-4% -$1.03M 1.13% 29
2023
Q4 		$23.4M Buy
397,776
+2,976
+0.8% +$156K 1.1% 26
2023
Q3 		$18.2M Sell
394,800
-21,028
-5% -$937K 0.99% 28
2023
Q2 		$16.8M Buy
415,828
+14,020
+3% +$542K 0.89% 27
2023
Q1 		$16.9M Sell
401,808
-3,132
-0.8% -$108K 1.02% 26
2022
Q4 		$12.3M Buy
404,940
+29,008
+8% +$893K 0.76% 27
2022
Q3 		$10.6M Buy
375,932
+13,616
+4% +$393K 0.72% 29
2022
Q2 		$8.49M Buy
362,316
+7,376
+2% +$202K 0.56% 28
2022
Q1 		$12.3M Buy
354,940
+6,396
+2% +$202K 0.7% 26
2021
Q4 		$12.5M Sell
348,544
-37,824
-10% -$1.13M 0.67% 26
2021
Q3 		$8.3M Buy
386,368
+129,792
+51% +$2.97M 0.49% 26
2021
Q2 		$5.81M Sell
256,576
-17,536
-6% -$366K 0.35% 26
2021
Q1 		$5.17M Buy
274,112
+13,008
+5% +$243K 0.35% 26
2020
Q4 		$4.74M Buy
261,104
+36,384
+16% +$577K 0.36% 26
2020
Q3 		$2.91M Buy
224,720
+59,200
+36% +$813K 0.27% 27
2020
Q2 		$2.17M Buy
+165,520
New +$2.24M 0.22% 29

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

Francois Rochon's ANET Position: Q2 2026 in Review

Francois Rochon reduced its Arista Networks (ANET) stake by 20% in Q2 2026, selling an estimated $13.1M and leaving 339,892 shares worth $57.7M. The position accounts for 1.94% of the portfolio, ranked #21.

Francois Rochon first reported a position in ANET in Q2 2020 and has held it in 25 quarters since. The position peaked at $60.1M in Q3 2025. 2,248 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Francois Rochon held 339,892 shares of Arista Networks worth $57.7M as of Q2 2026.
  • Francois Rochon sold 83,469 Arista Networks shares in Q2 2026, an estimated $13.1M.
  • Arista Networks made up 1.94% of Francois Rochon's portfolio in Q2 2026, its #21 holding.
  • Francois Rochon first reported a position in Arista Networks in Q2 2020 and has held it in 25 quarters since.
  • Francois Rochon's Arista Networks position peaked at $60.1M in Q3 2025.
  • 2,248 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Giverny Capital's 13F filing for Q2 2026, filed 14 Aug 2026.