GKV Capital Management’s Arista Networks ANET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8.38M Buy
49,300
+2,049
+4% +$322K 2.7% 9
2026
Q1
$5.8M Buy
47,251
+1,385
+3% +$185K 2.18% 14
2025
Q4
$6.01M Buy
45,866
+71
+0.2% +$9.77K 2.25% 11
2025
Q3
$6.67M Sell
45,795
-650
-1% -$83.7K 2.64% 9
2025
Q2
$4.75M Buy
46,445
+32,145
+225% +$2.78M 2.1% 12
2025
Q1
$1.11M Sell
14,300
-24,660
-63% -$2.5M 0.55% 44
2024
Q4
$4.31M Buy
+38,960
New +$4.01M 1.76% 16

Other funds holding ANET

GKV Capital Management's ANET Position: Q2 2026 in Review

GKV Capital Management increased its Arista Networks (ANET) stake by 4.3% in Q2 2026, buying an estimated $322K and bringing the position to 49,300 shares worth $8.38M. The position accounts for 2.7% of the portfolio, ranked #9.

GKV Capital Management first reported a position in ANET in Q4 2024 and has held it in 7 quarters since. 1,024 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • GKV Capital Management held 49,300 shares of Arista Networks worth $8.38M as of Q2 2026.
  • GKV Capital Management bought 2,049 Arista Networks shares in Q2 2026, an estimated $322K.
  • Arista Networks made up 2.7% of GKV Capital Management's portfolio in Q2 2026, its #9 holding.
  • GKV Capital Management first reported a position in Arista Networks in Q4 2024 and has held it in 7 quarters since.
  • 1,024 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on GKV Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.