Gunderson Capital Management’s Arista Networks ANET Stock Holding History

Gunderson 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 Q2	$10.2M	Buy	+60,174	New	+$9.45M	2.76%	16
2025 Q4	–	Sell	-64,741	Closed	-$9.43M	–	41
2025 Q3	$9.43M	Buy	64,741 +32,683	+102%	+$4.21M	3.48%	7
2025 Q2	$3.28M	Buy	+32,058	New	+$2.77M	1.37%	24
2025 Q1	–	Sell	-130,567	Closed	-$14.4M	–	32
2024 Q4	$14.4M	Buy	130,567 +3,003	+2%	+$309K	7.1%	2
2024 Q3	$12.2M	Sell	127,564 -4,332	-3%	-$377K	5.18%	6
2024 Q2	$11.6M	Buy	131,896 +15,660	+13%	+$1.16M	4.96%	6
2024 Q1	$8.43M	Buy	116,236 +77,452	+200%	+$5.22M	3.91%	12
2023 Q4	$2.28M	Buy	38,784 +6,120	+19%	+$321K	1.3%	24
2023 Q3	$1.5M	Sell	32,664 -1,528	-4%	-$68.1K	1.02%	32
2023 Q2	$1.39M	Sell	34,192 -672	-2%	-$26K	0.92%	30
2023 Q1	$1.46M	Buy	+34,864	New	+$1.2M	1.09%	26

Other funds holding ANET

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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 Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Gunderson Capital Management opened a new position in Arista Networks (ANET) in Q2 2026: 60,174 shares worth $10.2M. The stake represents 2.76% of the portfolio and ranks #16 among its holdings. This is a return to the name: Gunderson Capital Management previously reported a position in ANET as recently as Q3 2025.

Gunderson Capital Management first reported a position in ANET in Q1 2023 and has held it in 11 quarters since. The position peaked at $14.4M in Q4 2024. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Gunderson Capital Management held 60,174 shares of Arista Networks worth $10.2M as of Q2 2026.
Arista Networks was a new Gunderson Capital Management position in Q2 2026.
Arista Networks made up 2.76% of Gunderson Capital Management's portfolio in Q2 2026, its #16 holding.
Gunderson Capital Management first reported a position in Arista Networks in Q1 2023 and has held it in 11 quarters since.
Gunderson Capital Management's Arista Networks position peaked at $14.4M in Q4 2024.
2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Gunderson Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.