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Harvey Capital Management’s Arista Networks ANET Stock Holding History

Harvey 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 		$7.05M Buy
41,504
+330
+0.8% +$51.8K 1.45% 19
2026
Q1 		$5.06M Buy
41,174
+29,209
+244% +$3.91M 1.15% 27
2025
Q4 		$1.57M Buy
11,965
+3,205
+37% +$441K 0.33% 47
2025
Q3 		$1.28M Sell
8,760
-3,535
-29% -$455K 0.27% 52
2025
Q2 		$1.22M Buy
+12,295
New +$1.06M 0.28% 49

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

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

Harvey Capital Management increased its Arista Networks (ANET) stake by 0.8% in Q2 2026, buying an estimated $51.8K and bringing the position to 41,504 shares worth $7.05M. The position accounts for 1.45% of the portfolio, ranked #19.

Harvey Capital Management first reported a position in ANET in Q2 2025 and has held it in 5 quarters since. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Harvey Capital Management held 41,504 shares of Arista Networks worth $7.05M as of Q2 2026.
  • Harvey Capital Management bought 330 Arista Networks shares in Q2 2026, an estimated $51.8K.
  • Arista Networks made up 1.45% of Harvey Capital Management's portfolio in Q2 2026, its #19 holding.
  • Harvey Capital Management first reported a position in Arista Networks in Q2 2025 and has held it in 5 quarters since.
  • 2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Harvey Capital Management's 13F filing for Q2 2026, filed 17 Aug 2026.