Holocene Advisors’s Arista Networks ANET Stock Holding History

Holocene Advisors’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
2020 Q1	–	Sell	-3,288,000	Closed	-$41.8M	–	665
2019 Q4	$41.8M	Buy	+3,288,000	New	+$43.3M	0.37%	90

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

Holocene Advisors's ANET Position: Q1 2026 in Review

Holocene Advisors sold out of Arista Networks (ANET) in Q1 2026, closing a stake of 1,775,726 shares — an estimated $233M sold.

Holocene Advisors first reported a position in ANET in Q1 2019 and held it in 14 quarters. The position peaked at $247M in Q2 2025. 2,027 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

Holocene Advisors reported no remaining Arista Networks position as of Q1 2026 after selling out during the quarter.
Holocene Advisors sold 1,775,726 Arista Networks shares in Q1 2026, an estimated $233M.
Holocene Advisors first reported a position in Arista Networks in Q1 2019 and held it in 14 quarters.
Holocene Advisors's Arista Networks position peaked at $247M in Q2 2025.
2,027 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Holocene Advisors's 13F filing for Q1 2026, filed 15 May 2026.