Hudson Bay Capital Management’s Arista Networks ANET Stock Holding History

Hudson Bay 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	$106M	Sell	623,500 -163,000	-21%	-$25.6M	0.29%	77
2026 Q1	$96.6M	Sell	786,500 -16	-0%	-$2.14K	0.33%	61
2025 Q4	$103M	Buy	786,516 +93,089	+13%	+$12.8M	0.34%	60
2025 Q3	$101M	Sell	693,427 -15,446	-2%	-$1.99M	0.34%	56
2025 Q2	$72.5M	Buy	708,873 +507,844	+253%	+$43.9M	0.25%	79
2025 Q1	$15.6M	Buy	+201,029	New	+$20.4M	0.05%	303
2024 Q3	–	Sell	-300,000	Closed	-$26.3M	–	850
2024 Q2	$26.3M	Buy	+300,000	New	+$22.3M	0.12%	115

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

Hudson Bay Capital Management's ANET Position: Q2 2026 in Review

Hudson Bay Capital Management reduced its Arista Networks (ANET) stake by 21% in Q2 2026, selling an estimated $25.6M and leaving 623,500 shares worth $106M. The position accounts for 0.29% of the portfolio, ranked #77.

Hudson Bay Capital Management first reported a position in ANET in Q2 2024 and has held it in 7 quarters since. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Hudson Bay Capital Management held 623,500 shares of Arista Networks worth $106M as of Q2 2026.
Hudson Bay Capital Management sold 163,000 Arista Networks shares in Q2 2026, an estimated $25.6M.
Arista Networks made up 0.29% of Hudson Bay Capital Management's portfolio in Q2 2026, its #77 holding.
Hudson Bay Capital Management first reported a position in Arista Networks in Q2 2024 and has held it in 7 quarters since.
2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

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