Hudson Bay Capital Management
ANET icon

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
2025
Q2 		– Sell
-150,000
Closed -$11.6M – 1366
2025
Q1 		$11.6M Buy
+150,000
New +$15.2M 0.04% 363
2024
Q3 		– Sell
-300,000
Closed -$26.3M – 851
2024
Q2 		$26.3M Buy
+300,000
New +$22.3M 0.12% 116

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Hudson Bay Capital Management's ANET Position: Q1 2026 in Review

Hudson Bay Capital Management reduced its Arista Networks (ANET) stake by 0% in Q1 2026, selling an estimated $2.14K and leaving 786,500 shares worth $96.6M. The position accounts for 0.33% of the portfolio, ranked #61.

Hudson Bay Capital Management first reported a position in ANET in Q2 2024 and has held it in 6 quarters since. The position peaked at $103M in Q4 2025. 2,034 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • Hudson Bay Capital Management held 786,500 shares of Arista Networks worth $96.6M as of Q1 2026.
  • Hudson Bay Capital Management sold 16 Arista Networks shares in Q1 2026, an estimated $2.14K.
  • Arista Networks made up 0.33% of Hudson Bay Capital Management's portfolio in Q1 2026, its #61 holding.
  • Hudson Bay Capital Management first reported a position in Arista Networks in Q2 2024 and has held it in 6 quarters since.
  • Hudson Bay Capital Management's Arista Networks position peaked at $103M in Q4 2025.
  • 2,034 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Hudson Bay Capital Management's 13F filing for Q1 2026, filed 13 May 2026.