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Incline Global Management’s Arista Networks ANET Stock Holding History

Incline Global 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 		$17.5M Buy
+102,954
New +$16.2M 4.91% 13
2019
Q3 		– Sell
-1,641,552
Closed -$26.6M – 21
2019
Q2 		$26.6M Buy
1,641,552
+662,352
+68% +$11.5M 5.49% 8
2019
Q1 		$19.2M Buy
+979,200
New +$15.5M 3.86% 16

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 $3.38T AUM 44.17% 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

Incline Global Management's ANET Position: Q2 2026 in Review

Incline Global Management opened a new position in Arista Networks (ANET) in Q2 2026: 102,954 shares worth $17.5M. The stake represents 4.91% of the portfolio and ranks #13 among its holdings. This is a return to the name: Incline Global Management previously reported a position in ANET as recently as Q2 2019.

Incline Global Management first reported a position in ANET in Q1 2019 and has held it in 3 quarters since. The position peaked at $26.6M in Q2 2019. 2,269 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Incline Global Management held 102,954 shares of Arista Networks worth $17.5M as of Q2 2026.
  • Arista Networks was a new Incline Global Management position in Q2 2026.
  • Arista Networks made up 4.91% of Incline Global Management's portfolio in Q2 2026, its #13 holding.
  • Incline Global Management first reported a position in Arista Networks in Q1 2019 and has held it in 3 quarters since.
  • Incline Global Management's Arista Networks position peaked at $26.6M in Q2 2019.
  • 2,269 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Incline Global Management's 13F filing for Q2 2026, filed 14 Aug 2026.