Kadensa Capital’s Arista Networks ANET Stock Holding History

Kadensa Capital’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	-158,693	Closed	-$12.3M	–	47
2025 Q1	$12.3M	Buy	+158,693	New	+$16.1M	1.53%	29

Other funds holding ANET

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Kadensa Capital's ANET Position: Q2 2025 in Review

Kadensa Capital sold out of Arista Networks (ANET) in Q2 2025, closing a stake of 158,693 shares — an estimated $12.3M sold.

Kadensa Capital first reported a position in ANET in Q1 2025 and held it in 1 quarter. The position peaked at $12.3M in Q1 2025. 1,673 funds tracked by Wall St. Rank hold ANET as of Q2 2025.

Kadensa Capital reported no remaining Arista Networks position as of Q2 2025 after selling out during the quarter.
Kadensa Capital sold 158,693 Arista Networks shares in Q2 2025, an estimated $12.3M.
Kadensa Capital first reported a position in Arista Networks in Q1 2025 and held it in 1 quarter.
Kadensa Capital's Arista Networks position peaked at $12.3M in Q1 2025.
1,673 funds tracked by Wall St. Rank held Arista Networks as of Q2 2025.

Based on Kadensa Capital's 13F filing for Q2 2025, filed 14 Aug 2025.