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Knightsbridge Asset Management’s Arista Networks ANET Stock Holding History

Knightsbridge Asset 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 		$550K Sell
3,239
-649
-17% -$102K 0.07% 125
2026
Q1 		$477K Buy
3,888
+451
+13% +$60.3K 0.06% 124
2025
Q4 		$450K Buy
3,437
+1,036
+43% +$143K 0.07% 120
2025
Q3 		$350K Buy
2,401
+239
+11% +$30.8K 0.06% 116
2025
Q2 		$221K Buy
+2,162
New +$187K 0.05% 146

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 $3.37T AUM 44.26% 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

Knightsbridge Asset Management's ANET Position: Q2 2026 in Review

Knightsbridge Asset Management reduced its Arista Networks (ANET) stake by 17% in Q2 2026, selling an estimated $102K and leaving 3,239 shares worth $550K. The position accounts for 0.07% of the portfolio, ranked #125.

Knightsbridge Asset Management first reported a position in ANET in Q2 2025 and has held it in 5 quarters since. 2,260 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Knightsbridge Asset Management held 3,239 shares of Arista Networks worth $550K as of Q2 2026.
  • Knightsbridge Asset Management sold 649 Arista Networks shares in Q2 2026, an estimated $102K.
  • Arista Networks made up 0.07% of Knightsbridge Asset Management's portfolio in Q2 2026, its #125 holding.
  • Knightsbridge Asset Management first reported a position in Arista Networks in Q2 2025 and has held it in 5 quarters since.
  • 2,260 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Knightsbridge Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.