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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Knightsbridge Asset Management's ANET Position: Q1 2026 in Review

Knightsbridge Asset Management increased its Arista Networks (ANET) stake by 13% in Q1 2026, buying an estimated $60.3K and bringing the position to 3,888 shares worth $477K. The position accounts for 0.06% of the portfolio, ranked #124.

Knightsbridge Asset Management first reported a position in ANET in Q2 2025 and has held it in 4 quarters since. 2,027 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • Knightsbridge Asset Management held 3,888 shares of Arista Networks worth $477K as of Q1 2026.
  • Knightsbridge Asset Management bought 451 Arista Networks shares in Q1 2026, an estimated $60.3K.
  • Arista Networks made up 0.06% of Knightsbridge Asset Management's portfolio in Q1 2026, its #124 holding.
  • Knightsbridge Asset Management first reported a position in Arista Networks in Q2 2025 and has held it in 4 quarters since.
  • 2,027 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Knightsbridge Asset Management's 13F filing for Q1 2026, filed 15 May 2026.