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Lee Ainslie’s Arista Networks ANET Stock Holding History

Lee Ainslie’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 		$1.15M Buy
+6,785
New +$1.07M 0.01% 103
2024
Q2 		– Sell
-23,616
Closed -$1.71M – 278
2024
Q1 		$1.71M Buy
23,616
+13,796
+140% +$931K 0.03% 92
2023
Q4 		$578K Sell
9,820
-2,696
-22% -$142K 0.01% 172
2023
Q3 		$576K Sell
12,516
-4,960
-28% -$221K 0.01% 165
2023
Q2 		$708K Sell
17,476
-1,149,852
-99% -$44.5M 0.02% 196
2023
Q1 		$49M Buy
1,167,328
+1,072,404
+1,130% +$36.9M 1.24% 25
2022
Q4 		$2.88M Sell
94,924
-15,636
-14% -$481K 0.07% 77
2022
Q3 		$3.12M Buy
+110,560
New +$3.19M 0.07% 74
2021
Q4 		– Sell
-80,464
Closed -$1.73M – 331
2021
Q3 		$1.73M Buy
80,464
+25,136
+45% +$576K 0.02% 198
2021
Q2 		$1.25M Sell
55,328
-9,136
-14% -$191K 0.01% 232
2021
Q1 		$1.22M Sell
64,464
-37,632
-37% -$704K 0.01% 216
2020
Q4 		$1.85M Sell
102,096
-28,736
-22% -$455K 0.03% 139
2020
Q3 		$1.69M Buy
130,832
+41,600
+47% +$571K 0.03% 167
2020
Q2 		$1.17M Buy
+89,232
New +$1.21M 0.02% 288
2018
Q1 		– Sell
-422,880
Closed -$6.23M – 221
2017
Q4 		$6.23M Buy
+422,880
New +$5.66M 0.08% 134
2017
Q3 		– Sell
-255,360
Closed -$2.39M – 182
2017
Q2 		$2.39M Buy
+255,360
New +$2.31M 0.03% 124

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

Lee Ainslie's ANET Position: Q2 2026 in Review

Lee Ainslie opened a new position in Arista Networks (ANET) in Q2 2026: 6,785 shares worth $1.15M. The stake represents 0.01% of the portfolio and ranks #103 among its holdings. This is a return to the name: Lee Ainslie previously reported a position in ANET as recently as Q1 2024.

Lee Ainslie first reported a position in ANET in Q2 2017 and has held it in 16 quarters since. The position peaked at $49M in Q1 2023. 2,248 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Lee Ainslie held 6,785 shares of Arista Networks worth $1.15M as of Q2 2026.
  • Arista Networks was a new Lee Ainslie position in Q2 2026.
  • Arista Networks made up 0.01% of Lee Ainslie's portfolio in Q2 2026, its #103 holding.
  • Lee Ainslie first reported a position in Arista Networks in Q2 2017 and has held it in 16 quarters since.
  • Lee Ainslie's Arista Networks position peaked at $49M in Q1 2023.
  • 2,248 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Maverick Capital's 13F filing for Q2 2026, filed 14 Aug 2026.