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LMR Partners’s Arista Networks ANET Stock Holding History

LMR Partners’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 		$6.14M Buy
50,000
+20,000
+67% +$2.68M 0.01% 571
2025
Q4 		$3.93M Sell
30,000
-70,466
-70% -$9.7M 0.01% 635
2025
Q3 		$14.6M Buy
+100,466
New +$12.9M 0.06% 238
2025
Q1 		– Sell
-203,000
Closed -$22.4M – 1357
2024
Q4 		$22.4M Sell
203,000
-79,176
-28% -$8.14M 0.19% 109
2024
Q3 		$27.1M Buy
+282,176
New +$24.6M 0.22% 85
2024
Q2 		– Sell
-66,392
Closed -$4.94M – 1104
2024
Q1 		$4.81M Buy
66,392
+59,000
+798% +$3.98M 0.05% 340
2023
Q4 		$435K Buy
+7,392
New +$388K 0.01% 666
2023
Q2 		– Sell
-322,316
Closed -$13.5M – 894
2023
Q1 		$13.5M Buy
322,316
+252,624
+362% +$8.68M 0.21% 122
2022
Q4 		$2.11M Buy
+69,692
New +$2.15M 0.04% 497
2022
Q3 		– Sell
-22,824
Closed -$535K – 1208
2022
Q2 		$535K Buy
+22,824
New +$626K 0.01% 895
2022
Q1 		– Sell
-12,808
Closed -$460K – 1216
2021
Q4 		$460K Buy
+12,808
New +$382K ﹤0.01% 935
2021
Q3 		– Sell
-347,856
Closed -$7.88M – 987
2021
Q2 		$7.88M Buy
+347,856
New +$7.26M 0.12% 158
2021
Q1 		– Sell
-35,408
Closed -$643K – 949
2020
Q4 		$643K Buy
+35,408
New +$561K 0.01% 324
2020
Q3 		– Sell
-168,864
Closed -$2.22M – 448
2020
Q2 		$2.22M Buy
+168,864
New +$2.28M 0.06% 238
2020
Q1 		– Sell
-25,920
Closed -$330 – 252
2019
Q4 		$330 Buy
+25,920
New +$341K ﹤0.01% 344
2017
Q2 		– Sell
-682,944
Closed -$5.65M – 600
2017
Q1 		$5.65M Buy
+682,944
New +$4.71M 0.54% 35

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

LMR Partners's ANET Position: Q1 2026 in Review

LMR Partners increased its Arista Networks (ANET) stake by 67% in Q1 2026, buying an estimated $2.68M and bringing the position to 50,000 shares worth $6.14M. The position accounts for 0.01% of the portfolio, ranked #571.

LMR Partners first reported a position in ANET in Q1 2017 and has held it in 16 quarters since. The position peaked at $27.1M in Q3 2024. 2,028 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • LMR Partners held 50,000 shares of Arista Networks worth $6.14M as of Q1 2026.
  • LMR Partners bought 20,000 Arista Networks shares in Q1 2026, an estimated $2.68M.
  • Arista Networks made up 0.01% of LMR Partners's portfolio in Q1 2026, its #571 holding.
  • LMR Partners first reported a position in Arista Networks in Q1 2017 and has held it in 16 quarters since.
  • LMR Partners's Arista Networks position peaked at $27.1M in Q3 2024.
  • 2,028 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.