Maytus Capital Management’s Arista Networks ANET Stock Holding History

Maytus Capital 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	$9.68M	Buy	+57,000	New	+$8.95M	1.52%	23
2025 Q2	–	Sell	-39,774	Closed	-$3.08M	–	67
2025 Q1	$3.08M	Buy	+39,774	New	+$4.03M	0.95%	47
2024 Q4	–	Sell	-100,000	Closed	-$9.6M	–	53
2024 Q3	$9.6M	Buy	100,000 +40,000	+67%	+$3.48M	3.37%	8
2024 Q2	$5.26M	Buy	+60,000	New	+$4.46M	1.88%	28
2024 Q1	–	Sell	-70,000	Closed	-$4.12M	–	52
2023 Q4	$4.12M	Hold	70,000	–	–	1.65%	33
2023 Q3	$3.22M	Buy	+70,000	New	+$3.12M	1.79%	26
2022 Q4	–	Sell	-86,000	Closed	-$2.43M	–	43
2022 Q3	$2.43M	Buy	+86,000	New	+$2.48M	2.16%	23
2022 Q2	–	Sell	-82,000	Closed	-$2.85M	–	50
2022 Q1	$2.85M	Buy	+82,000	New	+$2.59M	0.7%	40
2021 Q1	–	Sell	-224,000	Closed	-$4.07M	–	43
2020 Q4	$4.07M	Buy	+224,000	New	+$3.55M	1.74%	27
2019 Q3	–	Sell	-96,000	Closed	-$1.56M	–	51
2019 Q2	$1.56M	Hold	96,000	–	–	0.76%	45
2019 Q1	$1.89M	Sell	96,000 -224,000	-70%	-$3.55M	0.98%	38
2018 Q4	$4.21M	Buy	+320,000	New	+$4.6M	2.29%	25

Other funds holding ANET

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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 Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Maytus Capital Management's ANET Position: Q2 2026 in Review

Maytus Capital Management opened a new position in Arista Networks (ANET) in Q2 2026: 57,000 shares worth $9.68M. The stake represents 1.52% of the portfolio and ranks #23 among its holdings. This is a return to the name: Maytus Capital Management previously reported a position in ANET as recently as Q1 2025.

Maytus Capital Management first reported a position in ANET in Q4 2018 and has held it in 12 quarters since. 2,260 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Maytus Capital Management held 57,000 shares of Arista Networks worth $9.68M as of Q2 2026.
Arista Networks was a new Maytus Capital Management position in Q2 2026.
Arista Networks made up 1.52% of Maytus Capital Management's portfolio in Q2 2026, its #23 holding.
Maytus Capital Management first reported a position in Arista Networks in Q4 2018 and has held it in 12 quarters since.
2,260 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

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