Melqart Asset Management’s Arista Networks ANET Stock Holding History

Melqart 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	$13.3M	Buy	+78,123	New	+$12.3M	1.26%	25
2025 Q4	–	Sell	-46,048	Closed	-$6.71M	–	47
2025 Q3	$6.71M	Buy	+46,048	New	+$5.93M	0.9%	35
2025 Q2	–	Sell	-56,388	Closed	-$4.37M	–	32
2025 Q1	$4.37M	Buy	+56,388	New	+$5.72M	0.57%	37
2023 Q2	–	Sell	-383,540	Closed	-$16.1M	–	37
2023 Q1	$16.1M	Buy	+383,540	New	+$13.2M	1.19%	22

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

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

Melqart Asset Management opened a new position in Arista Networks (ANET) in Q2 2026: 78,123 shares worth $13.3M. The stake represents 1.26% of the portfolio and ranks #25 among its holdings. This is a return to the name: Melqart Asset Management previously reported a position in ANET as recently as Q3 2025.

Melqart Asset Management first reported a position in ANET in Q1 2023 and has held it in 4 quarters since. The position peaked at $16.1M in Q1 2023. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Melqart Asset Management held 78,123 shares of Arista Networks worth $13.3M as of Q2 2026.
Arista Networks was a new Melqart Asset Management position in Q2 2026.
Arista Networks made up 1.26% of Melqart Asset Management's portfolio in Q2 2026, its #25 holding.
Melqart Asset Management first reported a position in Arista Networks in Q1 2023 and has held it in 4 quarters since.
Melqart Asset Management's Arista Networks position peaked at $16.1M in Q1 2023.
2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

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