Mitchell Capital Management’s Arista Networks ANET Stock Holding History

Mitchell 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	$4.54M	Sell	26,710 -23,034	-46%	-$3.62M	0.69%	49
2026 Q1	$6.11M	Buy	49,744 +826	+2%	+$110K	1.12%	22
2025 Q4	$6.41M	Sell	48,918 -2,837	-5%	-$391K	1.15%	19
2025 Q3	$7.54M	Sell	51,755 -21,323	-29%	-$2.75M	1.29%	17
2025 Q2	$8.17M	Sell	73,078 -7,006	-9%	-$606K	1.53%	14
2025 Q1	$6.2M	Sell	80,084 -24,640	-24%	-$2.5M	1.18%	23
2024 Q4	$11.6M	Sell	104,724 -1,740	-2%	-$179K	2.03%	11
2024 Q3	$10.2M	Sell	106,464 -3,428	-3%	-$299K	1.79%	12
2024 Q2	$9.63M	Buy	109,892 +560	+0.5%	+$41.6K	1.7%	13
2024 Q1	$7.93M	Sell	109,332 -264	-0.2%	-$17.8K	1.52%	16
2023 Q4	$6.45M	Buy	109,596 +904	+0.8%	+$47.5K	1.36%	18
2023 Q3	$5M	Buy	108,692 +216	+0.2%	+$9.62K	1.19%	24
2023 Q2	$4.39M	Sell	108,476 -216	-0.2%	-$8.35K	1%	31
2023 Q1	$4.56M	Buy	+108,692	New	+$3.74M	1.13%	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

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

Mitchell Capital Management reduced its Arista Networks (ANET) stake by 46% in Q2 2026, selling an estimated $3.62M and leaving 26,710 shares worth $4.54M. The position accounts for 0.69% of the portfolio, ranked #49.

Mitchell Capital Management first reported a position in ANET in Q1 2023 and has held it in 14 quarters since. The position peaked at $11.6M in Q4 2024. 2,257 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Mitchell Capital Management held 26,710 shares of Arista Networks worth $4.54M as of Q2 2026.
Mitchell Capital Management sold 23,034 Arista Networks shares in Q2 2026, an estimated $3.62M.
Arista Networks made up 0.69% of Mitchell Capital Management's portfolio in Q2 2026, its #49 holding.
Mitchell Capital Management first reported a position in Arista Networks in Q1 2023 and has held it in 14 quarters since.
Mitchell Capital Management's Arista Networks position peaked at $11.6M in Q4 2024.
2,257 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Mitchell Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.