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Nearwater Capital Markets’s Arista Networks ANET Stock Holding History

Nearwater Capital Markets’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 		$39.2M Sell
319,000
-100,000
-24% -$13.4M 0.92% 38
2025
Q4 		$54.9M Buy
419,000
+306,400
+272% +$42.2M 0.94% 33
2025
Q3 		$16.4M Sell
112,600
-87,400
-44% -$11.3M 0.22% 74
2025
Q2 		$20.5M Hold
200,000
– – 0.33% 59
2025
Q1 		$15.5M Buy
200,000
+100,000
+100% +$10.1M 0.44% 54
2024
Q4 		$11.1M Buy
+100,000
New +$10.3M 0.32% 63

Other funds holding ANET

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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 $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Nearwater Capital Markets's ANET Position: Q1 2026 in Review

Nearwater Capital Markets reduced its Arista Networks (ANET) stake by 24% in Q1 2026, selling an estimated $13.4M and leaving 319,000 shares worth $39.2M. The position accounts for 0.92% of the portfolio, ranked #38.

Nearwater Capital Markets first reported a position in ANET in Q4 2024 and has held it in 6 quarters since. The position peaked at $54.9M in Q4 2025. 2,035 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • Nearwater Capital Markets held 319,000 shares of Arista Networks worth $39.2M as of Q1 2026.
  • Nearwater Capital Markets sold 100,000 Arista Networks shares in Q1 2026, an estimated $13.4M.
  • Arista Networks made up 0.92% of Nearwater Capital Markets's portfolio in Q1 2026, its #38 holding.
  • Nearwater Capital Markets first reported a position in Arista Networks in Q4 2024 and has held it in 6 quarters since.
  • Nearwater Capital Markets's Arista Networks position peaked at $54.9M in Q4 2025.
  • 2,035 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Nearwater Capital Markets's 13F filing for Q1 2026, filed 15 May 2026.