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 Q2	$54.2M	Hold	319,000	–	–	0.93%	31
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Nearwater Capital Markets's ANET Position: Q2 2026 in Review

Nearwater Capital Markets held its Arista Networks (ANET) position steady in Q2 2026 at 319,000 shares worth $54.2M. The position accounts for 0.93% of the portfolio, ranked #31.

Nearwater Capital Markets first reported a position in ANET in Q4 2024 and has held it in 7 quarters since. The position peaked at $54.9M in Q4 2025. 2,269 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Nearwater Capital Markets held 319,000 shares of Arista Networks worth $54.2M as of Q2 2026.
Nearwater Capital Markets left its Arista Networks share count unchanged in Q2 2026.
Arista Networks made up 0.93% of Nearwater Capital Markets's portfolio in Q2 2026, its #31 holding.
Nearwater Capital Markets first reported a position in Arista Networks in Q4 2024 and has held it in 7 quarters since.
Nearwater Capital Markets's Arista Networks position peaked at $54.9M in Q4 2025.
2,269 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

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