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Polar Capital Holdings’s Arista Networks ANET Stock Holding History

Polar Capital Holdings’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 		$274M Buy
2,230,969
+986,314
+79% +$132M 0.97% 27
2025
Q4 		$163M Sell
1,244,655
-72,555
-6% -$9.99M 0.63% 38
2025
Q3 		$192M Buy
1,317,210
+305,983
+30% +$39.4M 0.92% 27
2025
Q2 		$103M Sell
1,011,227
-650,159
-39% -$56.3M 0.54% 50
2025
Q1 		$129M Sell
1,661,386
-633,346
-28% -$64.2M 0.78% 35
2024
Q4 		$254M Sell
2,294,732
-1,131,424
-33% -$116M 1.42% 13
2024
Q3 		$329M Buy
3,426,156
+148,796
+5% +$13M 1.57% 10
2024
Q2 		$287M Sell
3,277,360
-608,368
-16% -$45.2M 1.69% 13
2024
Q1 		$282M Buy
3,885,728
+731,280
+23% +$49.3M 1.48% 9
2023
Q4 		$186M Buy
3,154,448
+578,484
+22% +$30.4M 1.14% 14
2023
Q3 		$118M Sell
2,575,964
-285,308
-10% -$12.7M 0.88% 26
2023
Q2 		$116M Sell
2,861,272
-620,840
-18% -$24M 0.58% 35
2023
Q1 		$146M Sell
3,482,112
-786,088
-18% -$27M 0.95% 20
2022
Q4 		$129M Sell
4,268,200
-710,340
-14% -$21.9M 1.03% 19
2022
Q3 		$141K Sell
4,978,540
-355,716
-7% -$10.3M 0.9% 14
2022
Q2 		$125K Buy
5,334,256
+202,880
+4% +$5.57M 0.73% 23
2022
Q1 		$178K Sell
5,131,376
-2,064,536
-29% -$65.2M 0.8% 16
2021
Q4 		$259K Buy
+7,195,912
New +$215M 0.97% 16

Other funds holding ANET

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 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 $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Polar Capital Holdings's ANET Position: Q1 2026 in Review

Polar Capital Holdings increased its Arista Networks (ANET) stake by 79% in Q1 2026, buying an estimated $132M and bringing the position to 2,230,969 shares worth $274M. The position accounts for 0.97% of the portfolio, ranked #27.

Polar Capital Holdings first reported a position in ANET in Q4 2021 and has held it in 18 quarters since. The position peaked at $329M in Q3 2024. 2,027 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • Polar Capital Holdings held 2,230,969 shares of Arista Networks worth $274M as of Q1 2026.
  • Polar Capital Holdings bought 986,314 Arista Networks shares in Q1 2026, an estimated $132M.
  • Arista Networks made up 0.97% of Polar Capital Holdings's portfolio in Q1 2026, its #27 holding.
  • Polar Capital Holdings first reported a position in Arista Networks in Q4 2021 and has held it in 18 quarters since.
  • Polar Capital Holdings's Arista Networks position peaked at $329M in Q3 2024.
  • 2,027 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

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