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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
Q2 		$430M Buy
2,531,117
+300,148
+13% +$47.1M 1.02% 21
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 		$141M Sell
4,978,540
-355,716
-7% -$10.3M 0.9% 14
2022
Q2 		$125M Buy
5,334,256
+202,880
+4% +$5.57M 0.73% 23
2022
Q1 		$178M Sell
5,131,376
-2,064,536
-29% -$65.2M 0.8% 16
2021
Q4 		$259M Buy
+7,195,912
New +$215M 0.97% 16

Other funds holding ANET

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
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
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Polar Capital Holdings's ANET Position: Q2 2026 in Review

Polar Capital Holdings increased its Arista Networks (ANET) stake by 13% in Q2 2026, buying an estimated $47.1M and bringing the position to 2,531,117 shares worth $430M. The position accounts for 1.02% of the portfolio, ranked #21.

Polar Capital Holdings first reported a position in ANET in Q4 2021 and has held it in 19 quarters since. 2,260 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Polar Capital Holdings held 2,531,117 shares of Arista Networks worth $430M as of Q2 2026.
  • Polar Capital Holdings bought 300,148 Arista Networks shares in Q2 2026, an estimated $47.1M.
  • Arista Networks made up 1.02% of Polar Capital Holdings's portfolio in Q2 2026, its #21 holding.
  • Polar Capital Holdings first reported a position in Arista Networks in Q4 2021 and has held it in 19 quarters since.
  • 2,260 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

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