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Polymer Capital Management (HK)’s Arista Networks ANET Stock Holding History

Polymer Capital Management (HK)’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
2025
Q4 		– Sell
-3,583
Closed -$522K – 133
2025
Q3 		$522K Sell
3,583
-19,417
-84% -$2.5M 0.07% 135
2025
Q2 		$2.35M Buy
+23,000
New +$1.99M 0.36% 71
2025
Q1 		– Sell
-36,152
Closed -$4M – 136
2024
Q4 		$4M Buy
36,152
+800
+2% +$82.3K 0.69% 40
2024
Q3 		$3.39M Sell
35,352
-41,448
-54% -$3.61M 0.79% 43
2024
Q2 		$6.73M Buy
76,800
+66,944
+679% +$4.98M 1.36% 20
2024
Q1 		$715K Sell
9,856
-2,760
-22% -$186K 0.18% 92
2023
Q4 		$743K Buy
+12,616
New +$663K 0.26% 81

Other funds holding ANET

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Polymer Capital Management (HK)'s ANET Position: Q4 2025 in Review

Polymer Capital Management (HK) sold out of Arista Networks (ANET) in Q4 2025, closing a stake of 3,583 shares — an estimated $522K sold.

Polymer Capital Management (HK) first reported a position in ANET in Q4 2023 and held it in 7 quarters. The position peaked at $6.73M in Q2 2024. 1,995 funds tracked by Wall St. Rank hold ANET as of Q4 2025.

  • Polymer Capital Management (HK) reported no remaining Arista Networks position as of Q4 2025 after selling out during the quarter.
  • Polymer Capital Management (HK) sold 3,583 Arista Networks shares in Q4 2025, an estimated $522K.
  • Polymer Capital Management (HK) first reported a position in Arista Networks in Q4 2023 and held it in 7 quarters.
  • Polymer Capital Management (HK)'s Arista Networks position peaked at $6.73M in Q2 2024.
  • 1,995 funds tracked by Wall St. Rank held Arista Networks as of Q4 2025.

Based on Polymer Capital Management (HK)'s 13F filing for Q4 2025, filed 13 Feb 2026.