Polymer Capital Management’s Arista Networks ANET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.06M Buy
12,099
+6,484
+115% +$1.02M 0.27% 80
2026
Q1
$689K Buy
5,615
+1,285
+30% +$172K 0.07% 300
2025
Q4
$567K Buy
4,330
+251
+6% +$34.6K 0.06% 440
2025
Q3
$594K Buy
+4,079
New +$525K 0.06% 387
2025
Q2
Sell
-5,569
Closed -$431K 611
2025
Q1
$431K Buy
+5,569
New +$565K 0.11% 247

Other funds holding ANET

Polymer Capital Management's ANET Position: Q2 2026 in Review

Polymer Capital Management increased its Arista Networks (ANET) stake by 115% in Q2 2026, buying an estimated $1.02M and bringing the position to 12,099 shares worth $2.06M. The position accounts for 0.27% of the portfolio, ranked #80.

Polymer Capital Management first reported a position in ANET in Q1 2025 and has held it in 5 quarters since. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Polymer Capital Management held 12,099 shares of Arista Networks worth $2.06M as of Q2 2026.
  • Polymer Capital Management bought 6,484 Arista Networks shares in Q2 2026, an estimated $1.02M.
  • Arista Networks made up 0.27% of Polymer Capital Management's portfolio in Q2 2026, its #80 holding.
  • Polymer Capital Management first reported a position in Arista Networks in Q1 2025 and has held it in 5 quarters since.
  • 2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

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