Rheos Capital Works’s Arista Networks ANET Stock Holding History

Rheos Capital Works’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 Q2	–	Sell	-110,000	Closed	-$8.52M	–	70
2025 Q1	$8.52M	Hold	110,000	–	–	0.69%	52
2024 Q4	$12.2M	Hold	110,000	–	–	0.67%	50
2024 Q3	$10.6M	Buy	110,000 +28,000	+34%	+$2.44M	0.55%	68
2024 Q2	$7.18M	Sell	82,000 -68,000	-45%	-$5.06M	0.38%	72
2024 Q1	$10.9M	Sell	150,000 -254,000	-63%	-$17.1M	0.52%	61
2023 Q4	$23.8M	Buy	404,000 +134,000	+50%	+$7.04M	1.31%	18
2023 Q3	$12.4M	Buy	270,000 +60,000	+29%	+$2.67M	0.75%	44
2023 Q2	$8.51M	Hold	210,000	–	–	0.46%	66
2023 Q1	$8.81M	Buy	+210,000	New	+$7.22M	0.49%	71
2022 Q4	–	Sell	-409,600	Closed	-$11.6M	–	133
2022 Q3	$11.6M	Hold	409,600	–	–	0.78%	51
2022 Q2	$9.6M	Hold	409,600	–	–	0.72%	57
2022 Q1	$14.2M	Hold	409,600	–	–	0.68%	60
2021 Q4	$14.7M	Hold	409,600	–	–	0.64%	61
2021 Q3	$8.8M	Hold	409,600	–	–	0.45%	82
2021 Q2	$9.28M	Buy	409,600 +224,000	+121%	+$4.68M	0.47%	74
2021 Q1	$3.5M	Buy	185,600 +48,000	+35%	+$897K	0.23%	82
2020 Q4	$2.5M	Buy	+137,600	New	+$2.18M	0.18%	77

Other funds holding ANET

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Rheos Capital Works's ANET Position: Q2 2025 in Review

Rheos Capital Works sold out of Arista Networks (ANET) in Q2 2025, closing a stake of 110,000 shares — an estimated $8.52M sold.

Rheos Capital Works first reported a position in ANET in Q4 2020 and held it in 17 quarters. The position peaked at $23.8M in Q4 2023. 1,675 funds tracked by Wall St. Rank hold ANET as of Q2 2025.

Rheos Capital Works reported no remaining Arista Networks position as of Q2 2025 after selling out during the quarter.
Rheos Capital Works sold 110,000 Arista Networks shares in Q2 2025, an estimated $8.52M.
Rheos Capital Works first reported a position in Arista Networks in Q4 2020 and held it in 17 quarters.
Rheos Capital Works's Arista Networks position peaked at $23.8M in Q4 2023.
1,675 funds tracked by Wall St. Rank held Arista Networks as of Q2 2025.

Based on Rheos Capital Works's 13F filing for Q2 2025, filed 28 Jul 2025.