Rokos Capital Management (UK)’s Arista Networks ANET Stock Holding History

Rokos Capital Management (UK)’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	$73.8M	Buy	+434,152	New	+$68.2M	0.28%	37
2026 Q1	–	Sell	-286,505	Closed	-$37.5M	–	185
2025 Q4	$37.5M	Sell	286,505 -52,287	-15%	-$7.2M	0.15%	69
2025 Q3	$49.4M	Buy	338,792 +79,699	+31%	+$10.3M	0.21%	56
2025 Q2	$26.5M	Buy	+259,093	New	+$22.4M	0.12%	73
2025 Q1	–	Sell	-197,588	Closed	-$21.8M	–	154
2024 Q4	$21.8M	Buy	+197,588	New	+$20.3M	0.22%	61

Other funds holding ANET

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Rokos Capital Management (UK)'s ANET Position: Q2 2026 in Review

Rokos Capital Management (UK) opened a new position in Arista Networks (ANET) in Q2 2026: 434,152 shares worth $73.8M. The stake represents 0.28% of the portfolio and ranks #37 among its holdings. This is a return to the name: Rokos Capital Management (UK) previously reported a position in ANET as recently as Q4 2025.

Rokos Capital Management (UK) first reported a position in ANET in Q4 2024 and has held it in 5 quarters since. 2,251 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Rokos Capital Management (UK) held 434,152 shares of Arista Networks worth $73.8M as of Q2 2026.
Arista Networks was a new Rokos Capital Management (UK) position in Q2 2026.
Arista Networks made up 0.28% of Rokos Capital Management (UK)'s portfolio in Q2 2026, its #37 holding.
Rokos Capital Management (UK) first reported a position in Arista Networks in Q4 2024 and has held it in 5 quarters since.
2,251 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Rokos Capital Management (UK)'s 13F filing for Q2 2026, filed 14 Aug 2026.