SeaTown Holdings’s Arista Networks ANET Stock Holding History

SeaTown 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 Q1	–	Sell	-70,450	Closed	-$9.23M	–	19
2025 Q4	$9.23M	Buy	70,450 +22,300	+46%	+$3.07M	5.36%	10
2025 Q3	$7.02M	Sell	48,150 -82,850	-63%	-$10.7M	4.04%	14
2025 Q2	$13.4M	Buy	+131,000	New	+$11.3M	7.89%	3

Other funds holding ANET

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

SeaTown Holdings's ANET Position: Q1 2026 in Review

SeaTown Holdings sold out of Arista Networks (ANET) in Q1 2026, closing a stake of 70,450 shares — an estimated $9.23M sold.

SeaTown Holdings first reported a position in ANET in Q2 2025 and held it in 3 quarters. The position peaked at $13.4M in Q2 2025. 2,029 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

SeaTown Holdings reported no remaining Arista Networks position as of Q1 2026 after selling out during the quarter.
SeaTown Holdings sold 70,450 Arista Networks shares in Q1 2026, an estimated $9.23M.
SeaTown Holdings first reported a position in Arista Networks in Q2 2025 and held it in 3 quarters.
SeaTown Holdings's Arista Networks position peaked at $13.4M in Q2 2025.
2,029 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on SeaTown Holdings's 13F filing for Q1 2026, filed 14 Apr 2026.