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Second Line Capital’s Arista Networks ANET Stock Holding History

Second Line Capital’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 		$296K Buy
1,715
+13
+0.8% +$1.74K 0.06% 131
2025
Q4 		$223K Sell
1,702
-210
-11% -$28.9K 0.05% 152
2025
Q3 		$279K Buy
+1,912
New +$246K 0.06% 119
2025
Q1 		– Sell
-2,136
Closed -$236K – 147
2024
Q4 		$236K Sell
2,136
-52
-2% -$5.35K 0.06% 107
2024
Q3 		$210K Buy
+2,188
New +$191K 0.06% 124

Other funds holding ANET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Second Line Capital's ANET Position: Q1 2026 in Review

Second Line Capital increased its Arista Networks (ANET) stake by 0.76% in Q1 2026, buying an estimated $1.74K and bringing the position to 1,715 shares worth $296K. The position accounts for 0.06% of the portfolio, ranked #131.

Second Line Capital first reported a position in ANET in Q3 2024 and has held it in 5 quarters since. 2,027 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • Second Line Capital held 1,715 shares of Arista Networks worth $296K as of Q1 2026.
  • Second Line Capital bought 13 Arista Networks shares in Q1 2026, an estimated $1.74K.
  • Arista Networks made up 0.06% of Second Line Capital's portfolio in Q1 2026, its #131 holding.
  • Second Line Capital first reported a position in Arista Networks in Q3 2024 and has held it in 5 quarters since.
  • 2,027 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Second Line Capital's 13F filing for Q1 2026, filed 15 May 2026.