SEP
ANET icon

Soma Equity Partners’s Arista Networks ANET Stock Holding History

Soma Equity Partners’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 		$60.3M Buy
+354,892
New +$55.7M 4.2% 10
2020
Q2 		– Sell
-6,400,000
Closed -$81M – 18
2020
Q1 		$81M Hold
6,400,000
– – 4.55% 12
2019
Q4 		$81.4M Buy
+6,400,000
New +$84.2M 5.02% 12

Other funds holding ANET

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
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
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Soma Equity Partners's ANET Position: Q2 2026 in Review

Soma Equity Partners opened a new position in Arista Networks (ANET) in Q2 2026: 354,892 shares worth $60.3M. The stake represents 4.2% of the portfolio and ranks #10 among its holdings. This is a return to the name: Soma Equity Partners previously reported a position in ANET as recently as Q1 2020.

Soma Equity Partners first reported a position in ANET in Q4 2019 and has held it in 3 quarters since. The position peaked at $81.4M in Q4 2019. 2,260 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Soma Equity Partners held 354,892 shares of Arista Networks worth $60.3M as of Q2 2026.
  • Arista Networks was a new Soma Equity Partners position in Q2 2026.
  • Arista Networks made up 4.2% of Soma Equity Partners's portfolio in Q2 2026, its #10 holding.
  • Soma Equity Partners first reported a position in Arista Networks in Q4 2019 and has held it in 3 quarters since.
  • Soma Equity Partners's Arista Networks position peaked at $81.4M in Q4 2019.
  • 2,260 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Soma Equity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.