Sora Investors’s Arista Networks ANET Stock Holding History

Sora Investors’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	$30M	Buy	+176,385	New	+$27.7M	2.3%	16
2026 Q1	–	Sell	-216,405	Closed	-$28.4M	–	81
2025 Q4	$28.4M	Buy	+216,405	New	+$29.8M	2.44%	11
2023 Q4	–	Sell	-340,000	Closed	-$15.6M	–	51
2023 Q3	$15.6M	Buy	+340,000	New	+$15.1M	3.5%	7
2022 Q2	–	Sell	-180,000	Closed	-$6.25M	–	24
2022 Q1	$6.25M	Sell	180,000 -108,000	-38%	-$3.41M	2.9%	17
2021 Q4	$10.3M	Buy	+288,000	New	+$8.59M	5.06%	10

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

Sora Investors's ANET Position: Q2 2026 in Review

Sora Investors opened a new position in Arista Networks (ANET) in Q2 2026: 176,385 shares worth $30M. The stake represents 2.3% of the portfolio and ranks #16 among its holdings. This is a return to the name: Sora Investors previously reported a position in ANET as recently as Q4 2025.

Sora Investors first reported a position in ANET in Q4 2021 and has held it in 5 quarters since. 2,261 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Sora Investors held 176,385 shares of Arista Networks worth $30M as of Q2 2026.
Arista Networks was a new Sora Investors position in Q2 2026.
Arista Networks made up 2.3% of Sora Investors's portfolio in Q2 2026, its #16 holding.
Sora Investors first reported a position in Arista Networks in Q4 2021 and has held it in 5 quarters since.
2,261 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Sora Investors's 13F filing for Q2 2026, filed 14 Aug 2026.