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Spyglass Capital Management’s Arista Networks ANET Stock Holding History

Spyglass Capital Management’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
2022
Q1 		– Sell
-2,879,512
Closed -$103M – 26
2021
Q4 		$103M Sell
2,879,512
-5,609,848
-66% -$167M 2.75% 22
2021
Q3 		$182M Sell
8,489,360
-118,592
-1% -$2.72M 4.18% 11
2021
Q2 		$195M Buy
8,607,952
+567,248
+7% +$11.8M 4.34% 12
2021
Q1 		$152M Buy
8,040,704
+1,994,528
+33% +$37.3M 4% 14
2020
Q4 		$110M Buy
6,046,176
+956,880
+19% +$15.2M 3.37% 19
2020
Q3 		$65.8M Buy
5,089,296
+886,096
+21% +$12.2M 3.04% 20
2020
Q2 		$55.2M Buy
4,203,200
+934,704
+29% +$12.6M 3.42% 19
2020
Q1 		$41.4M Buy
3,268,496
+288,080
+10% +$3.74M 4.67% 7
2019
Q4 		$37.9M Buy
2,980,416
+2,030,784
+214% +$26.7M 4.86% 6
2019
Q3 		$14.2M Buy
949,632
+159,904
+20% +$2.47M 3.76% 13
2019
Q2 		$12.8M Buy
789,728
+144,400
+22% +$2.5M 4.05% 12
2019
Q1 		$12.7M Buy
645,328
+220,800
+52% +$3.5M 4.91% 5
2018
Q4 		$5.59M Buy
+424,528
New +$6.1M 4.19% 13

Other funds holding ANET

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Spyglass Capital Management's ANET Position: Q1 2022 in Review

Spyglass Capital Management sold out of Arista Networks (ANET) in Q1 2022, closing a stake of 2,879,512 shares — an estimated $103M sold.

Spyglass Capital Management first reported a position in ANET in Q4 2018 and held it in 13 quarters. The position peaked at $195M in Q2 2021. 783 funds tracked by Wall St. Rank hold ANET as of Q1 2022.

  • Spyglass Capital Management reported no remaining Arista Networks position as of Q1 2022 after selling out during the quarter.
  • Spyglass Capital Management sold 2,879,512 Arista Networks shares in Q1 2022, an estimated $103M.
  • Spyglass Capital Management first reported a position in Arista Networks in Q4 2018 and held it in 13 quarters.
  • Spyglass Capital Management's Arista Networks position peaked at $195M in Q2 2021.
  • 783 funds tracked by Wall St. Rank held Arista Networks as of Q1 2022.

Based on Spyglass Capital Management's 13F filing for Q1 2022, filed 16 May 2022.