Sycomore Asset Management’s Arista Networks ANET Stock Holding History

Sycomore Asset 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
2026 Q2	$1.11M	Hold	7,039	–	–	0.12%	62
2026 Q1	$2.72M	Hold	7,039	–	–	0.38%	58
2025 Q4	$2.72M	Hold	7,039	–	–	0.45%	52
2025 Q3	$2.72M	Hold	7,039	–	–	0.45%	50
2025 Q2	$2.72M	Hold	7,039	–	–	0.42%	53
2025 Q1	$2.72M	Hold	7,039	–	–	0.39%	59
2024 Q4	$2.72M	Sell	7,039 -21,117	-75%	-$2.17M	0.39%	59
2024 Q3	$2.72M	Hold	28,156	–	–	0.45%	57
2024 Q2	$2.36M	Sell	28,156 -11,844	-30%	-$881K	0.41%	47
2024 Q1	$2.73M	Hold	40,000	–	–	0.6%	43
2023 Q4	$2.38M	Buy	+40,000	New	+$2.1M	0.51%	51
2021 Q3	–	Sell	-144,096	Closed	-$3.26M	–	103
2021 Q2	$3.26M	Sell	144,096 -123,520	-46%	-$2.58M	0.45%	68
2021 Q1	$5.15M	Buy	267,616 +75,360	+39%	+$1.41M	1%	37
2020 Q4	$3.49M	Buy	+192,256	New	+$3.05M	0.73%	45

Other funds holding ANET

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Sycomore Asset Management's ANET Position: Q2 2026 in Review

Sycomore Asset Management held its Arista Networks (ANET) position steady in Q2 2026 at 7,039 shares worth $1.11M. The position accounts for 0.12% of the portfolio, ranked #62.

Sycomore Asset Management first reported a position in ANET in Q4 2020 and has held it in 14 quarters since. The position peaked at $5.15M in Q1 2021. 802 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Sycomore Asset Management held 7,039 shares of Arista Networks worth $1.11M as of Q2 2026.
Sycomore Asset Management left its Arista Networks share count unchanged in Q2 2026.
Arista Networks made up 0.12% of Sycomore Asset Management's portfolio in Q2 2026, its #62 holding.
Sycomore Asset Management first reported a position in Arista Networks in Q4 2020 and has held it in 14 quarters since.
Sycomore Asset Management's Arista Networks position peaked at $5.15M in Q1 2021.
802 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Sycomore Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.