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Tairen Capital’s Arista Networks ANET Stock Holding History

Tairen 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 		– Sell
-130,000
Closed -$17M – 46
2025
Q4 		$17M Buy
+130,000
New +$17.9M 1.77% 25
2025
Q2 		– Sell
-57,500
Closed -$4.46M – 74
2025
Q1 		$4.46M Buy
+57,500
New +$5.83M 0.29% 67
2024
Q4 		– Sell
-1,237,596
Closed -$120M – 71
2024
Q3 		$120M Buy
+1,237,596
New +$108M 4.23% 7
2024
Q1 		– Sell
-422,000
Closed -$24.8M – 39
2023
Q4 		$24.8M Buy
+422,000
New +$22.2M 1.74% 15
2019
Q4 		– Sell
-62,400
Closed -$932K – 28
2019
Q3 		$932K Sell
62,400
-280,000
-82% -$4.33M 0.14% 36
2019
Q2 		$5.56M Buy
+342,400
New +$5.93M 1.07% 16

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Tairen Capital's ANET Position: Q1 2026 in Review

Tairen Capital sold out of Arista Networks (ANET) in Q1 2026, closing a stake of 130,000 shares — an estimated $17M sold.

Tairen Capital first reported a position in ANET in Q2 2019 and held it in 6 quarters. The position peaked at $120M in Q3 2024. 2,044 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • Tairen Capital reported no remaining Arista Networks position as of Q1 2026 after selling out during the quarter.
  • Tairen Capital sold 130,000 Arista Networks shares in Q1 2026, an estimated $17M.
  • Tairen Capital first reported a position in Arista Networks in Q2 2019 and held it in 6 quarters.
  • Tairen Capital's Arista Networks position peaked at $120M in Q3 2024.
  • 2,044 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

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