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TFR Capital’s Arista Networks ANET Stock Holding History

TFR 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
Q2 		$2.8M Sell
16,474
-3,370
-17% -$529K 0.79% 35
2026
Q1 		$2.44M Buy
19,844
+1,176
+6% +$157K 0.75% 35
2025
Q4 		$2.45M Buy
18,668
+1,660
+10% +$229K 0.81% 28
2025
Q3 		$2.48M Buy
17,008
+1,078
+7% +$139K 0.83% 29
2025
Q2 		$1.63M Buy
15,930
+971
+6% +$84K 0.59% 58
2025
Q1 		$1.16M Buy
14,959
+739
+5% +$74.9K 0.48% 64
2024
Q4 		$1.57M Buy
+14,220
New +$1.46M 0.78% 43

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

TFR Capital's ANET Position: Q2 2026 in Review

TFR Capital reduced its Arista Networks (ANET) stake by 17% in Q2 2026, selling an estimated $529K and leaving 16,474 shares worth $2.8M. The position accounts for 0.79% of the portfolio, ranked #35.

TFR Capital first reported a position in ANET in Q4 2024 and has held it in 7 quarters since. 2,264 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • TFR Capital held 16,474 shares of Arista Networks worth $2.8M as of Q2 2026.
  • TFR Capital sold 3,370 Arista Networks shares in Q2 2026, an estimated $529K.
  • Arista Networks made up 0.79% of TFR Capital's portfolio in Q2 2026, its #35 holding.
  • TFR Capital first reported a position in Arista Networks in Q4 2024 and has held it in 7 quarters since.
  • 2,264 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on TFR Capital's 13F filing for Q2 2026, filed 6 Aug 2026.