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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

TFR Capital's ANET Position: Q1 2026 in Review

TFR Capital increased its Arista Networks (ANET) stake by 6.3% in Q1 2026, buying an estimated $157K and bringing the position to 19,844 shares worth $2.44M. The position accounts for 0.75% of the portfolio, ranked #35.

TFR Capital first reported a position in ANET in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.48M in Q3 2025. 2,028 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • TFR Capital held 19,844 shares of Arista Networks worth $2.44M as of Q1 2026.
  • TFR Capital bought 1,176 Arista Networks shares in Q1 2026, an estimated $157K.
  • Arista Networks made up 0.75% of TFR Capital's portfolio in Q1 2026, its #35 holding.
  • TFR Capital first reported a position in Arista Networks in Q4 2024 and has held it in 6 quarters since.
  • TFR Capital's Arista Networks position peaked at $2.48M in Q3 2025.
  • 2,028 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on TFR Capital's 13F filing for Q1 2026, filed 4 May 2026.