TMC
ANET icon

Themes Management Co’s Arista Networks ANET Stock Holding History

Themes Management Co’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 		$587K Sell
3,457
-364
-10% -$57.2K 0.39% 80
2026
Q1 		$469K Sell
3,821
-2,425
-39% -$324K 0.29% 105
2025
Q4 		$818K Buy
+6,246
New +$860K 0.61% 65

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

Themes Management Co's ANET Position: Q2 2026 in Review

Themes Management Co reduced its Arista Networks (ANET) stake by 9.5% in Q2 2026, selling an estimated $57.2K and leaving 3,457 shares worth $587K. The position accounts for 0.39% of the portfolio, ranked #80.

Themes Management Co first reported a position in ANET in Q4 2025 and has held it in 3 quarters since. The position peaked at $818K in Q4 2025. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Themes Management Co held 3,457 shares of Arista Networks worth $587K as of Q2 2026.
  • Themes Management Co sold 364 Arista Networks shares in Q2 2026, an estimated $57.2K.
  • Arista Networks made up 0.39% of Themes Management Co's portfolio in Q2 2026, its #80 holding.
  • Themes Management Co first reported a position in Arista Networks in Q4 2025 and has held it in 3 quarters since.
  • Themes Management Co's Arista Networks position peaked at $818K in Q4 2025.
  • 2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Themes Management Co's 13F filing for Q2 2026, filed 21 Jul 2026.