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Thornburg Investment Management’s Arista Networks ANET Stock Holding History

Thornburg Investment 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
Q1 		$20.7M Buy
168,348
+7,516
+5% +$1.01M 0.21% 50
2025
Q4 		$21.1M Sell
160,832
-4,113
-2% -$566K 0.27% 52
2025
Q3 		$24M Buy
164,945
+19,460
+13% +$2.51M 0.31% 46
2025
Q2 		$14.9M Buy
+145,485
New +$12.6M 0.19% 65
2019
Q2 		– Sell
-939,424
Closed -$18.5M – 173
2019
Q1 		$18.5M Buy
+939,424
New +$14.9M 0.18% 89

Other funds holding ANET

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Thornburg Investment Management's ANET Position: Q1 2026 in Review

Thornburg Investment Management increased its Arista Networks (ANET) stake by 4.7% in Q1 2026, buying an estimated $1.01M and bringing the position to 168,348 shares worth $20.7M. The position accounts for 0.21% of the portfolio, ranked #50.

Thornburg Investment Management first reported a position in ANET in Q1 2019 and has held it in 5 quarters since. The position peaked at $24M in Q3 2025. 2,033 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • Thornburg Investment Management held 168,348 shares of Arista Networks worth $20.7M as of Q1 2026.
  • Thornburg Investment Management bought 7,516 Arista Networks shares in Q1 2026, an estimated $1.01M.
  • Arista Networks made up 0.21% of Thornburg Investment Management's portfolio in Q1 2026, its #50 holding.
  • Thornburg Investment Management first reported a position in Arista Networks in Q1 2019 and has held it in 5 quarters since.
  • Thornburg Investment Management's Arista Networks position peaked at $24M in Q3 2025.
  • 2,033 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Thornburg Investment Management's 13F filing for Q1 2026, filed 12 May 2026.