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Tikehau Investment Management’s Arista Networks ANET Stock Holding History

Tikehau 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
2025
Q2 		– Sell
-37,700
Closed -$2.92M – 20
2025
Q1 		$2.92M Sell
37,700
-13,422
-26% -$1.36M 4.51% 9
2024
Q4 		$5.65M Sell
51,122
-34,486
-40% -$3.55M 6.8% 5
2024
Q3 		$8.21M Sell
85,608
-13,872
-14% -$1.21M 7.55% 5
2024
Q2 		$8.72M Sell
99,480
-780
-0.8% -$58K 7.72% 5
2024
Q1 		$7.27M Sell
100,260
-29,456
-23% -$1.99M 5.89% 7
2023
Q4 		$7.64M Sell
129,716
-26,844
-17% -$1.41M 6.32% 7
2023
Q3 		$7.2M Sell
156,560
-28,720
-16% -$1.28M 5.86% 10
2023
Q2 		$7.51M Sell
185,280
-106,160
-36% -$4.1M 4.44% 15
2023
Q1 		$12.2M Sell
291,440
-401,692
-58% -$13.8M 6.33% 6
2022
Q4 		$19.6M Hold
693,132
– – 5.93% 7
2022
Q3 		$19.6M Sell
693,132
-355,668
-34% -$10.3M 5.93% 7
2022
Q2 		$24.6M Buy
1,048,800
+268,800
+34% +$7.37M 6.27% 5
2022
Q1 		$27.1M Buy
780,000
+9,600
+1% +$303K 5.82% 5
2021
Q4 		$27.7M Sell
770,400
-1,906,880
-71% -$56.9M 5.21% 9
2021
Q3 		$57.5M Buy
2,677,280
+430,864
+19% +$9.87M 11.34% 3
2021
Q2 		$50.9M Buy
2,246,416
+64,000
+3% +$1.34M 10.11% 3
2021
Q1 		$41.2M Sell
2,182,416
-772,784
-26% -$14.4M 8.73% 4
2020
Q4 		$53.7M Sell
2,955,200
-1,121,600
-28% -$17.8M 11.15% 4
2020
Q3 		$52.7M Buy
+4,076,800
New +$56M 11.14% 5

Other funds holding ANET

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Tikehau Investment Management's ANET Position: Q2 2025 in Review

Tikehau Investment Management sold out of Arista Networks (ANET) in Q2 2025, closing a stake of 37,700 shares — an estimated $2.92M sold.

Tikehau Investment Management first reported a position in ANET in Q3 2020 and held it in 19 quarters. The position peaked at $57.5M in Q3 2021. 1,674 funds tracked by Wall St. Rank hold ANET as of Q2 2025.

  • Tikehau Investment Management reported no remaining Arista Networks position as of Q2 2025 after selling out during the quarter.
  • Tikehau Investment Management sold 37,700 Arista Networks shares in Q2 2025, an estimated $2.92M.
  • Tikehau Investment Management first reported a position in Arista Networks in Q3 2020 and held it in 19 quarters.
  • Tikehau Investment Management's Arista Networks position peaked at $57.5M in Q3 2021.
  • 1,674 funds tracked by Wall St. Rank held Arista Networks as of Q2 2025.

Based on Tikehau Investment Management's 13F filing for Q2 2025, filed 7 Aug 2025.