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Timucuan Asset Management’s Arista Networks ANET Stock Holding History

Timucuan Asset 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
Q2 		$155M Sell
912,952
-5,348
-0.6% -$840K 5.71% 7
2026
Q1 		$113M Sell
918,300
-16,202
-2% -$2.17M 4.15% 13
2025
Q4 		$122M Sell
934,502
-19,967
-2% -$2.75M 3.98% 13
2025
Q3 		$139M Sell
954,469
-227,093
-19% -$29.2M 4.08% 13
2025
Q2 		$121M Buy
1,181,562
+9,816
+0.8% +$849K 3.54% 15
2025
Q1 		$90.8M Buy
1,171,746
+3,143
+0.3% +$319K 2.82% 15
2024
Q4 		$129M Sell
1,168,603
-1,385
-0.1% -$142K 3.95% 16
2024
Q3 		$112M Sell
1,169,988
-12,564
-1% -$1.09M 3.41% 16
2024
Q2 		$104M Sell
1,182,552
-579,652
-33% -$43.1M 3.56% 16
2024
Q1 		$128M Sell
1,762,204
-475,692
-21% -$32.1M 4.31% 14
2023
Q4 		$132M Sell
2,237,896
-73,984
-3% -$3.89M 4.6% 12
2023
Q3 		$106M Sell
2,311,880
-11,416
-0.5% -$509K 4.26% 13
2023
Q2 		$94.1M Sell
2,323,296
-22,200
-0.9% -$858K 3.7% 15
2023
Q1 		$98.4M Sell
2,345,496
-1,562,124
-40% -$53.7M 4.12% 14
2022
Q4 		$119M Sell
3,907,620
-37,228
-0.9% -$1.15M 5.14% 11
2022
Q3 		$111M Buy
3,944,848
+57,572
+1% +$1.66M 5.32% 10
2022
Q2 		$91.1M Sell
3,887,276
-168,208
-4% -$4.61M 4.23% 14
2022
Q1 		$141M Sell
4,055,484
-288,796
-7% -$9.13M 5.47% 9
2021
Q4 		$156M Sell
4,344,280
-1,174,792
-21% -$35.1M 5.73% 7
2021
Q3 		$119M Buy
5,519,072
+16,672
+0.3% +$382K 4.59% 14
2021
Q2 		$125M Sell
5,502,400
-4,208
-0.1% -$87.9K 4.93% 8
2021
Q1 		$104M Buy
5,506,608
+64,240
+1% +$1.2M 4.6% 14
2020
Q4 		$98.8M Buy
5,442,368
+386,656
+8% +$6.13M 5.05% 10
2020
Q3 		$65.4M Buy
+5,055,712
New +$69.4M 3.81% 15

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

Timucuan Asset Management's ANET Position: Q2 2026 in Review

Timucuan Asset Management reduced its Arista Networks (ANET) stake by 0.58% in Q2 2026, selling an estimated $840K and leaving 912,952 shares worth $155M. The position accounts for 5.71% of the portfolio, ranked #7.

Timucuan Asset Management first reported a position in ANET in Q3 2020 and has held it in 24 quarters since. The position peaked at $156M in Q4 2021. 2,260 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Timucuan Asset Management held 912,952 shares of Arista Networks worth $155M as of Q2 2026.
  • Timucuan Asset Management sold 5,348 Arista Networks shares in Q2 2026, an estimated $840K.
  • Arista Networks made up 5.71% of Timucuan Asset Management's portfolio in Q2 2026, its #7 holding.
  • Timucuan Asset Management first reported a position in Arista Networks in Q3 2020 and has held it in 24 quarters since.
  • Timucuan Asset Management's Arista Networks position peaked at $156M in Q4 2021.
  • 2,260 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Timucuan Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.