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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
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 $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

Timucuan Asset Management's ANET Position: Q1 2026 in Review

Timucuan Asset Management reduced its Arista Networks (ANET) stake by 1.7% in Q1 2026, selling an estimated $2.17M and leaving 918,300 shares worth $113M. The position accounts for 4.15% of the portfolio, ranked #13.

Timucuan Asset Management first reported a position in ANET in Q3 2020 and has held it in 23 quarters since. The position peaked at $156M in Q4 2021. 2,027 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • Timucuan Asset Management held 918,300 shares of Arista Networks worth $113M as of Q1 2026.
  • Timucuan Asset Management sold 16,202 Arista Networks shares in Q1 2026, an estimated $2.17M.
  • Arista Networks made up 4.15% of Timucuan Asset Management's portfolio in Q1 2026, its #13 holding.
  • Timucuan Asset Management first reported a position in Arista Networks in Q3 2020 and has held it in 23 quarters since.
  • Timucuan Asset Management's Arista Networks position peaked at $156M in Q4 2021.
  • 2,027 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Timucuan Asset Management's 13F filing for Q1 2026, filed 14 May 2026.