Tree Line Advisors’s Arista Networks ANET Stock Holding History

Tree Line Advisors’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 Q1	–	Sell	-300,000	Closed	-$33.2M	–	8
2024 Q4	$33.2M	Hold	300,000	–	–	6.24%	8
2024 Q3	$28.8M	Sell	300,000 -124,000	-29%	-$10.8M	6.69%	7
2024 Q2	$37.2M	Sell	424,000 -184,000	-30%	-$13.7M	9.64%	7
2024 Q1	$44.1M	Hold	608,000	–	–	13.3%	5
2023 Q4	$35.8M	Sell	608,000 -84,000	-12%	-$4.41M	14.87%	5
2023 Q3	$31.8M	Buy	692,000 +52,000	+8%	+$2.32M	13.56%	5
2023 Q2	$25.9M	Buy	+640,000	New	+$24.7M	17.97%	4

Other funds holding ANET

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Tree Line Advisors's ANET Position: Q1 2025 in Review

Tree Line Advisors sold out of Arista Networks (ANET) in Q1 2025, closing a stake of 300,000 shares — an estimated $33.2M sold.

Tree Line Advisors first reported a position in ANET in Q2 2023 and held it in 7 quarters. The position peaked at $44.1M in Q1 2024. 1,590 funds tracked by Wall St. Rank hold ANET as of Q1 2025.

Tree Line Advisors reported no remaining Arista Networks position as of Q1 2025 after selling out during the quarter.
Tree Line Advisors sold 300,000 Arista Networks shares in Q1 2025, an estimated $33.2M.
Tree Line Advisors first reported a position in Arista Networks in Q2 2023 and held it in 7 quarters.
Tree Line Advisors's Arista Networks position peaked at $44.1M in Q1 2024.
1,590 funds tracked by Wall St. Rank held Arista Networks as of Q1 2025.

Based on Tree Line Advisors's 13F filing for Q1 2025, filed 14 May 2025.