TwinBeech Capital’s Arista Networks ANET Stock Holding History

TwinBeech Capital’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	$548K	Buy	+4,464	New	+$597K	0.06%	340
2025 Q4	–	Sell	-187,832	Closed	-$27.4M	–	583
2025 Q3	$27.4M	Buy	+187,832	New	+$24.2M	1.08%	12
2025 Q2	–	Sell	-759,521	Closed	-$58.8M	–	632
2025 Q1	$58.8M	Buy	+759,521	New	+$77M	1.07%	16
2023 Q3	–	Sell	-354,816	Closed	-$14.4M	–	628
2023 Q2	$14.4M	Buy	+354,816	New	+$13.7M	0.28%	112
2023 Q1	–	Sell	-1,905,384	Closed	-$57.8M	–	594
2022 Q4	$57.8M	Buy	+1,905,384	New	+$58.6M	1.1%	7
2022 Q3	–	Sell	-243,512	Closed	-$5.71M	–	612
2022 Q2	$5.71M	Buy	+243,512	New	+$6.68M	0.26%	107
2020 Q3	–	Sell	-349,744	Closed	-$4.59M	–	415
2020 Q2	$4.59M	Buy	+349,744	New	+$4.73M	1.01%	22

Other funds holding ANET

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

TwinBeech Capital's ANET Position: Q1 2026 in Review

TwinBeech Capital opened a new position in Arista Networks (ANET) in Q1 2026: 4,464 shares worth $548K. The stake represents 0.06% of the portfolio and ranks #340 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in ANET as recently as Q3 2025.

TwinBeech Capital first reported a position in ANET in Q2 2020 and has held it in 7 quarters since. The position peaked at $58.8M in Q1 2025. 2,028 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

TwinBeech Capital held 4,464 shares of Arista Networks worth $548K as of Q1 2026.
Arista Networks was a new TwinBeech Capital position in Q1 2026.
Arista Networks made up 0.06% of TwinBeech Capital's portfolio in Q1 2026, its #340 holding.
TwinBeech Capital first reported a position in Arista Networks in Q2 2020 and has held it in 7 quarters since.
TwinBeech Capital's Arista Networks position peaked at $58.8M in Q1 2025.
2,028 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.