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 Q2	–	Sell	-4,464	Closed	-$548K	–	373
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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 Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

TwinBeech Capital's ANET Position: Q2 2026 in Review

TwinBeech Capital sold out of Arista Networks (ANET) in Q2 2026, closing a stake of 4,464 shares — an estimated $548K sold.

TwinBeech Capital first reported a position in ANET in Q2 2020 and held it in 7 quarters. The position peaked at $58.8M in Q1 2025. 2,264 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

TwinBeech Capital reported no remaining Arista Networks position as of Q2 2026 after selling out during the quarter.
TwinBeech Capital sold 4,464 Arista Networks shares in Q2 2026, an estimated $548K.
TwinBeech Capital first reported a position in Arista Networks in Q2 2020 and held it in 7 quarters.
TwinBeech Capital's Arista Networks position peaked at $58.8M in Q1 2025.
2,264 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.