Varenne Capital Partners’s Arista Networks ANET Stock Holding History

Varenne Capital Partners’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	$71.1M	Sell	419,076 -938	-0.2%	-$147K	11.79%	3
2026 Q1	$51.7M	Sell	420,014 -22,069	-5%	-$2.95M	12.52%	2
2025 Q4	$58M	Sell	442,083 -1,921	-0.4%	-$264K	11.13%	2
2025 Q3	$64.7M	Sell	444,004 -71,481	-14%	-$9.2M	12.28%	3
2025 Q2	$52.7M	Buy	515,485 +35,658	+7%	+$3.09M	9.15%	4
2025 Q1	$37.2M	Buy	479,827 +349,132	+267%	+$35.4M	13.35%	2
2024 Q4	$14.4M	Sell	130,695 -235,709	-64%	-$24.2M	4.26%	10
2024 Q3	$35.2M	Buy	366,404 +303,480	+482%	+$26.4M	6.73%	9
2024 Q2	$5.51M	Buy	62,924 +24,884	+65%	+$1.85M	1.39%	11
2024 Q1	$2.76M	Buy	38,040 +9,152	+32%	+$617K	0.43%	15
2023 Q4	$1.7M	Buy	+28,888	New	+$1.52M	0.51%	12

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

Varenne Capital Partners's ANET Position: Q2 2026 in Review

Varenne Capital Partners reduced its Arista Networks (ANET) stake by 0.22% in Q2 2026, selling an estimated $147K and leaving 419,076 shares worth $71.1M. The position accounts for 11.79% of the portfolio, ranked #3.

Varenne Capital Partners first reported a position in ANET in Q4 2023 and has held it in 11 quarters since. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Varenne Capital Partners held 419,076 shares of Arista Networks worth $71.1M as of Q2 2026.
Varenne Capital Partners sold 938 Arista Networks shares in Q2 2026, an estimated $147K.
Arista Networks made up 11.79% of Varenne Capital Partners's portfolio in Q2 2026, its #3 holding.
Varenne Capital Partners first reported a position in Arista Networks in Q4 2023 and has held it in 11 quarters since.
2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Varenne Capital Partners's 13F filing for Q2 2026, filed 10 Aug 2026.