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Waratah Capital Advisors’s Arista Networks ANET Stock Holding History

Waratah Capital 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
2026
Q1 		– Sell
-44,500
Closed -$5.83M – 131
2025
Q4 		$5.83M Sell
44,500
-81,992
-65% -$11.3M 0.2% 94
2025
Q3 		$18.4M Buy
+126,492
New +$16.3M 0.33% 42
2016
Q1 		– Sell
-41,920
Closed -$204K – 144
2015
Q4 		$204K Buy
+41,920
New +$182K 0.04% 136

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

Waratah Capital Advisors's ANET Position: Q1 2026 in Review

Waratah Capital Advisors sold out of Arista Networks (ANET) in Q1 2026, closing a stake of 44,500 shares — an estimated $5.83M sold.

Waratah Capital Advisors first reported a position in ANET in Q4 2015 and held it in 3 quarters. The position peaked at $18.4M in Q3 2025. 2,027 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • Waratah Capital Advisors reported no remaining Arista Networks position as of Q1 2026 after selling out during the quarter.
  • Waratah Capital Advisors sold 44,500 Arista Networks shares in Q1 2026, an estimated $5.83M.
  • Waratah Capital Advisors first reported a position in Arista Networks in Q4 2015 and held it in 3 quarters.
  • Waratah Capital Advisors's Arista Networks position peaked at $18.4M in Q3 2025.
  • 2,027 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Waratah Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.