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Whale Rock Capital Management’s Arista Networks ANET Stock Holding History

Whale Rock Capital Management’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
2023
Q3 		– Sell
-2,820,476
Closed -$114M – 44
2023
Q2 		$114M Sell
2,820,476
-1,453,712
-34% -$56.2M 1.97% 19
2023
Q1 		$179M Buy
4,274,188
+1,991,876
+87% +$68.5M 3.95% 9
2022
Q4 		$69.2M Buy
2,282,312
+1,255,200
+122% +$38.6M 2.33% 15
2022
Q3 		$29M Buy
+1,027,112
New +$29.6M 0.81% 32
2022
Q2 		– Sell
-9,135,584
Closed -$317M – 36
2022
Q1 		$317M Buy
+9,135,584
New +$289M 3.93% 6

Other funds holding ANET

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Whale Rock Capital Management's ANET Position: Q3 2023 in Review

Whale Rock Capital Management sold out of Arista Networks (ANET) in Q3 2023, closing a stake of 2,820,476 shares — an estimated $114M sold.

Whale Rock Capital Management first reported a position in ANET in Q1 2022 and held it in 5 quarters. The position peaked at $317M in Q1 2022. 1,037 funds tracked by Wall St. Rank hold ANET as of Q3 2023.

  • Whale Rock Capital Management reported no remaining Arista Networks position as of Q3 2023 after selling out during the quarter.
  • Whale Rock Capital Management sold 2,820,476 Arista Networks shares in Q3 2023, an estimated $114M.
  • Whale Rock Capital Management first reported a position in Arista Networks in Q1 2022 and held it in 5 quarters.
  • Whale Rock Capital Management's Arista Networks position peaked at $317M in Q1 2022.
  • 1,037 funds tracked by Wall St. Rank held Arista Networks as of Q3 2023.

Based on Whale Rock Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.