Y-Intercept (HK)’s Arista Networks ANET Stock Holding History

Y-Intercept (HK)’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	$11M	Sell	64,628 -24,164	-27%	-$3.8M	0.22%	75
2026 Q1	$10.9M	Buy	88,792 +84,084	+1,786%	+$11.2M	0.21%	98
2025 Q4	$617K	Sell	4,708 -6,997	-60%	-$963K	0.01%	1172
2025 Q3	$1.71M	Buy	+11,705	New	+$1.51M	0.04%	702
2025 Q2	–	Sell	-218,796	Closed	-$17M	–	1616
2025 Q1	$17M	Buy	+218,796	New	+$22.2M	1.15%	2
2023 Q4	–	Sell	-26,468	Closed	-$1.22M	–	1210
2023 Q3	$1.22M	Sell	26,468 -10,896	-29%	-$485K	0.12%	251
2023 Q2	$1.51M	Buy	+37,364	New	+$1.44M	0.16%	160
2023 Q1	–	Sell	-84,040	Closed	-$2.55M	–	1159
2022 Q4	$2.55M	Buy	+84,040	New	+$2.59M	0.38%	33
2022 Q3	–	Sell	-72,452	Closed	-$1.7M	–	945
2022 Q2	$1.7M	Buy	+72,452	New	+$1.99M	0.22%	115

Other funds holding ANET

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Y-Intercept (HK)'s ANET Position: Q2 2026 in Review

Y-Intercept (HK) reduced its Arista Networks (ANET) stake by 27% in Q2 2026, selling an estimated $3.8M and leaving 64,628 shares worth $11M. The position accounts for 0.22% of the portfolio, ranked #75.

Y-Intercept (HK) first reported a position in ANET in Q2 2022 and has held it in 9 quarters since. The position peaked at $17M in Q1 2025. 795 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Y-Intercept (HK) held 64,628 shares of Arista Networks worth $11M as of Q2 2026.
Y-Intercept (HK) sold 24,164 Arista Networks shares in Q2 2026, an estimated $3.8M.
Arista Networks made up 0.22% of Y-Intercept (HK)'s portfolio in Q2 2026, its #75 holding.
Y-Intercept (HK) first reported a position in Arista Networks in Q2 2022 and has held it in 9 quarters since.
Y-Intercept (HK)'s Arista Networks position peaked at $17M in Q1 2025.
795 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.