Back to AG Adage Capital Partners GP, L.L.C.

ANET

7 quarters

Position history for AGAdage Capital Partners GP, L.L.C.'s holdings in Arista Networks, Inc.

Yes. Adage Capital Partners GP holds 1,105,900 shares of ANET (Arista Networks), worth $187.9M, as of its Q2 2026 13F filing. It increased the position by 180,800 shares (+19.5%) from Q1 2026. Adage Capital Partners GP has held ANET in every 13F on record since Q4 2024, 7 quarterly filings. ANET is 0.3% of Adage Capital Partners GP's reported 13F portfolio.

Current Value

$187.9M

Current Shares

1.1M

Total Value Change

+$86.6M

Total Shares Change

+190,100

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.1M
+19.5%
$187.9M0.3%$169.88
43
2026-Q1
Increased
925,100
+0.9%
$113.6M0.2%$122.78
36
2025-Q4
Increased
917,200
+2.2%
$120.2M0.2%$131.03
37
2025-Q3
Increased
897,200
+3.3%
$130.7M0.2%$145.71
37
2025-Q2
Increased
868,200
+3.0%
$88.8M0.1%$102.31
37
2025-Q1
Decreased
842,800
-8.0%
$65.3M0.1%$77.48
0
2024-Q4
New
915,800
-
$101.2M0.2%$110.53
50

Other major holders of ANET: BlackRock, Inc., Vanguard Group Inc.

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