4 tracked superinvestors hold ARISTA NETWORKS INC (ANET), worth $2.3B combined, led by Steve Cohen. Smart money is accumulating ANET as of the latest 13F filings.
Current price
$184.69
+75.9%
1Y
Arista Networks, Inc. develops, markets, and sells cloud networking solutions in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. The company's cloud networking solutions consist of extensible operating systems, a set of network applications, as well as gigabit Ethernet switching and routing platforms. It also provides post contract customer support services, such as technical…
Market cap
$217.5B
P/E
62.8
Div yield
0.0%
Revenue YoY
28.6%
Analyst target
$185
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
4
tracked 13F / N-PORT funds
Combined value
$2.3B
disclosed long exposure
Tier-1 conviction
0
concentrated holders
Net this quarter
+1
2 buying · 1 selling
Smart money is net accumulating ANET: 2 funds added or opened versus 1 trimming.
ARISTA NETWORKS INC (ANET) appears mainly in diversified and quant books here (4 funds, $2.3B combined) rather than in concentrated conviction portfolios — read the holders below with that in mind.
The largest position belongs to Steve Cohen at 1.1% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 2 added and 1 trimmed, a net add.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 1.1% | $837M | |
| Added | 0.6% | $795M | |
| Added | 0.4% | $485M | |
| Held | 0.7% | $163M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own ANET?
4 tracked funds hold ARISTA NETWORKS INC (ANET), the largest being Steve Cohen (Point72) at 1.1% of its 13F portfolio. 0 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling ANET?
In the most recent 13F quarter, 2 tracked funds added or opened ANET and 1 trimmed it.
How much ANET do tracked funds hold?
Combined disclosed long exposure to ANET across tracked superinvestors is $2.3B as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.