Investigate / reported ownership
ANET
Arista Networks Inc
3 tracked reported owners · snapshot updated 2026-10-04. Delayed disclosures, not live holdings or an investment recommendation.
Who reports owning ANET?
Select a manager to inspect their portfolio. Reports may cover different quarters; portfolio weights describe disclosed long 13F holdings, not total economic exposure.
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.3% | 7q | $458M | 2,698,477 |
| 2 | Francois Rochon | 1.9% | 5q | $58M | 339,892 |
| 3 | Lee Ainslie | <0.1% | — 1q | $1M | 6,785 |
Go beyond ownership.
Arista sells network infrastructure that connects AI, data center, campus and WAN environments, anchored by its Extensible Operating System and Network Data Lake, positioned as networking delivered as a service.
Question to investigate: Can Arista's open, standards-based Ethernet approach keep winning AI networking demand despite customer concentration and component supply dependence?
Company research reviewed 2026-10-02; a dated source-linked starting point, not the investors’ stated reasons.
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Long US 13F disclosures omit shorts and can be amended. CUSIP 040413205. No current price, valuation or manager motive is inferred.