ANET

Arista Networks Inc

2 super-investor ownerscombined $117Mlargest position 1.9%

2 super-investors hold ANET worth a combined $117M. The largest position: Francois Rochon at 1.9% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 16 — ranked #698 of 724 scored stocks.

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Why super-investors own ANET

Coverage within this cohort is narrow — just two holders with a combined $117M across portfolios — and entirely static entering 2026Q1, with no additions, trims, or position changes of any kind. Francois Rochon carries the higher conviction at 1.9% of his portfolio ($52M), while Joel Greenblatt's $65M stake registers as a rounding error relative to his broader book. The owner count has held at one-or-two for at least eight consecutive quarters, suggesting neither expanding enthusiasm nor a meaningful exit impulse. Interest here is best characterized as stable but thinly held — concentrated in two very different portfolio contexts, with no signal from the broader cohort that ANET is gaining traction as a super-investor idea.

AI-synthesized from 13F filings. Not investment advice.