ANET
Arista Networks Inc
3 of the 83 super-investors we track hold ANET, worth a combined $517M per their latest 13F filings. The largest position: Francois Rochon at 1.9% of their portfolio. No cohort buying or selling was filed on the name this quarter. Conviction score: 16 of 100 (how strongly the cohort backs it) — ranked #702 of 742 stocks. Conviction rising: 1 more super-investor hold it than in 2026Q1.
Why super-investors own ANET
ANET is held by 3 super-investors in our cohort, with a combined position value of $517M. The highest-conviction owner is Francois Rochon at 1.9% of their portfolio. Cohort ownership has grown from 2 to 3 over the last four quarters — net interest is rising.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2024Q4 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | 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 |
Owners of ANET also hold
Congress is trading ANET
Congress tracker →- Gilbert Cisnerossold$1,001 - $15,000 · 2026-03-25
- Tony Wiedsold$100,001 - $250,000 · 2026-02-12
- Tony Wiedsold$15,001 - $50,000 · 2026-02-03
- Gilbert Cisnerosbought$1,001 - $15,000 · 2026-01-30
- Gilbert Cisnerossold$1,001 - $15,000 · 2025-12-24
- John Boozmanbought$1,001 - $15,000 · 2025-12-11
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Long US equity 13F-HR filings only. CUSIP 040413205. Not investment advice.