Arista Networks (ANET) Held by Superinvestors

ARISTA NETWORKS INC (ANET) is currently held by 3 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $369.71M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Disciplined Growth Investors is currently the largest disclosed institutional shareholder of ANET tracked by InsiderSet, reporting ownership valued at approximately $303.80M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $387.60M, representing an estimated gain of +27.58% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed ANET value among the investors covered in this analysis. Major shareholders include Disciplined Growth Investors, Giverny Capital, Sequoia Financial Advisors, and several other long-term asset managers with concentrated positions in ARISTA NETWORKS INC (ANET).

This page ranks the largest institutional ANET shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Disciplined Growth InvestorsFred Martin5.14%1,788,304$303,797,168$387,597,009+$83,799,841+27.58%
Giverny CapitalFrancois Rochon1.94%339,892$57,740,853$73,668,192+$15,927,339+27.58%
Sequoia Financial Advisors0.04%48,079$8,167,707$10,420,642+$2,252,935+27.58%
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Frequently asked questions about ANET

  • Who are the largest superinvestors holding ANET?

    The largest superinvestors holding ANET in the latest SEC Form 13F filings include Disciplined Growth Investors, Giverny Capital, and Sequoia Financial Advisors. InsiderSet ranks these superinvestors by their latest reported ANET position.

  • What does the ANET superinvestors page include?

    This page tracks ANET positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. ARISTA NETWORKS INC (ANET) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.

  • How many superinvestors hold ANET?

    InsiderSet currently tracks 3 superinvestors reporting ANET holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own ANET.

  • How much ANET stock do superinvestors hold?

    Superinvestors tracked by InsiderSet disclosed approximately $369.71M in ANET holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.

  • When were ANET superinvestor holdings last updated?

    The latest ANET superinvestor holdings on InsiderSet are based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time holdings.

  • Are superinvestor ANET holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its ANET position after the reporting date.

  • Are superinvestors buying or selling ANET?

    Buying and selling can be analyzed by comparing ANET positions across consecutive 13F reporting periods. InsiderSet's ANET Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ANET ownership changes.

  • How have superinvestor ANET holdings changed over time?

    InsiderSet tracks ANET holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.