Arista Networks, Inc. (ANET): A Bull Case Theory
We came across a bullish thesis on Arista Networks, Inc. on The Wealth Dynasty Report’s Substack. In this article, we will summarize the bulls’ thesis on ANET.
Arista Networks Inc. (ANET)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Zevenbergen Capital Investments Nancy Zevenbergen | 245,400 | $32,154,762 | 0.72% | |
| 2. | Impax Asset Management Ian Simm | 11,930 | $1,563,188 | +60% | 0.01% |
| 3. | Bayforest Capital Theodoros Tsagaris | 1,007 | $131,947 | -50% | 0.1% |
| 4. | Stevens Capital Management Matthew Tewksbury | 15,869 | $2,079 | -14% | 0.73% |
| 5. | Navellier & Associates Louis Navellier | 0 | $0 | 0% |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $129.90 | 802 | $104,178.60 | 522,400 | 2026-01-20 | Filing | |
| $129.25 | 3,585 | $463,378.82 | 523,202 | 2026-01-20 | Filing | |
| $128.01 | 3,200 | $409,639.36 | 526,787 | 2026-01-20 | Filing | |
| $127.28 | 2,413 | $307,125.67 | 529,987 | 2026-01-20 | Filing | |
| $129.90 | 1,284 | $166,789.67 | 1,127,168 | 2026-01-20 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 101,189,629 | $13,258,877,087 | 0.19% | |
| 2. | 7,364,990 | $965,034,640 | 0.93% | |
| 3. | 5,389,355 | $706,167,186 | 0.23% | |
| 4. | 4,770,154 | $625,033,280 | 0.1% | |
| 5. | 4,021,514 | $532,006,087 | 0.46% |
News See All
Arista Networks (ANET) Surged as Multiple Tailwinds Aligned
Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2025 investor letter. A copy of the same can be downloaded here.
Here's What Analysts Are Saying About Arista Networks (ANET)
Arista Networks, Inc. (NYSE:ANET) is one of the best strong buy growth stocks to buy according to hedge funds. Arista Networks, Inc.
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She stated that one of the significant things the last few years have taught her is that while inflation is clearly coming down, it is stuck in the reported numbers.
Street Remains Confident in Arista Networks (ANET) Amid AI Infrastructure Build Cycle Acceleration
On January 6, 2026, KeyBanc Capital disclosed its best investment ideas for 2026 in the Communications and IT Infrastructure sectors.
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As 2026 unfolds, global markets stand at a crossroads.
This is What Analysts Think About Arista Networks (ANET)
Arista Networks, Inc. (NYSE:ANET) is one of the best long term growth stocks to buy according to hedge funds. Arista Networks, Inc.
13 Best Long Term Growth Stocks to Buy According to Hedge Funds
On January 9, Rich Saperstein, founding principal and chief investment officer of Treasury Partners, appeared on CNBC’s “Closing Bell” to talk about the market trends.
10 Best NYSE Stocks to Buy According to Analysts
On January 9, Yahoo Finance reported that US stock markets are trading at high valuations.
Here’s What Makes Arista Networks (ANET) an Investment Bet?
ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Growth Strategy” fourth-quarter 2025 investor letter.
Hedge Fund Resource Center Billionaire Hedge Funds
