Arista Networks Inc (ANET): A Bull Case Theory
We came across a bullish thesis on Arista Networks Inc. on Long-term Investing’s Substack by Sanjiv. 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:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AQR Capital Management Cliff Asness | 8,742,112 | $892,919,364 | +14% | 0.74% |
| 2. | Point72 Asset Management Steve Cohen | 6,930,633 | $709,073,062 | +273% | 1.39% |
| 3. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 5,254,456 | $537,583,393 | -11% | 0.38% |
| 4. | Balyasny Asset Management Dmitry Balyasny | 3,646,977 | $373,122,217 | 0.56% | |
| 5. | Alyeska Investment Group Anand Parekh | 3,034,238 | $310,432,890 | 1.09% |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $150.20 | 420,658 | $63,184,303.90 | 19,247,010 | 2025-09-10 | Filing | |
| $148.07 | 5,532 | $819,145.37 | 19,667,668 | 2025-09-10 | Filing | |
| $147.42 | 289,618 | $42,694,906.32 | 19,673,200 | 2025-09-10 | Filing | |
| $146.66 | 169,497 | $24,858,684.27 | 19,962,818 | 2025-09-10 | Filing | |
| $145.22 | 18,051 | $2,621,295.82 | 20,132,315 | 2025-09-10 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 98,993,100 | $10,127,984,061 | 0.16% | |
| 2. | 85,916,751 | $8,790,142,849 | 0.17% | |
| 3. | 46,096,575 | $4,716,140,588 | 0.18% | |
| 4. | 26,374,373 | $2,698,362,102 | 11.7% | |
| 5. | 25,576,483 | $2,606,694,187 | 0.18% |
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