What Makes Arista Networks (ANET) a Good Investment?
TCW funds, an investment management company, released its “TCW Concentrated Large Cap Growth Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
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. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 9,587,115 | $1,396,938,527 | +83% | 0.88% |
| 2. | AQR Capital Management Cliff Asness | 6,261,063 | $904,097,369 | -29% | 0.58% |
| 3. | Point72 Asset Management Steve Cohen | 5,511,420 | $803,069,010 | -21% | 1.34% |
| 4. | 3,165,000 | $461,172,150 | +44% | 0.77% | |
| 5. | 2,586,900 | $376,937,199 | +10% | 0.06% |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $126.44 | 89 | $11,253.16 | 532,400 | 2025-12-17 | Filing | |
| $125.31 | 875 | $109,644.33 | 532,489 | 2025-12-17 | Filing | |
| $124.32 | 1,518 | $188,718.22 | 533,364 | 2025-12-17 | Filing | |
| $123.09 | 2,263 | $278,549.05 | 534,882 | 2025-12-17 | Filing | |
| $122.43 | 5,255 | $643,392.25 | 537,145 | 2025-12-17 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 100,000,830 | $14,571,120,940 | 0.22% | |
| 2. | 89,295,832 | $13,011,295,664 | 0.23% | |
| 3. | 46,342,551 | $6,752,573,106 | 0.23% | |
| 4. | 1,755,368 | $4,672,789,616 | 1.79% | |
| 5. | 32,041,881 | $4,668,822,556 | 0.24% |
News See All
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Arista Networks Inc (ANET): A Bull Case Theory
We came across a bullish thesis on Arista Networks Inc on techcache’s Substack by Joe Albano. In this article, we will summarize the bulls’ thesis on ANET.