Avalon Trust Co ANET — ARISTA NETWORKS INC

Ownership history in Avalon Trust Co  ·  6 quarters on record

AI Ownership Summary

Avalon Trust Co reported ARISTA NETWORKS INC (ANET) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.87% in 2025 Q3. The latest visible filing shows ANET at 0.79% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ANET ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Avalon Trust Co's position in ARISTA NETWORKS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ANET was reported at 0.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.87% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ANET stock page Avalon Trust Co fund profile Avalon Trust Co full holdings
How Avalon Trust Co held ANET — position size vs. price
% of Fund (quarterly)    ANET price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 93,375 +1,020 +1.1% 0.79% $11.5M 2026-05-06 $147.06
2025 Q4 ADDED — — — 92,355 +785 +0.9% 0.78% $12.1M 2026-02-09 $141.74
2025 Q3 REDUCED — — — 91,570 -516 -0.6% 0.87% $13.3M 2025-11-10 $137.26
2025 Q2 REDUCED 11.7% +40.1% ❌ 92,086 -12,240 -11.7% 0.69% $9.4M 2025-08-08 $139.18
2025 Q1 ADDED — — — 104,326 +2,046 +2.0% 0.64% $8.1M 2025-05-09 $86.52
2024 Q4 INITIATED — — — 102,280 — — 0.80% $11.3M 2025-02-10 $120.23

🏢 Other funds also holding ANET

As of 2026 Q1 — sorted by position size

Varenne Capital Partners 3Y 12.52% Sather Financial Group Inc 3Y 7Y 6.4% DSM CAPITAL PARTNERS LLC 3Y 7Y 5.83% Up Capital Management, Inc. 5.23% Taylor Hoffman Capital Management LLC 4.94% Freemont Management S.A. 3Y 4.75% Guardian Wealth Management, Inc. 3Y 4.56% GLYNN CAPITAL MANAGEMENT LLC 3Y 7Y 4.51% Sava Infond d.o.o. 4.48% Kessler Investment Group, LLC 3Y 7Y 3.95%

FAQ About Avalon Trust Co and ANET

These are the practical questions this page is built to answer before you even open the full history table.

How long has Avalon Trust Co reported owning ANET?

Avalon Trust Co reported ANET across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported ANET position in Avalon Trust Co's portfolio?

The largest reported portfolio weight for ANET was 0.87% in 2025 Q3.

What is the latest reported ANET position on this page?

The most recent filing on this page is 2026 Q1, when Avalon Trust Co reported 93,375 shares, equal to 0.79% of portfolio, with an estimated market value of $11.5M.

What does the chart on this ANET ownership page compare?

The chart compares Avalon Trust Co's quarterly ANET portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Avalon Trust Co time their ANET position?

Based on 13F filing dates vs. subsequent ANET price moves, Avalon Trust Co correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on ANET relative to SPY over the holding period was -0.5%.

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