Aware Super Pty Ltd as trustee of Aware Super ANET — ARISTA NETWORKS INC

Ownership history in Aware Super Pty Ltd as trustee of Aware Super  ·  7 quarters on record

AI Ownership Summary

Aware Super Pty Ltd as trustee of Aware Super reported ARISTA NETWORKS INC (ANET) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.85% in 2025 Q3. The latest visible filing shows ANET at 0.72% 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 Aware Super Pty Ltd as trustee of Aware Super'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 Q2

ANET was reported at 0.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.85% 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 Q2

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.

How Aware Super Pty Ltd as trustee of Aware Super 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 17.0% +20.6% ❌ 298,531 -61,157 -17.0% 0.72% $50.7M 2026-07-29 $157.97
2026 Q1 REDUCED 6.0% +33.6% ❌ 359,688 -22,962 -6.0% 0.67% $44.2M 2026-05-05 $170.22
2025 Q4 REDUCED 9.9% -6.3% ✅ 382,650 -41,979 -9.9% 0.67% $50.1M 2026-02-12 $135.12
2025 Q3 REDUCED 8.7% -7.9% ✅ 424,629 -40,294 -8.7% 0.85% $61.9M 2025-11-13 $130.30
2025 Q2 ADDED — — — 464,923 +18,121 +4.1% 0.70% $47.6M 2025-07-29 $118.62
2025 Q1 ADDED — — — 446,802 +56,311 +14.4% 0.59% $34.6M 2025-05-14 $98.22
2024 Q4 INITIATED — — — 390,491 — — 0.69% $43.2M 2025-02-13 $109.75

FAQ About Aware Super Pty Ltd as trustee of Aware Super and ANET

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

How long has Aware Super Pty Ltd as trustee of Aware Super reported owning ANET?

Aware Super Pty Ltd as trustee of Aware Super reported ANET across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported ANET position in Aware Super Pty Ltd as trustee of Aware Super's portfolio?

The largest reported portfolio weight for ANET was 0.85% in 2025 Q3.

What is the latest reported ANET position on this page?

The most recent filing on this page is 2026 Q2, when Aware Super Pty Ltd as trustee of Aware Super reported 298,531 shares, equal to 0.72% of portfolio, with an estimated market value of $50.7M.

What does the chart on this ANET ownership page compare?

The chart compares Aware Super Pty Ltd as trustee of Aware Super'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 Aware Super Pty Ltd as trustee of Aware Super time their ANET position?

Based on 13F filing dates vs. subsequent ANET price moves, Aware Super Pty Ltd as trustee of Aware Super correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on ANET relative to SPY over the holding period was +3370.3%.

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