ANET — ARISTA NETWORKS INC

Ownership history in Beck Bode, LLC · 14 quarters on record

This page tracks every 13F SEC filing in which Beck Bode, LLC reported a position in ARISTA NETWORKS INC (ANET). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

3.96% (2025 Q3)

Avg. % of fund

2.82%

First filed

2022 Q3

Last filed

2025 Q4

Quarters held

14

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	164,069	-4,119	-2.4%	3.58%	$21.5M	$131.03
2025 Q3	REDUCED	168,188	-14,181	-7.8%	3.96%	$24.5M	$145.71
2025 Q2	REDUCED	182,369	-7,409	-3.9%	3.16%	$18.7M	$102.31
2025 Q1	ADDED	189,778	+25,943	+15.8%	2.74%	$14.7M	$77.48

% of Fund (quarterly) ANET price (monthly, adj. close)

Other funds also holding ANET

As of 2025 Q4 — sorted by position size

Talos Eurisko Asset Management LP 16.76% Cresset Asset Management, LLC 3Y 7Y 11.43% Varenne Capital Partners 3Y 11.13% CAPITAL COUNSEL LLC/NY 3Y 7Y 10.04% Freemont Management S.A. 3Y 6.46% Sather Financial Group Inc 3Y 7Y 6.39% DSM CAPITAL PARTNERS LLC 3Y 7Y 5.4% Taylor Hoffman Capital Management LLC 5.37% SeaTown Holdings Pte. Ltd. 3Y 7Y 5.36% Guardian Wealth Management, Inc. 3Y 5.14%

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