Cresset Asset Management, LLC ANET — ARISTA NETWORKS INC

Ownership history in Cresset Asset Management, LLC  ·  27 quarters on record

AI Ownership Summary

Cresset Asset Management, LLC reported ARISTA NETWORKS INC (ANET) in 27 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 14.41% in 2024 Q4. The latest visible filing shows ANET at 10.99% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ANET ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cresset Asset Management, LLC'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 10.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.41% in 2024 Q4

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

Time in book
Holding Window
2023 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 Cresset Asset Management, LLC fund profile Cresset Asset Management, LLC full holdings
How Cresset Asset Management, LLC 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 12 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 20,692,711 -1,384 -0.0% 10.99% $2.54B 2026-05-15 $141.97
2025 Q4 REDUCED 5.1% -6.3% ✅ 20,694,095 -1,112,395 -5.1% 11.43% $2.71B 2026-02-17 $142.58
2025 Q3 REDUCED 17.3% -7.9% ✅ 21,806,490 -4,567,883 -17.3% 11.95% $3.18B 2025-11-12 $134.98
2025 Q2 ADDED — — — 26,374,373 +263,272 +1.0% 11.70% $2.70B 2025-08-13 $138.01
2025 Q1 REDUCED — — — 26,111,101 -1,177,482 -4.3% 10.09% $2.02B 2025-05-13 $97.25
2024 Q4 ADDED — — — 27,288,583 +20,059,303 +277.5% 14.41% $3.02B 2025-02-14 $106.87
2024 Q3 REDUCED 6.4% +16.1% ❌ 7,229,280 -497,927 -6.4% 10.68% $2.77B 2024-11-14 $96.49
2024 Q2 ADDED — — — 7,727,207 +7,717,207 +77172.1% 11.37% $2.71B 2024-08-14 $87.16
2024 Q1 REDUCED 99.9% +23.0% ❌ 10,000 -8,642,742 -99.9% 0.01% $2.9M 2024-05-15 $81.51
2024 Q1 ADDED — — — 8,652,742 +8,627,742 +34511.0% 12.08% $2.51B 2024-05-15 $81.51
2023 Q4 REDUCED 99.7% +27.3% ❌ 25,000 -9,417,797 -99.7% 0.04% $5.9M 2024-02-14 $66.42
2023 Q4 ADDED — — — 9,442,797 +9,432,797 +94328.0% 13.29% $2.22B 2024-02-14 $66.42
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ANET

As of 2026 Q1 — sorted by position size

Varenne Capital Partners 3Y 12.52% CAPITAL COUNSEL LLC/NY 3Y 7Y 10.33% Sather Financial Group Inc 3Y 7Y 6.4% DSM CAPITAL PARTNERS LLC 3Y 7Y 5.83% Nutshell Asset Management Ltd 5.49% Up Capital Management, Inc. 5.23% Capital Impact Advisors, LLC 3Y 7Y 5.02% Taylor Hoffman Capital Management LLC 4.94% Freemont Management S.A. 3Y 4.75% BRISTOL JOHN W & CO INC /NY/ 3Y 7Y 4.63%

FAQ About Cresset Asset Management, LLC and ANET

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

How long has Cresset Asset Management, LLC reported owning ANET?

Cresset Asset Management, LLC reported ANET across 12 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ANET position in Cresset Asset Management, LLC's portfolio?

The largest reported portfolio weight for ANET was 14.41% in 2024 Q4.

What is the latest reported ANET position on this page?

The most recent filing on this page is 2026 Q1, when Cresset Asset Management, LLC reported 20,692,711 shares, equal to 10.99% of portfolio, with an estimated market value of $2.54B.

What does the chart on this ANET ownership page compare?

The chart compares Cresset Asset Management, LLC'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 Cresset Asset Management, LLC time their ANET position?

Based on 13F filing dates vs. subsequent ANET price moves, Cresset Asset Management, LLC correctly timed 10 out of 26 reported position changes (38%). The annualised alpha on ANET relative to SPY over the holding period was +27.0%.

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