ANET — ARISTA NETWORKS INC

Ownership history in Varenne Capital Partners  ·  9 quarters on record

This page tracks every 13F SEC filing in which Varenne Capital Partners 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
13.35% (2025 Q1)
Avg. % of fund
6.58%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 442,083 -1,921 -0.4% 11.13% $58.0M $131.03
2025 Q3 REDUCED 444,004 -71,481 -13.9% 12.28% $64.7M $145.71
2025 Q2 ADDED 515,485 +35,658 +7.4% 9.15% $52.7M $102.31
2025 Q1 ADDED 479,827 +349,132 +267.1% 13.35% $37.2M $77.48
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% 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% DISCIPLINED GROWTH INVESTORS INC /MN 3Y 7Y 4.89%
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