Varenne Capital Partners ANET — ARISTA NETWORKS INC

Ownership history in Varenne Capital Partners  ·  10 quarters on record

AI Ownership Summary

Varenne Capital Partners reported ARISTA NETWORKS INC (ANET) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 13.35% in 2025 Q1. The latest visible filing shows ANET at 12.52% 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 Varenne Capital Partners'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 12.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
13.35% in 2025 Q1

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 Varenne Capital Partners fund profile Varenne Capital Partners full holdings
How Varenne Capital Partners 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 420,014 -22,069 -5.0% 12.52% $51.7M 2026-05-13 $140.69
2025 Q4 REDUCED — — — 442,083 -1,921 -0.4% 11.13% $58.0M 2026-02-17 $142.58
2025 Q3 REDUCED 13.9% -7.9% ✅ 444,004 -71,481 -13.9% 12.28% $64.7M 2025-11-12 $134.98
2025 Q2 ADDED — — — 515,485 +35,658 +7.4% 9.15% $52.7M 2025-08-12 $141.25
2025 Q1 ADDED — — — 479,827 +349,132 +267.1% 13.35% $37.2M 2025-05-13 $97.25
2024 Q4 ADDED — — — 130,695 +39,094 +42.7% 4.26% $14.4M 2025-02-12 $109.64
2024 Q3 ADDED — — — 91,601 +75,870 +482.3% 6.73% $35.2M 2024-11-14 $96.49
2024 Q2 ADDED — — — 15,731 +6,221 +65.4% 1.39% $5.5M 2024-08-12 $84.58
2024 Q1 ADDED — — — 9,510 +2,288 +31.7% 0.43% $2.8M 2024-05-14 $78.42
2023 Q4 INITIATED — — — 7,222 — — 0.51% $1.7M 2024-02-13 $66.38

🏢 Other funds also holding ANET

As of 2026 Q1 — sorted by position size

Cresset Asset Management, LLC 3Y 7Y 10.99% 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 Varenne Capital Partners and ANET

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

How long has Varenne Capital Partners reported owning ANET?

Varenne Capital Partners reported ANET across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ANET position in Varenne Capital Partners's portfolio?

The largest reported portfolio weight for ANET was 13.35% in 2025 Q1.

What is the latest reported ANET position on this page?

The most recent filing on this page is 2026 Q1, when Varenne Capital Partners reported 420,014 shares, equal to 12.52% of portfolio, with an estimated market value of $51.7M.

What does the chart on this ANET ownership page compare?

The chart compares Varenne Capital Partners'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 Varenne Capital Partners time their ANET position?

Based on 13F filing dates vs. subsequent ANET price moves, Varenne Capital Partners correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on ANET relative to SPY over the holding period was +15.2%.

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