Arista Networks, Inc.
MX ˙ BMV ˙ US0404132054
SecurityMX:ANET / Arista Networks, Inc.
Institution1832 Asset Management L.P.
Latest Disclosed Ownership1,563,143 shares
Latest Disclosed Value $ 191,922,698
1832 Asset Management L.P. reports 120.59% increase in ownership of ANET / Arista Networks, Inc.

On May 14, 2026 - 1832 Asset Management L.P. filed a 13F-HR form disclosing ownership of 1,563,143 shares of Arista Networks, Inc. (MX:ANET) valued at $191,922,698 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 708,615 shares of Arista Networks, Inc.. This represents a change in shares of 120.59% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F ARISTA NETWORKS COM SHS 040413205 1,563,143 854,528 120.59 191,923 106.70 0.1764
2026-02-13 2025-12-31 13F ARISTA NETWORKS COM SHS 040413205 708,615 50,925 7.74 92,850 -3.11 0.0707
2025-11-14 2025-09-30 13F ARISTA NETWORKS COM SHS 040413205 657,690 -47,082 -6.68 95,832 32.91 0.0756
2025-08-13 2025-06-30 13F ARISTA NETWORKS COM SHS 040413205 704,772 6,272 0.90 72,105 33.23 0.0563
2025-05-14 2025-03-31 13F ARISTA NETWORKS COM SHS 040413205 698,500 -1,201,701 -63.24 54,120 -74.23 0.0492
2025-02-14 2024-12-31 13F ARISTA NETWORKS COM SHS 040413205 1,900,201 1,252,027 193.16 210,029 -15.58 0.1785
2024-11-13 2024-09-30 13F ARISTA NETWORKS COM 040413106 648,174 132,474 25.69 248,782 37.64 0.1893
2024-08-13 2024-06-30 13F ARISTA NETWORKS COM 040413106 515,700 503,597 4,160.93 180,743 5,050.81 0.1468
2024-05-14 2024-03-31 13F ARISTA NETWORKS COM 040413106 12,103 1,354 12.60 3,510 38.64 0.0021
2024-02-13 2023-12-31 13F ARISTA NETWORKS COM 040413106 10,749 -6,470 -37.57 2,531 -20.08 0.0036
2023-11-13 2023-09-30 13F ARISTA NETWORKS COM 040413106 17,219 -3,601 -17.30 3,167 -6.14 0.0045
2023-08-14 2023-06-30 13F ARISTA NETWORKS COM 040413106 20,820 -1,250,905 -98.36 3,374 -98.42 0.0066
2023-05-12 2023-03-31 13F ARISTA NETWORKS COM 040413106 1,271,725 396,527 45.31 213,472 101.00 0.4391
2023-02-15 2022-12-31 13F ARISTA NETWORKS COM 040413106 875,198 817,781 1,424.28 106,205 1,538.46 0.2183
2022-11-14 2022-09-30 13F ARISTA NETWORKS COM 040413106 57,417 34,520 150.76 6,482 202.05 0.0138
2022-08-15 2022-06-30 13F ARISTA NETWORKS COM 040413106 22,897 -421,871 -94.85 2,146 -96.48 0.0043
2022-05-16 2022-03-31 13F ARISTA NETWORKS COM 040413106 444,768 366,168 465.86 60,964 436.23 0.0995
2022-02-15 2021-12-31 13F ARISTA NETWORKS COM 040413106 78,600 78,485 68,247.83 11,369 28,322.50 0.0201
2021-11-15 2021-09-30 13F ARISTA NETWORKS COM 040413106 115 83 259.38 40 233.33 0.0001
2021-08-20 2021-06-30 13F/A-1 ARISTA NETWORKS COM 040413106 32 32 12 0.0000
2021-08-16 2021-06-30 13F ARISTA NETWORKS COM 040413106 32 32 12 0.0000
2019-08-14 2019-06-30 13F ARISTA NETWORKS COM 040413106 0 -167,000 -100.00 0 -100.00
2019-05-15 2019-03-31 13F ARISTA NETWORKS COM 040413106 167,000 167,000 51,135 0.1742
2019-02-14 2018-12-31 13F ARISTA NETWORKS COM 040413106 0 -353,775 -100.00 0 -100.00
2018-11-14 2018-09-30 13F ARISTA NETWORKS COM 040413106 353,775 -128,725 -26.68 92,867 -24.20 0.3029
2018-08-14 2018-06-30 13F ARISTA NETWORKS COM 040413106 482,500 0 0.00 122,521 0.26 0.4149
2018-05-15 2018-03-31 13F ARISTA NETWORKS COM 040413106 482,500 -226,200 -31.92 122,202 -25.56 0.4502
2018-02-14 2017-12-31 13F ARISTA NETWORKS COM 040413106 708,700 -99,900 -12.35 164,170 11.87 0.5335
2017-11-14 2017-09-30 13F ARISTA NETWORKS COM 040413106 808,600 -168,700 -17.26 146,754 1.54 0.5141
2017-08-14 2017-06-30 13F ARISTA NETWORKS COM 040413106 977,300 21,100 2.21 144,522 15.85 0.6541
2017-05-15 2017-03-31 13F ARISTA NETWORKS COM 040413106 956,200 263,500 38.04 124,754 93.00 0.4461
2017-04-01 2016-12-31 13F/A-1 ARISTA NETWORKS COM 040413106 692,700 327,000 89.42 64,640 114.82 0.1982
2017-02-14 2016-12-31 13F ARISTA NETWORKS COM 040413106 365,700 29,399
2016-11-15 2016-09-30 13F ARISTA NETWORKS COM 040413106 365,700 365,700 -47.21 30,091 -53.45 0.1131
2016-05-12 2016-03-31 13F ARISTA NETWORKS COM 040413106 0 -610,900 -100.00 0 -100.00
2016-02-12 2015-12-31 13F ARISTA NETWORKS COM 040413106 610,900 610,900 0.00 46,597 0.2014
2015-11-12 2015-09-30 13F ARISTA NETWORKS COM 040413106 0 -303,200 -100.00 0 -100.00
2015-08-13 2015-06-30 13F ARISTA NETWORKS COM 040413106 303,200 303,200 24,191 0.0821
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.