Arista Networks, Inc.
MX ˙ BMV ˙ US0404132054
SecurityMX:ANET / Arista Networks, Inc.
InstitutionAndra AP-fonden
Latest Disclosed Ownership250,000 shares
Latest Disclosed Value $ 30,695,000
Andra AP-fonden reports 22.55% increase in ownership of ANET / Arista Networks, Inc.

On May 8, 2026 - Andra AP-fonden filed a 13F-HR form disclosing ownership of 250,000 shares of Arista Networks, Inc. (MX:ANET) valued at $30,695,000 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 204,000 shares of Arista Networks, Inc.. This represents a change in shares of 22.55% 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.

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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)
2026-05-08 2026-03-31 13F ARISTA NETWORKS COM 040413205 250,000 46,000 22.55 30,695 14.83 0.3657
2026-02-12 2025-12-31 13F ARISTA NETWORKS COM 040413205 204,000 7,049 3.58 26,730 -6.85 0.3302
2025-11-12 2025-09-30 13F ARISTA NETWORKS COM 040413205 196,951 -127,800 -39.35 28,698 -13.63 0.3667
2025-08-06 2025-06-30 13F ARISTA NETWORKS COM 040413205 324,751 21,500 7.09 33,225 41.41 0.4622
2025-05-13 2025-03-31 13F ARISTA NETWORKS COM 040413205 303,251 60,451 24.90 23,496 -12.45 0.3852
2025-02-07 2024-12-31 13F ARISTA NETWORKS COM 040413205 242,800 170,300 234.90 26,837 -3.56 0.4298
2024-11-12 2024-09-30 13F ARISTA NETWORKS COM 040413106 72,500 -6,300 -7.99 27,827 0.76 0.4098
2024-08-07 2024-06-30 13F ARISTA NETWORKS COM 040413106 78,800 29,900 61.15 27,618 94.76 0.4640
2024-05-13 2024-03-31 13F ARISTA NETWORKS COM 040413106 48,900 48,900 14,180 0.2517
2023-11-09 2023-09-30 13F ARISTA NETWORKS COM 040413106 0 -38,400 -100.00 0 -100.00
2023-08-09 2023-06-30 13F ARISTA NETWORKS COM 040413106 38,400 -4,100 -9.65 6,223 -12.77 0.1574
2023-05-12 2023-03-31 13F ARISTA NETWORKS COM 040413106 42,500 20,600 94.06 7,134 356,600.00 0.1856
2023-02-13 2022-12-31 13F ARISTA NETWORKS COM 040413106 21,900 -13,300 -37.78 3 -99.95 0.0806
2022-11-14 2022-09-30 13F ARISTA NETWORKS COM 040413106 35,200 -39,500 -52.88 3,974 -43.24 0.1302
2022-08-15 2022-06-30 13F ARISTA NETWORKS COM 040413106 74,700 -9,000 -10.75 7,002 -41.81 0.2005
2022-02-15 2021-12-31 13F ARISTA NETWORKS COM 040413106 83,700 51,000 155.96 12,032 7.07 0.2451
2021-11-12 2021-09-30 13F ARISTA NETWORKS COM 040413106 32,700 5,100 18.48 11,237 12.37 0.2313
2021-08-16 2021-06-30 13F ARISTA NETWORKS COM 040413106 27,600 4,800 21.05 10,000 45.29 0.2042
2021-05-17 2021-03-31 13F ARISTA NETWORKS COM 040413106 22,800 1,500 7.04 6,883 11.21 0.1517
2021-02-12 2020-12-31 13F ARISTA NETWORKS COM 040413106 21,300 7,100 50.00 6,189 110.65 0.1366
2020-11-12 2020-09-30 13F ARISTA NETWORKS COM 040413106 14,200 -8,200 -36.61 2,938 -37.56 0.0797
2020-08-06 2020-06-30 13F ARISTA NETWORKS COM 040413106 22,400 4,600 25.84 4,705 30.51 0.1369
2020-05-13 2020-03-31 13F ARISTA NETWORKS COM 040413106 17,800 800 4.71 3,605 4.25 0.1311
2020-02-10 2019-12-31 13F ARISTA NETWORKS COM 040413106 17,000 5,000 41.67 3,458 20.61 0.0989
2019-11-19 2019-09-30 13F ARISTA NETWORKS COM 040413106 12,000 1,000 9.09 2,867 0.39 0.0852
2019-08-15 2019-06-30 13F ARISTA NETWORKS COM 040413106 11,000 -2,100 -16.03 2,856 -30.66 0.0822
2019-05-14 2019-03-31 13F ARISTA NETWORKS COM 040413106 13,100 -7,500 -36.41 4,119 -24.79 0.1199
2018-10-16 2018-09-30 13F ARISTA NETWORKS COM 040413106 20,600 -2,100 -9.25 5,477 -6.30 0.1412
2018-08-17 2018-06-30 13F ARISTA NETWORKS COM 040413106 22,700 9,300 69.40 5,845 70.86 0.1580
2018-04-10 2018-03-31 13F ARISTA NETWORKS COM 040413106 13,400 6,800 103.03 3,421 120.00 0.0887
2018-02-14 2017-12-31 13F ARISTA NETWORKS COM 040413106 6,600 -5,400 -45.00 1,555 -31.65 0.0353
2017-10-31 2017-09-30 13F ARISTA NETWORKS COM 040413106 12,000 5,600 87.50 2,275 137.23 0.0533
2017-08-08 2017-06-30 13F ARISTA NETWORKS COM 040413106 6,400 6,400 959 0.0237
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.