Arista Networks, Inc.
MX ˙ BMV ˙ US0404132054
SecurityMX:ANET / Arista Networks, Inc.
InstitutionBelpointe Asset Management LLC
Latest Disclosed Ownership27,568 shares
Latest Disclosed Value $ 3,384,799
Belpointe Asset Management LLC reports 27.39% increase in ownership of ANET / Arista Networks, Inc.

On April 28, 2026 - Belpointe Asset Management LLC filed a 13F-HR form disclosing ownership of 27,568 shares of Arista Networks, Inc. (MX:ANET) valued at $3,384,799 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 21,640 shares of Arista Networks, Inc.. This represents a change in shares of 27.39% 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)
2026-04-28 2026-03-31 13F ARISTA NETWORKS COM 040413205 27,568 5,928 27.39 3,385 19.37 0.1236
2026-01-27 2025-12-31 13F ARISTA NETWORKS COM 040413205 21,640 5,862 37.15 2,835 23.31 0.1024
2025-11-03 2025-09-30 13F ARISTA NETWORKS COM 040413205 15,778 8,721 123.58 2,299 218.42 0.0878
2025-07-22 2025-06-30 13F ARISTA NETWORKS COM 040413205 7,057 -15,180 -68.26 722 -58.07 0.0301
2025-05-20 2025-03-31 13F ARISTA NETWORKS COM 040413205 22,237 16,884 315.41 1,723 -8.94 0.0896
2025-02-13 2024-12-31 13F ARISTA NETWORKS COM 040413106 5,353 -297 -5.26 1,892 -12.78 0.1139
2024-11-13 2024-09-30 13F ARISTA NETWORKS COM 040413106 5,650 1,078 23.58 2,169 35.33 0.1301
2024-08-02 2024-06-30 13F ARISTA NETWORKS COM 040413106 4,572 270 6.28 1,602 28.47 0.1118
2024-05-08 2024-03-31 13F ARISTA NETWORKS COM 040413106 4,302 838 24.19 1,247 53.01 0.0934
2024-02-13 2023-12-31 13F ARISTA NETWORKS COM 040413106 3,464 3,464 816 0.0717
2023-08-15 2023-06-30 13F ARISTA NETWORKS COM 040413106 0 -4,055 -100.00 0 -100.00
2023-05-15 2023-03-31 13F ARISTA NETWORKS COM 040413106 4,055 -312 -7.14 681 28.54 0.0368
2023-02-08 2022-12-31 13F ARISTA NETWORKS COM 040413106 4,367 -1,427 -24.63 530 -18.99 0.0320
2022-11-14 2022-09-30 13F ARISTA NETWORKS COM 040413106 5,794 3,686 174.86 653 231.47 0.0441
2022-08-02 2022-06-30 13F ARISTA NETWORKS COM 040413106 2,108 394 22.99 197 0.00 0.0132
2022-04-28 2022-03-31 13F ARISTA NETWORKS COM 040413106 1,714 -475 -21.70 197 -37.46 0.0119
2022-02-15 2021-12-31 13F ARISTA NETWORKS COM 040413106 2,189 1,662 315.37 315 74.03 0.0196
2021-11-15 2021-09-30 13F ARISTA NETWORKS COM 040413106 527 -309 -36.96 181 -40.07 0.0123
2021-08-09 2021-06-30 13F ARISTA NETWORKS COM 040413106 836 217 35.06 302 93.59 0.0217
2021-05-14 2021-03-31 13F ARISTA NETWORKS COM 040413106 619 -36 -5.50 156 -17.89 0.0134
2021-02-16 2020-12-31 13F ARISTA NETWORKS COM 040413106 655 155 31.00 190 84.47 0.0171
2020-11-13 2020-09-30 13F/A-1 ARISTA NETWORKS COM 040413106 500 -3 -0.60 103 -2.83 0.0115
2020-11-13 2020-09-30 13F ARISTA NETWORKS COM 040413106 501 102
2020-07-20 2020-06-30 13F ARISTA NETWORKS COM 040413106 503 2 0.40 106 3.92 0.0137
2020-07-20 2020-03-31 13F ARISTA NETWORKS COM 040413106 501 -364 -42.08 102 -42.05 0.0179
2020-02-18 2019-12-31 13F ARISTA NETWORKS COM 040413106 865 200 30.08 176 10.69 0.0223
2020-01-16 2019-09-30 13F ARISTA NETWORKS COM 040413106 665 165 33.00 159 22.31 0.0257
2019-11-22 2019-06-30 13F ARISTA NETWORKS COM 040413106 500 -1,189 -70.40 130 -75.52 0.0256
2019-06-11 2019-03-31 13F ARISTA NETWORKS COM 040413106 1,689 1,689 531 0.1037
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.