Arista Networks, Inc.
MX ˙ BMV ˙ US0404132054
SecurityMX:ANET / Arista Networks, Inc.
InstitutionTrue North Advisors, LLC
Latest Disclosed Ownership11,797 shares
Latest Disclosed Value $ 1,448,436
True North Advisors, LLC reports 208.90% increase in ownership of ANET / Arista Networks, Inc.

On May 7, 2026 - True North Advisors, LLC filed a 13F-HR form disclosing ownership of 11,797 shares of Arista Networks, Inc. (MX:ANET) valued at $1,448,436 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 3,819 shares of Arista Networks, Inc.. This represents a change in shares of 208.90% 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)
2026-05-07 2026-03-31 13F ARISTA NETWORKS COM SHS 040413205 11,797 7,978 208.90 1,448 189.60 0.1651
2026-01-22 2025-12-31 13F ARISTA NETWORKS COM SHS 040413205 3,819 -40 -1.04 500 -11.03 0.0647
2025-10-14 2025-09-30 13F ARISTA NETWORKS COM SHS 040413205 3,859 3,859 562 0.0893
2025-07-16 2025-06-30 13F ARISTA NETWORKS COM SHS 040413205 0 -2,725 -100.00 0 -100.00
2025-05-12 2025-03-31 13F ARISTA NETWORKS COM SHS 040413205 2,725 2,725 211 0.0374
2025-01-17 2024-12-31 13F ARISTA NETWORKS COM 040413106 0 -680 -100.00 0 -100.00
2024-10-08 2024-09-30 13F ARISTA NETWORKS COM 040413106 680 -66 -8.85 261 -0.38 0.0683
2024-08-12 2024-06-30 13F ARISTA NETWORKS COM 040413106 746 746 261 0.0698
2024-04-12 2024-03-31 13F ARISTA NETWORKS COM 040413106 0 -1,174 -100.00 0 -100.00
2024-01-22 2023-12-31 13F ARISTA NETWORKS COM 040413106 1,174 1,174 276 0.0710
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.