Arista Networks, Inc.
US ˙ NYSE ˙ US0404132054

SecurityANET / Arista Networks, Inc.
InstitutionMorse Asset Management, Inc
Latest Disclosed Ownership12,744 shares
Latest Disclosed Value $ 1,564,708
Morse Asset Management, Inc reports 2.25% increase in ownership of ANET / Arista Networks, Inc.

On May 14, 2026 - Morse Asset Management, Inc filed a 13F-HR form disclosing ownership of 12,744 shares of Arista Networks, Inc. (US:ANET) valued at $1,564,708 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 12,464 shares of Arista Networks, Inc.. This represents a change in shares of 2.25% during the quarter. The current value of the position is $1,966,017 USD.

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)
2026-05-14 2026-03-31 13F ARISTA NETWORKS INC COM SHS Stock 040413205 12,744 280 2.25 1,565 -4.23 0.3252
2026-02-03 2025-12-31 13F ARISTA NETWORKS INC COM SHS Stock 040413205 12,464 400 3.32 1,633 -7.06 0.3264
2025-11-14 2025-09-30 13F ARISTA NETWORKS INC COM SHS Stock 040413205 12,064 64 0.53 1,758 43.19 0.3508
2025-08-15 2025-06-30 13F ARISTA NETWORKS INC COM SHS Stock 040413205 12,000 3,203 36.41 1,228 80.18 0.2690
2025-05-05 2025-03-31 13F ARISTA NETWORKS INC COM SHS Stock 040413205 8,797 -238 -2.63 682 -31.76 0.1720
2025-02-14 2024-12-31 13F ARISTA NETWORKS INC COM SHS Stock 040413205 9,035 8,715 2,723.44 999 718.03 0.2281
2024-11-20 2024-09-30 13F/A-1 ARISTA NETWORKS INC COM Stock 040413106 320 320 123 0.0265
2024-11-14 2024-09-30 13F ARISTA NETWORKS INC COM Stock 040413106 320 320 0 0.0265
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.