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$ANET:NYSE · ARISTA NETWORKS

Sector: aisemi

Conviction from: S&P

Arista Networks develops high-performance Ethernet switches, routers, and networking software for large data centers, cloud providers, and enterprise campuses.

3 tracked filer(s) hold this · 0 opened, 2 added, 0 trimmed in 31-MAR-2026

Aggregate 13FScore 55 — mean of 3 scored holder(s) · buyers (new/add) avg 55. Higher = the smart money in this name has the better track record.

Filer13FScoreThis quarterSharesValue% of their book
François Rochon / Giverny68Added +1%423,361$51,981,5341.9%
Ancora42Added +2%1,144$140,4600.0%
Bridgewater55Holds (flat)1,330,091$163,308,5730.7%

Beyond 13F — activists, insiders, politicians & research

Congressional trades all politician trades →

6 disclosed trade(s) by 4 filer(s).

Trade dateWhoTypeAmount
2026-07-10Dan Newhouse WA04BUY$1,001 - $15,000PTR
2026-03-27Alan Armstrong senateBUY$1,001 - $15,000PTR
2026-03-25Gilbert Cisneros CA31SELL$1,001 - $15,000PTR
2026-01-30Gilbert Cisneros CA31BUY$1,001 - $15,000PTR
2025-12-24Gilbert Cisneros CA31SELL$1,001 - $15,000PTR
2025-12-11John Boozman senateBUY$1,001 - $15,000PTR

Trump & executive branch trades all Trump/exec trades →

12 disclosed trade(s) by 1 filer(s).

Trade dateWhoTypeAmount
2026-07-01Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-07-01Trump, Donald J PresidentSELL$1,001 - $15,000PTR
2026-07-01Trump, Donald J PresidentSELL$100,001 - $250,000PTR
2026-07-01Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-07-01Trump, Donald J PresidentBUY$100,001 - $250,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$50,001 - $100,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 -$50,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR

Serenity (@aleabitoreddit) full tracker →

Watching · 1 mention(s), 0 personal-position post(s) · first 2026-01-23 · last 2026-01-23

“Nitto Boseki - $NBCLF | 3110: The story of an extreme bottleneck for AI: > Spin Yarn/Glass in 1923 > Be good at it > Create "T-Glass" for tennis rackets > Wait 100Y, everyone needs it > $TSM for CoWoS > $APPL for M-Series Ultra/Max > $NVDA for Blackwell + Vera Rubin > $TSLA for chips inside FSD cars > $AMD for MI300/MI400 AI accelerators > $ANET for 800G to 1.6T and 3.2T > Have Apple to Nvidia t…” post →

All 1 tweet(s) mentioning this ticker
DateTweet
2026-01-23Nitto Boseki - $NBCLF | 3110: The story of an extreme bottleneck for AI: > Spin Yarn/Glass in 1923 > Be good at it > Create "T-Glass" for tennis rackets > Wait 100Y, everyone needs it > $TSM for CoWoS > $APPL for M-Series Ultra/Max > $NVDA for Blackwell + Vera Rubin > $TSLA for chips inside FSD ca… → · 225 likes · 35,967 views

Citrini Research coverage report library →

ReportDateStance
#107 — Stargate: A Citrini Field Trip2025-09-28WATCH
#104 — State of the Themes: Long GOOGL, Asian Outperformance and the Age of Virality2025-08-18WATCH

Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-07-20.