ANET·Arista Networks
enablerAI CoreData as of 2026-07-07
Holder Count
13 / 30
13 of 30 tracked investors hold ANET
Aggregate $
$6.68B
13F longs + subsequent 13G/D block filings, deduped
Share of AI Universe
0.7%
Share of aggregated AI exposure across 30 investors
Latest quarter · 2025-Q4
Exited
No Exited this quarter
—Holders
Sorted by position $ desc by default; click headers to sort| Investor | Position $↓ | % of AI Exposure | Latest 13F Action | Entry Quarter |
|---|---|---|---|---|
 T. Rowe Price Associates T. Rowe Price Associates, Inc. | $3.60B | 1.0% | TRIM2026-Q1 | Before 2020-Q1 |
 Norges Bank Investment Management Norges Bank | $1.56B | 0.4% | HOLD2025-Q4 | Before 2020-Q1 |
 Steve Cohen / Point72 Point72 Asset Management, L.P. | $804M | 6.2% | TRIM2026-Q1 | Before 2020-Q1 |
 Andreas Halvorsen / Viking Global Viking Global Investors LP | $330M | 5.2% | HOLD2023-Q2 | Before 2020-Q1 |
 Dan Sundheim / D1 Capital D1 Capital Partners L.P. | $126M | 8.8% | NEW2025-Q4 | Before 2020-Q1 |
 Alex Sacerdote / Whale Rock Capital Whale Rock Capital Management LLC | $114M | 2.9% | TRIM2023-Q2 | Before 2020-Q1 |
 David Tepper / Appaloosa Appaloosa LP | $46M | 1.1% | HOLD2023-Q3 | 2023-Q2 |
 Izzy Englander / Millennium Millennium Management LLC | $37M | 0.3% | TRIM2023-Q4 | Before 2020-Q1 |
 Chase Coleman / Tiger Global Tiger Global Management LLC | $31M | 0.2% | HOLD2015-Q4 | 2015-Q3 |
 Stan Druckenmiller / Duquesne Family Office Duquesne Family Office LLC | $18M | 4.8% | TRIM2024-Q2 | Before 2020-Q1 |
 Temasek Holdings Temasek Holdings (Private) Ltd | $8M | 0.1% | NEW2025-Q4 | Before 2020-Q1 |
 Lei Zhang / HHLR Advisors HHLR Advisors, Ltd. | $3M | 1.0% | ADD2024-Q2 | Before 2020-Q1 |
 Baillie Gifford & Co Baillie Gifford & Co | $28000 | 0.0% | NEW2020-Q4 | Before 2020-Q1 |
Position Action Log
56 entries · newest first| Date | Investor | Action | Δ $ | Δ Shares |
|---|---|---|---|---|
| 2026-Q1 | EXIT | −$126M | −962.4K | |
| 2026-Q1 | TRIM | −$187M | −1.01M | |
| 2026-Q1 | TRIM | −$1.27B | −7.85M | |
| 2026-Q1 | EXIT | −$8M | −58.2K | |
| 2025-Q4 | NEW | +$126M | +962.4K | |
| 2025-Q4 | TRIM | +$330M | −109.8K | |
| 2025-Q4 | ADD | +$188M | +2.05M | |
| 2025-Q4 | ADD | −$490M | +380.7K | |
| 2025-Q4 | NEW | +$8M | +58.2K | |
| 2025-Q3 | ADD | +$803M | +5.51M | |
| 2025-Q3 | ADD | +$4.82B | +31.55M | |
| 2025-Q2 | TRIM | −$170M | −642.2K | |
| 2025-Q2 | EXIT | −$144M | −1.86M | |
| 2025-Q2 | ADD | +$536M | +5.24M | |
| 2025-Q1 | TRIM | −$190M | −1.16M | |
| 2025-Q1 | EXIT | −$443M | −4.01M | |
| 2024-Q4 | ADD | +$421M | +9.86M | |
| 2024-Q4 | ADD | −$3M | +2.14M | |
| 2024-Q4 | ADD | +$130M | +3.19M | |
| 2024-Q3 | EXIT | −$18M | −52.3K | |
| 2024-Q3 | EXIT | −$3M | −9.8K | |
| 2024-Q3 | ADD | +$104M | +211.8K | |
| 2024-Q3 | TRIM | −$118M | −413.7K | |
| 2024-Q2 | TRIM | −$106M | −376.0K | |
| 2024-Q2 | ADD | +$2M | +6.2K | |
| 2024-Q2 | ADD | +$391M | +298.4K | |
| 2024-Q2 | TRIM | −$53M | −321.6K | |
| 2024-Q2 | ADD | +$124M | +171.9K | |
| 2024-Q1 | ADD | +$69M | +194.1K | |
| 2024-Q1 | NEW | +$1M | +3.6K | |
| 2024-Q1 | ADD | +$90M | +154.5K | |
| 2024-Q1 | TRIM | −$133M | −808.3K | |
| 2023-Q4 | ADD | +$55M | +234.2K | |
| 2023-Q4 | TRIM | +$2M | −35.2K | |
| 2023-Q4 | TRIM | −$118M | −874.4K | |
| 2023-Q4 | ADD | +$125M | +158.3K | |
| 2023-Q4 | EXIT | −$46M | −250.0K | |
| 2023-Q3 | EXIT | −$15M | −94.0K | |
| 2023-Q3 | TRIM | −$95M | −611.3K | |
| 2023-Q3 | ADD | +$225M | +1.16M | |
| 2023-Q3 | TRIM | −$144M | −1.12M | |
| 2023-Q3 | EXIT | −$330M | −2.04M | |
| 2023-Q3 | EXIT | −$114M | −705.1K | |
| 2023-Q2 | ADD | +$10M | +62.0K | |
| 2023-Q2 | NEW | +$41M | +250.0K | |
| 2023-Q2 | TRIM | −$65M | −363.4K | |
| 2023-Q1 | NEW | +$5M | +32.0K | |
| 2023-Q1 | ADD | +$110M | +498.0K | |
| 2022-Q4 | ADD | +$40M | +313.8K | |
| 2022-Q3 | ADD | +$29M | +256.8K | |
| 2022-Q2 | EXIT | −$317M | −2.28M | |
| 2022-Q1 | NEW | +$317M | +2.28M | |
| 2021-Q1 | EXIT | −$28K | −98 | |
| 2020-Q4 | NEW | +$28K | +98 | |
| 2016-Q1 | EXIT | −$31M | −400.0K | |
| 2015-Q3 | NEW | +$24M | +400.0K |
Related Tickers
enabler layer · sorted by holder countHolder Count: count of the 30 tracked investors who hold this ticker via latest 13F-HR long positions or subsequent 13G/D filings, deduped.
Aggregate $: market value sum of the above positions.
Share of AI Universe: ratio of this ticker's aggregate $ to total AI exposure across 30 investors.
Latest quarter: each investor's own latest 13F vs prior; aggregated NEW/ADD/TRIM/EXIT counts and net $. ADD/TRIM count only ≥5% changes. Cathie uses a 90-day window. Each row's quarter is marked; amber indicates lagging behind majority.
Layers: chip · infra · model · app · enabler · autonomy · power.
Data live from source, as of 2026-07-07