ANETARISTA NETWORKS INC

CUSIP: 040413205

🔥 Bought by 3 superinvestors this quarter

Guru Owners

$355.2M

Total Value Held

2.7M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Ray Dalio	Bridgewater Associates	1329442	$174.2M	0.64%	$131.03	Q4 2025
Dan Sundheim	D1 Capital Partners	962429	$126.1M	1.18%	$131.03	Q4 2025
Francois Rochon	Giverny Capital	419158	$54.9M	1.83%	$131.03	Q4 2025

Ray Dalio

$174.2M

0.64%

Dan Sundheim

$126.1M

1.18%

Francois Rochon

$54.9M

1.83%

📊 Fundamentals

Market Cap$210.1B

P/E Ratio60.7x

Above market avg

Forward P/E38.9x

P/FCF62.0x

EPS (TTM)$2.75

Revenue (TTM)$9.0B

Profit Margin38.99%

Beta1.48

52-Week Range

$67.16

$167.90

Current: $166.85

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 60.7x trailing earnings → 38.9x forward · 39.0% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '253 owners · $355.2M

REDUCEDRay Dalio$174.2M

NEWDan Sundheim$126.1M

INCREASEDFrancois Rochon$54.9M

Q3 '252 owners · $159.2M

REDUCEDRay Dalio$99.1M

REDUCEDFrancois Rochon$60.1M

Q2 '252 owners · $141.5M

INCREASEDRay Dalio$92.1M

NEWFrancois Rochon$49.4M

Q1 '251 owners · $65.4M

INCREASEDRay Dalio$65.4M

Q4 '241 owners · $74.4M

No changes

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

21%analyst est. 21.4%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

37.6%current: 37.6%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

ANET: Held by 3 superinvestors · 48 congress member trades

BUYGil CisnerosD

$1,001 - $15,0002026-01-30

SELLGil CisnerosD

$1,001 - $15,0002025-12-24

BUYJohn BoozmanR

$1,001 - $15,0002025-12-11

BUYGil CisnerosD

$1,001 - $15,0002025-11-18

BUYJohn BoozmanR

$1,001 - $15,0002025-11-13

BUYTony WiedR

$50,001 - $100,0002025-10-27

SELLMichael McCaulR

$15,001 - $50,0002025-10-27

BUYGil CisnerosD

$1,001 - $15,0002025-10-17

SELLMichael McCaulR

$15,001 - $50,0002025-10-16

SELLLisa McClainR

$1,001 - $15,0002025-10-14

SELLMichael McCaulR

$1,001 - $15,0002025-08-29

SELLMichael McCaulR

$50,001 - $100,0002025-08-21

SELLMichael McCaulR

$50,001 - $100,0002025-08-20

BUYRo KhannaD

$1,001 - $15,0002025-08-19

SELLMichael McCaulR

$50,001 - $100,0002025-08-15

BUYLisa McClainR

$1,001 - $15,0002025-08-13

BUYRo KhannaD

$1,001 - $15,0002025-08-04

BUYAngus KingO

$1,001 - $15,0002025-07-21

BUYVal HoyleD

$1,001 - $15,0002025-07-14

SELLJames ComerR

$1,001 - $15,0002025-07-03