ANET (ARISTA NETWORKS INC) is held by 2 tracked superinvestors with an aggregate position value of $215M based on the most recent SEC 13F filings. Top institutional holders include: Ray Dalio, Francois Rochon.

How much ANET do superinvestors hold in aggregate?

Across 2 tracked managers, superinvestors collectively report $215M in ANET positions worth 1,753,452 shares.

What is the largest holder of ANET?

The largest tracked holder of ANET is Ray Dalio (Bridgewater Associates) with 1,330,091 shares worth $163M, representing 0.73% of their portfolio.

← Top Holdings

ANETARISTA NETWORKS INC

CUSIP: 040413205

Guru Owners

$215.3M

Total Value Held

1.8M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Ray Dalio	Bridgewater Associates	1330091	$163.3M	0.73%	$122.78	Q1 2026
Francois Rochon	Giverny Capital	423361	$52.0M	1.90%	$122.78	Q1 2026

Ray Dalio

$163.3M

0.73%

Francois Rochon

$52.0M

1.90%

📊 Fundamentals

Market Cap$209.6B

P/E Ratio57.2x

Above market avg

Forward P/E37.4x

P/FCF48.0x

EPS (TTM)$2.91

Revenue (TTM)$9.7B

Profit Margin38.32%

Beta1.60

52-Week Range

$100.94

$179.80

Current: $166.46

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 57.2x trailing earnings → 37.4x forward · 38.3% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '262 owners · $215.3M

INCREASEDRay Dalio$163.3M

INCREASEDFrancois Rochon$52.0M

SOLDDan Sundheim

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

24%analyst est. 23.7%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

44.9%current: 44.9%

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 2 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