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ANET · Arista Networks, Inc. · Held by Funds

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$192.84 +5.03 (+2.68%)
S&P 500 member Russell 1000 member Rebalance outlook locked
Customer concentration — top customer 26% of revenue

One customer — 26% of revenue (the year ended December 31, 2025)

“sales to the other end customer represented 26%, 20%, and 18% of our total revenue for the years ended December 31, 2025, 2024, and 2023, respectively.”

One customer — 16% of revenue (the year ended December 31, 2025)

“sales to one end customer represented 16%, 15%, and 21% of our total revenue”

One customer — 20% of revenue (the year ended December 31, 2024)

“sales to the other end customer represented 26%, 20%, and 18% of our total revenue for the years ended December 31, 2025, 2024, and 2023, respectively.”

One customer — 15% of revenue (the year ended December 31, 2024)

“sales to one end customer represented 16%, 15%, and 21% of our total revenue”

One customer — 21% of revenue (the year ended December 31, 2023)

“sales to one end customer represented 16%, 15%, and 21% of our total revenue”

One customer — 18% of revenue (the year ended December 31, 2023)

“sales to the other end customer represented 26%, 20%, and 18% of our total revenue for the years ended December 31, 2025, 2024, and 2023, respectively.”
View the 10-Q filed Aug 5, 2026
Market Cap
$239.53B
Shares
1.26B

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding ANET

1,278 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 33,978,531 $5,772,272,846 0.25%
VANGUARD 500 INDEX FUND 26,756,038 $4,545,315,735 0.27%
iShares Core S&P 500 ETF 14,202,770 $2,412,766,568 0.27%
State Street(R) SPDR(R) S&P 500(R) ETF Trust 12,513,436 $2,125,782,508 0.27%
Fidelity 500 Index Fund 13,214,381 $2,107,297,338 0.25%
VANGUARD GROWTH INDEX FUND 11,534,354 $1,959,456,058 0.52%
State Street(R) Technology Select Sector SPDR(R) ETF 7,128,217 $1,210,941,504 0.98%
VANGUARD INFORMATION TECHNOLOGY INDEX FUND 7,406,494 $1,181,113,598 0.69%
Fidelity Contrafund 6,528,457 $1,109,054,275 0.62%
VANGUARD INSTITUTIONAL INDEX FUND 5,605,507 $952,263,529 0.27%
Growth Fund of America 5,650,367 $901,064,025 0.25%
College Retirement Equities Fund - Growth Account 5,226,450 $887,869,326 2.05%
iShares MSCI USA Quality Factor ETF 4,308,831 $744,178,202 1.49%
iShares Russell 1000 Growth ETF 3,988,398 $677,549,052 0.53%
Investment Co of America 3,716,443 $631,349,337 0.34%
Fidelity Magellan Fund 3,386,800 $575,349,584 1.52%
Strategic Advisers Fidelity U.S. Total Stock Fund 3,570,733 $569,424,792 0.23%
Fidelity SAI U.S. Quality Index Fund 3,153,722 $544,679,327 1.89%
Columbia Seligman Technology and Information Fund 3,393,468 $541,156,342 1.92%
MFS Growth Fund 3,389,928 $540,591,818 1.30%
T. Rowe Price Capital Appreciation Fund 3,143,939 $534,092,357 0.76%
AMCAP Fund 2,988,075 $476,508,320 0.49%
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF 2,462,126 $418,265,965 0.27%
Schwab S&P 500 Index Fund 2,292,451 $395,929,212 0.29%
T. Rowe Price Large-Cap Growth Fund 2,188,750 $371,824,850 1.81%
iShares S&P 500 Growth ETF 2,179,806 $370,305,443 0.49%
Schwab U.S. Large-Cap Growth ETF 2,200,511 $350,915,489 0.57%
Franklin Dynatech Fund 2,000,000 $339,760,000 1.12%
College Retirement Equities Fund - Total Global Stock Account 1,858,816 $315,775,662 0.22%
Fidelity Advisor Growth Opportunities Fund 1,963,500 $313,119,345 0.89%
Fidelity Balanced Fund 1,959,899 $312,545,094 0.48%
Fidelity Total Market Index Fund 1,952,017 $311,288,151 0.22%
First Trust Nasdaq Cybersecurity ETF 1,723,282 $292,751,146 2.12%
Janus Henderson Research Fund 1,717,321 $291,738,491 0.99%
New Perspective Fund 1,650,837 $280,444,190 0.16%
VANGUARD U.S. GROWTH FUND 1,736,256 $276,880,744 0.58%
VANGUARD RUSSELL 1000 GROWTH INDEX FUND 1,703,751 $271,697,172 0.50%
State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF 1,541,299 $261,835,874 0.49%
VANGUARD MEGA CAP GROWTH INDEX FUND 1,498,017 $254,483,128 0.76%
Fidelity Large Cap Growth Index Fund 1,467,086 $253,380,423 0.57%
Fidelity Series Total Market Index Fund 1,576,881 $251,465,213 0.22%
First Trust Dow Jones Internet Index Fund 1,470,357 $249,784,247 5.02%
Bridge Builder Large Cap Growth Fund 1,408,236 $239,231,132 0.79%
ClearBridge Large Cap Growth Fund 1,497,396 $238,789,740 2.27%
Fidelity Contrafund K6 1,404,895 $238,663,563 0.64%
Fidelity OTC Portfolio 1,366,983 $236,091,634 0.58%
Select Tech Hardware Portfolio 1,438,300 $229,365,701 6.43%
iShares Core S&P Total U.S. Stock Market ETF 1,330,108 $225,958,747 0.24%
NYLI Winslow Large Cap Growth Fund 1,307,780 $225,866,684 1.84%
iShares A.I. Innovation and Tech Active ETF 1,252,661 $216,347,081 1.62%
Showing 1–50 of 1,278 positions
Key facts CIK 1596532 CUSIP 040413205 13F (30d) 87 filings 72 filers Visit website Investor relations