DISCIPLINED GROWTH INVESTORS INC /MN

Position in ANET — Arista Networks, Inc.

CIK 1050442 MINNEAPOLIS, MN

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Position in ANET

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$303,797,083

+$81,443,363 QoQ

Shares Held

1,788,304

-1.3% QoQ

Ownership

0.142%

of shares outstanding

% of Portfolio

5.14%

of 13F equity value

Holder Rank

#75

of 2,250 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Common Shares in ANET Over Time

Shares Held

Position Value (USD)

Position in Computer Hardware

Technology · as of Jun 30, 2026

DISCIPLINED GROWTH INVESTORS INC /MN holds $748,030,565 across 3 Computer Hardware names. ANET ranks #2 (40.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	P	Everpure, Inc.	4,646,725	$366,115,462
2	ANET	Arista Networks, Inc. This page	1,788,304	$303,797,083
3	SMCI	Super Micro Computer, Inc.	2,663,417	$78,118,020

All Filings in ANET

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$303,797,083	1,788,304	-1.3%	Shares	Sole	2026-08-14
2026-03-31	$222,353,720	1,810,993	-7.1%	Shares	Sole	2026-05-15
2025-12-31	$255,354,408	1,948,824	+1.3%	Shares	Sole	2026-02-17
2025-09-30	$280,239,088	1,923,266	-5.3%	Shares	Sole	2025-11-14
2025-06-30	$207,849,210	2,031,563	+25.7%	Shares	Sole	2025-08-14
2025-03-31	$125,243,398	1,616,461	-32.8%	Shares	Sole	2025-05-15
2024-12-31	$265,858,140	2,405,303	+292.3%	Shares	Sole	2025-02-14
2024-09-30	$235,355,353	613,192	+1.7%	Shares	Sole	2024-11-15
2024-06-30	$211,422,153	603,236	-1.9%	Shares	Sole	2024-08-15
2024-03-31	$178,226,927	614,618	-2.4%	Shares	Sole	2024-05-15
2023-12-31	$148,369,651	629,993	-2.0%	Shares	Sole	2024-02-14
2023-09-30	$118,265,150	642,990	-2.2%	Shares	Sole	2023-11-15
2023-06-30	$106,578,272	657,647	-3.9%	Shares	Sole	2023-08-14
2023-03-31	$114,859,044	684,255	-12.5%	Shares	Sole	2023-05-15
2022-12-31	$94,942,177	782,383	-0.2%	Shares	Sole	2023-02-14
2022-09-30	$88,517,613	784,105	-0.1%	Shares	Sole	2022-11-15
2022-06-30	$73,595,742	785,105	+1.8%	Shares	Sole	2022-08-15
2022-03-31	$107,194,023	771,291	+0.7%	Shares	Sole	2022-05-16
2021-12-31	$110,057,300	765,616	+294.4%	Shares	Sole	2022-02-14
2021-09-30	$66,712,207	194,134	-3.1%	Shares	Sole	2021-11-15
2021-06-30	$72,621,858	200,441	+2.0%	Shares	Sole	2021-08-16
2021-03-31	$59,304,400	196,444	+202.2%	Shares	Sole	2021-05-17
2020-12-31	$18,890,510	65,012	-3.5%	Shares	Sole	2021-02-16
2020-09-30	$13,935,673	67,345	-2.9%	Shares	Sole	2020-11-16
2020-06-30	$14,570,018	69,371	-30.2%	Shares	Sole	2020-08-14
2020-03-31	$20,122,572	99,346	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.