DSM CAPITAL PARTNERS LLC

Position in ANET — Arista Networks, Inc.

CIK 1214639 Palm Beach Gardens, FL

Position in ANET

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$447,143,866

+$117,271,577 QoQ

Shares Held

2,632,116

-2.0% QoQ

Ownership

0.209%

of shares outstanding

% of Portfolio

7.83%

of 13F equity value

Holder Rank

#55

of 2,250 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Technology · as of Jun 30, 2026

DSM CAPITAL PARTNERS LLC holds $672,077,963 across 3 Computer Hardware names. ANET ranks #1 (66.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ANET	Arista Networks, Inc. This page	2,632,116	$447,143,866
2	P	Everpure, Inc.	1,695,275	$133,570,717
3	DELL	Dell Technologies Inc.	211,754	$91,363,380

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$447,143,866	2,632,116	-2.0%	Shares	Sole	2026-08-03
2026-03-31	$329,872,289	2,686,694	-3.5%	Shares	Sole	2026-04-29
2025-12-31	$364,658,848	2,783,018	-5.1%	Shares	Sole	2026-02-12
2025-09-30	$427,398,611	2,933,214	-41.5%	Shares	Sole	2025-10-22
2025-06-30	$513,114,729	5,015,294	-11.1%	Shares	Sole	2025-07-24
2025-03-31	$436,922,581	5,639,166	+8.7%	Shares	Sole	2025-05-13
2024-12-31	$573,526,685	5,188,878	+259.7%	Shares	Sole	2025-01-31
2024-09-30	$553,649,219	1,442,471	-5.9%	Shares	Sole	2024-11-14
2024-06-30	$537,364,347	1,533,224	-10.4%	Shares	Sole	2024-08-14
2024-03-31	$496,243,933	1,711,304	+8.6%	Shares	Sole	2024-05-13
2023-12-31	$371,281,279	1,576,499	+4.9%	Shares	Sole	2024-02-12
2023-09-30	$276,465,183	1,503,100	+1.6%	Shares	Sole	2023-11-13
2023-06-30	$239,727,579	1,479,252	+77.3%	Shares	Sole	2023-08-11
2023-03-31	$140,082,359	834,519	—	Shares	Sole	2023-05-12
No filing history on record for this holder in this stock.