True North Advisors, LLC

Position in ANET — Arista Networks, Inc.

CIK 1634556 Dallas, TX

Position in ANET

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,951,071

+$502,636 QoQ

Shares Held

11,485

-2.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#990

of 2,241 holders

Holding Since

Dec 2023

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

True North Advisors, LLC holds $2,464,803 across 3 Computer Hardware names. ANET ranks #1 (79.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ANET	Arista Networks, Inc. This page	11,485	$1,951,071
2	STX	Seagate Technology Holdings plc	306	$295,290
3	WDC	Western Digital Corp	342	$218,442

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,951,071	11,485	-2.6%	Shares	Sole	2026-07-22
2026-03-31	$1,448,435	11,797	+208.9%	Shares	Sole	2026-05-07
2025-12-31	$500,403	3,819	-1.0%	Shares	Sole	2026-01-22
2025-09-30	$562,294	3,859	+41.6%	Shares	Sole	2025-10-14
2025-03-31	$211,133	2,725	+300.7%	Shares	Sole	2025-05-12
2024-09-30	$260,997	680	-8.8%	Shares	Sole	2024-10-08
2024-06-30	$261,458	746	-36.5%	Shares	Sole	2024-08-12
2023-12-31	$276,488	1,174	—	Shares	Sole	2024-01-22
No filing history on record for this holder in this stock.