Applied Finance Capital Management, LLC
Position in ANET — Arista Networks, Inc.
CIK 1966007
SAN JUAN, PR
Position in ANET
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,051,727
+$322,905 QoQ
Shares Held
6,191
+4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,222
of 2,250 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026Applied Finance Capital Management, LLC holds $32,774,219 across 3 Computer Hardware names. ANET ranks #3 (3.2% of the industry book) .
All Filings in ANET
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,051,727 | 6,191 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $728,822 | 5,936 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $801,903 | 6,120 | Shares | Sole | 2026-02-05 | |
| 2025-06-30 | $1,655,068 | 16,177 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||