Applied Finance Capital Management, LLC
Position in ANET — Arista Networks, Inc.
CIK 1966007
SAN JUAN, PR
Position in ANET
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$728,822
-$73,081 QoQ
Shares Held
5,936
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Mar 31, 2026Applied Finance Capital Management, LLC holds $29,648,945 across 3 Computer Hardware names. ANET ranks #3 (2.5% of the industry book) .
All Filings in ANET
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||