Point72 Asset Management, L.P. ANET — ARISTA NETWORKS INC

Ownership history in Point72 Asset Management, L.P.  ·  34 quarters on record

AI Ownership Summary

Point72 Asset Management, L.P. reported ARISTA NETWORKS INC (ANET) in 34 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.39% in 2025 Q2. The latest visible filing shows ANET at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ANET ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Point72 Asset Management, L.P.'s position in ARISTA NETWORKS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ANET was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.39% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ANET stock page Point72 Asset Management, L.P. fund profile Point72 Asset Management, L.P. full holdings
How Point72 Asset Management, L.P. held ANET — position size vs. price
% of Fund (quarterly)    ANET price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 18 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 122,200 -27,400 -18.3% 0.02% $15.0M 2026-05-15 $141.97
2026 Q1 REDUCED — — — 149,600 -6,395,961 -97.7% 0.02% $18.4M 2026-05-15 $141.97
2026 Q1 ADDED — — — 6,545,561 +6,310,461 +2684.2% 1.03% $803.7M 2026-05-15 $141.97
2025 Q4 REDUCED 75.8% -6.3% ✅ 235,100 -736,900 -75.8% 0.03% $30.8M 2026-02-17 $142.58
2025 Q4 REDUCED 87.1% -6.3% ✅ 972,000 -6,588,117 -87.1% 0.14% $127.4M 2026-02-17 $142.58
2025 Q4 ADDED — — — 7,560,117 +4,395,117 +138.9% 1.11% $990.6M 2026-02-17 $142.58
2025 Q3 REDUCED 42.6% -7.9% ✅ 3,165,000 -2,346,420 -42.6% 0.77% $461.2M 2025-11-14 $131.37
2025 Q3 REDUCED 20.5% -7.9% ✅ 5,511,420 -1,419,213 -20.5% 1.34% $803.1M 2025-11-14 $131.37
2025 Q2 ADDED — — — 6,930,633 +4,732,033 +215.2% 1.39% $709.1M 2025-08-14 $136.48
2025 Q2 ADDED — — — 2,198,600 +335,604 +18.0% 0.44% $224.9M 2025-08-14 $136.48
2025 Q1 REDUCED 38.3% +32.0% ❌ 1,862,996 -1,158,158 -38.3% 0.33% $144.3M 2025-05-15 $96.07
2024 Q4 ADDED — — — 3,021,154 +2,143,032 +244.0% 0.74% $333.9M 2025-02-14 $106.87
2024 Q3 ADDED — — — 878,122 +211,823 +31.8% 0.86% $337.0M 2024-11-14 $96.49
2024 Q2 REDUCED 32.6% +9.5% ❌ 666,299 -321,627 -32.6% 0.61% $233.5M 2024-08-14 $87.16
2024 Q1 ADDED — — — 987,926 +737,926 +295.2% 0.69% $286.5M 2024-05-15 $81.51
2024 Q1 REDUCED 70.0% +23.0% ❌ 250,000 -583,408 -70.0% 0.18% $72.5M 2024-05-15 $81.51
2023 Q4 ADDED — — — 833,408 +830,408 +27680.3% 0.47% $196.3M 2024-02-14 $66.42
2023 Q4 REDUCED 99.8% +27.3% ❌ 3,000 -1,704,845 -99.8% 0.00% $707K 2024-02-14 $66.42
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ANET

As of 2026 Q1 — sorted by position size

Varenne Capital Partners 3Y 12.52% Cresset Asset Management, LLC 3Y 7Y 10.99% CAPITAL COUNSEL LLC/NY 3Y 7Y 10.33% Sather Financial Group Inc 3Y 7Y 6.4% DSM CAPITAL PARTNERS LLC 3Y 7Y 5.83% Nutshell Asset Management Ltd 5.49% Up Capital Management, Inc. 5.23% Capital Impact Advisors, LLC 3Y 7Y 5.02% Taylor Hoffman Capital Management LLC 4.94% Freemont Management S.A. 3Y 4.75%

FAQ About Point72 Asset Management, L.P. and ANET

These are the practical questions this page is built to answer before you even open the full history table.

How long has Point72 Asset Management, L.P. reported owning ANET?

Point72 Asset Management, L.P. reported ANET across 18 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ANET position in Point72 Asset Management, L.P.'s portfolio?

The largest reported portfolio weight for ANET was 1.39% in 2025 Q2.

What is the latest reported ANET position on this page?

The most recent filing on this page is 2026 Q1, when Point72 Asset Management, L.P. reported 122,200 shares, equal to 0.02% of portfolio, with an estimated market value of $15.0M.

What does the chart on this ANET ownership page compare?

The chart compares Point72 Asset Management, L.P.'s quarterly ANET portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Point72 Asset Management, L.P. time their ANET position?

Based on 13F filing dates vs. subsequent ANET price moves, Point72 Asset Management, L.P. correctly timed 17 out of 33 reported position changes (52%). The annualised alpha on ANET relative to SPY over the holding period was +29.7%.

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