
What smart money is saying about Arista Networks, Inc.
5 funds in our archive have pitched Arista Networks, Inc. — most recently Giverny Capital Asset Management (GCAM) model portfolio in March 2026.
Arista Networks, Inc. is a leading global technology firm that designs, promotes, and distributes innovative cloud networking solutions across the Americas, Europe, the Middle East, Africa, and Asia-Pacific regions. Its comprehensive product portfolio features advanced extensible operating systems, a collection of powerful network applications, and high-performance gigabit Ethernet switching and routing hardware. The company also offers robust post-contract customer support, which includes technical assistance, hardware repairs, parts replacement beyond standard warranty, and critical bug fixes, patches, and upgrades. Arista serves a diverse clientele, encompassing major internet companies, telecommunication providers, financial services organizations, government agencies, and entities in the media and entertainment sectors. Its sales strategy involves multiple channels, utilizing distributors, system integrators, value-added resellers, original equipment manufacturer partners, and a dedicated direct sales force. Established in 2004 as Arastra, Inc., the company adopted the name Arista Networks, Inc. in October 2008 and is headquartered in Santa Clara, California.
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Position history
Between Q4 2024 and Q2 2026, 4 fund letters reported a position in Arista Networks, Inc. — 1 opened or added to the position, 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 3 | 1 | 1 | 0 |
| Q1 2026 | 1 | 0 | 0 | 1 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q3 2025 | 0 | 0 | 0 | 2 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Fund activity · 4 positions · 2 moves
- AddedClearBridge Investments Large Cap Growth StrategyJune 2026
“During the quarter we added to several existing positions in addition to Alphabet: Arista Networks, a leading maker of high-speed switches enabling high-speed data transfer within server racks; Blackstone, an alternative asset manager; and Tesla, an EV and battery storage manufacturer.”
Read the letterArista Networks, Inc. - HoldsGuinness Global Quality Mid Cap FundJune 2026
“Arista Networks was the weakest performing holding in May, falling by c.13% following its Q1 2026 earnings.”
Read the letterArista Networks, Inc. - TrimmedGiverny Capital Asset Management Model PortfolioJune 2026
“As for portfolio activity for the quarter, we trimmed Alphabet and Arista.”
Read the letterArista Networks, Inc. - HoldsGiverny Capital Asset Management (GCAM) model portfolioMarch 2026
Listed in Giverny Capital Asset Management (GCAM) model portfolio’s reported holdings.
Read the letterArista Networks, Inc.
Fund coverage · 5 theses
- Giverny Capital Asset Management (GCAM) model portfolioMarch 2026
Arista Networks, Inc. is part of a bottom-five group described as having strong balance sheets, high margins, high returns on capital, and deep moats.
Read the full thesis - Clearbridge Large Cap Growth StrategyDecember 2025
Arista Networks provides high-speed networking for cloud and data centers and is poised to gain enterprise share as infrastructure is upgraded.
Read the full thesis - Baron Opportunity FundSeptember 2025
Arista Networks, Inc. is a leading provider of high-performance networking solutions crucial for data centers and AI infrastructure, uniquely positioned to capture market share with its best-in-class Ethernet solutions.
Read the full thesis - TCW Concentrated Large Cap Growth FundSeptember 2025
Arista Networks, Inc. is a leading cloud networking provider well-positioned to capture market share due to its high-performance products and growing AI-related demand.
Read the full thesis - Baron Opportunity FundDecember 2024
Arista’s AI-driven networking growth and Ethernet transition position it for strong market share gains and revenue expansion
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