Question 1

How many shares of ANET does VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. own?

Accepted Answer

As of 2026-Q2, VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. holds 105,703 shares of ANET (ARISTA NETWORKS INC).

Question 2

What is VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.'s ANET position worth?

Accepted Answer

As of 2026-Q2, VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.'s ANET position is worth $18M.

Question 3

Is VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. buying or selling ANET?

Accepted Answer

In 2026-Q2, VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. decreased their ANET position (-12.3% change in shares).

Question 4

When did VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. first buy ANET?

Accepted Answer

Based on available 13F filings, VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. first reported a position in ANET in 2024-Q3. They have held the position across 13 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	105,703	-12.3%	$18M	0.1%	$169.88	0
2026-Q1	Decreased	120,542	-9.3%	$14.8M	0.1%	$124.60	0
2025-Q4	Increased	132,873	+136.9%	$17.4M	0.1%	$132.44	55
2025-Q3	Decreased	56,089	-18.3%	$8.2M	0.1%	$143.37	0
2025-Q2	Increased	68,676	+49.9%	$7M	0.1%	$99.39	38
2025-Q1	Decreased	45,813	-12.0%	$3.5M	0.0%	$77.94	0
2024-Q4	Increased	52,048	+298.0%	$5.8M	0.1%	$111.45	44
2024-Q3	Increased	13,076	+140.8%	$5M	0.1%	$95.07	43