Back to GI Giverny Capital Inc.
ANET
6 quarters
Position history for GIGiverny Capital Inc.'s holdings in Arista Networks, Inc.
Yes. Giverny Capital holds 339,114 shares of ANET (Arista Networks), worth $69M, as of its Q3 2026 13F filing. It reduced the position by 778 shares (-0.2%) from Q2 2026. Giverny Capital has held ANET since Q2 2025, across 6 quarterly 13F filings. ANET is 2.4% of Giverny Capital's reported 13F portfolio.
Current Value
$69M
Current Shares
339,114
Total Value Change
+$19.7M
Total Shares Change
-143,447
Quarter-by-Quarter History
Other major holders of ANET: BlackRock, Inc., Vanguard Group Inc.