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ANET position history

The shares of Arista Networks (ANET) that BAMCO Inc (Baron Capital) reported in each quarter’s 13F.

Equity, COM SHS

Shares held by quarter

New Add Reduce Exit

  1. 2024 Q4: 168,805 shares, $19M, 0.05% of portfolio, New
  2. 2025 Q1: 184,499 shares, $14M, 0.04% of portfolio, Add +9.3%
  3. 2025 Q2: not held, Exit
  4. 2025 Q3: 97,965 shares, $14M, 0.04% of portfolio, New
  5. 2025 Q4: 77,982 shares, $10M, 0.03% of portfolio, Reduce −20.4%
  6. 2026 Q1: 104,728 shares, $13M, 0.04% of portfolio, Add +34.3%
  7. 2026 Q2: 101,174 shares, $17M, 0.03% of portfolio, Reduce −3.4%
Holdings date Value % of holdings Shares Filing date All 13F holders