LongANETSep 2026
Arista Networks
Arista Networks provides differentiated exposure to expanding AI infrastructure through networking technology. The company has demonstrated strong execution and the ability to…
ANET
Which hedge funds are long ANET?
6 published ideas on Arista Networks across 6 funds — 6 long and 0 short.
Arista Networks hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Arista Networks: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongANETSep 2026
Arista Networks, Inc.
Arista is one of the fund's preferred ways to gain exposure to the buildout of AI infrastructure. AI systems require high-performance networking to move large amounts of data…
LongANETJun 2026
Arista Networks
SGA initiated Arista Networks because it sees durable long-term growth in high-performance data-center networking. Arista's EOS software platform runs across its switches and…
LongANETJun 2026
Arista Networks
SGA initiated Arista Networks because it sees durable growth from the continued buildout of hyperscale, cloud, and AI networking infrastructure. Arista's Extensible Operating…
LongANETJun 2026
Arista Networks, Inc.
BBH views Arista as a leading supplier of data-center switches positioned to benefit from ongoing cloud and AI infrastructure investment. First-quarter revenue and free cash flow…
LongANETJun 2026
Arista Networks, Inc.
SGA initiated Arista to gain exposure to the structural expansion of high-performance data-center networking and AI workloads. Its EOS software platform, product performance, and…