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…
ANET
Which hedge funds are long ANET?
10 published ideas on Arista Networks across 4 funds — 10 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Arista Networks: the full 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
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…
LongANETJun 2026
Arista Networks Inc.
Arista is the leading provider of data-center switches to cloud-network customers and is positioned as a direct beneficiary of AI data-center buildouts. First-quarter revenue and…
LongANETJun 2026
Arista Networks, Inc.
SGA initiated Arista Networks for its high-performance, software-driven networking platform used by hyperscalers and cloud customers. Its EOS operating system and focused…
LongANETJun 2026
Arista Networks Inc.
BBH views Arista as the leading provider of data-center switches to cloud-network customers and a direct beneficiary of the AI infrastructure buildout. First-quarter revenue and…
LongANETJun 2026
Arista Networks
SGA initiated Arista as a high-performance networking leader whose EOS software architecture, reliability and product performance have created a strong position with hyperscalers…
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 as a high-performance networking leader whose EOS software architecture, reliability and product performance have created a strong position with hyperscalers…
LongANETJun 2026
Arista Networks Inc.
BBH views Arista as the leading provider of data-center switches to cloud-network customers and a direct beneficiary of the AI infrastructure buildout. First-quarter revenue and…