Form 13F security
ANET · ARISTA NETWORKS INC
Class COM SHS
As filed on Form 13F — long US-listed positions only. No shorts, cash, bonds, or non-13F assets appear here.
Filed up to 45 days after quarter end; holdings may have changed since.
Tracked managers holding it
Share and principal positions
| Manager | Quarter | Value | % of portfolio | SH/PRN qty | Put/call |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 2026-06-30 | $873M | 1.0% | SH 5,139,737 | — |
| Giverny Capital Inc. | 2026-06-30 | $58M | 1.9% | SH 339,892 | — |
| Bridgewater Associates, LP | 2026-06-30 | $43M | 0.2% | SH 254,275 | — |
| Fisher Asset Management, LLC — Ken Fisher | 2026-06-30 | $3.2M | <0.1% | SH 18,653 | — |
| MAVERICK CAPITAL LTD | 2026-06-30 | $1.2M | <0.1% | SH 6,785 | — |
| GAMCO INVESTORS, INC. ET AL | 2026-06-30 | $0.7M | <0.1% | SH 4,062 | — |
Total $979M across 6 of 69 managers.
Put positions
| Manager | Quarter | Value | % of portfolio | SH/PRN qty | Put/call |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 2026-06-30 | $22M | <0.1% | SH 127,100 | [PUT] |
Total $22M across 1 of 69 managers.
Call positions
| Manager | Quarter | Value | % of portfolio | SH/PRN qty | Put/call |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 2026-06-30 | $21M | <0.1% | SH 122,500 | [CALL] |
Total $21M across 1 of 69 managers.
Sums are across tracked reports, not unique economic ownership.
Giverny Capital Inc. — Amended: this view reflects the filer's restatement of 2026-08-26.
Filed rows (8) — as filed
| Manager | Class | Put/call | Value | % of portfolio | SH/PRN qty | Source |
|---|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | COM SHS | — | $873M | 1.0% | SH 5,139,737 | 0000919574-26-005520 |
| Giverny Capital Inc. | COM SHS | — | $58M | 1.9% | SH 339,892 | 0001641864-26-000010 |
| Bridgewater Associates, LP | COM SHS | — | $43M | 0.2% | SH 254,275 | 0001350694-26-000003 |
| Point72 Asset Management, L.P. | COM SHS | [PUT] | $22M | <0.1% | SH 127,100 | 0000919574-26-005520 |
| Point72 Asset Management, L.P. | COM SHS | [CALL] | $21M | <0.1% | SH 122,500 | 0000919574-26-005520 |
| Fisher Asset Management, LLC | COM | — | $3.2M | <0.1% | SH 18,653 | 0000850529-26-000006 |
| MAVERICK CAPITAL LTD | COM SHS | — | $1.2M | <0.1% | SH 6,785 | 0000947871-26-000793 |
| GAMCO INVESTORS, INC. ET AL | EQUITY | — | $0.7M | <0.1% | SH 4,062 | 0001140361-26-032508 |
Quarter-to-quarter notes
Reported change, not a confirmed trade: this compares quarter-end reports filed up to 45 days later, and the position may since have changed. Amendments, corporate actions, and changes in reporting scope can also move these rows. Value change compares period-end reported values; for continuing rows it includes market price movement.
Newly reported by MAVERICK CAPITAL LTD.
Changes appear only where the prior quarter's validated report exists.
Filing details
Giverny Capital Inc. — Superseded filing: 13F-HR filed 2026-08-14.