3 hedge funds and family offices disclose a ANET position in their latest SEC 13F filing — combined $98.2M in market value.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Francois Rochon | Giverny Capital Inc. | 419,158 | $54.9M | 1.83% | 2025-12-31 |
| 2 | Ray Dalio | Bridgewater Associates LP | 254,275 | $43.2M | 0.18% | 2026-06-30 |
| 3 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 416 | $55K | 0.01% | 2025-12-31 |
As of the latest 13F window, 3 tracked superinvestors hold ANET. The largest disclosed position is Francois Rochon at $54.9M (1.8% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying ANET, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
3 hedge funds and family offices disclose a ANET position in their latest SEC 13F filing — combined $98.2M in market value.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Francois Rochon | Giverny Capital Inc. | 419,158 | $54.9M | 1.83% | 2025-12-31 |
| 2 | Ray Dalio | Bridgewater Associates LP | 254,275 | $43.2M | 0.18% | 2026-06-30 |
| 3 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 416 | $55K | 0.01% | 2025-12-31 |
As of the latest 13F window, 3 tracked superinvestors hold ANET. The largest disclosed position is Francois Rochon at $54.9M (1.8% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying ANET, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
