SEC 13F Intelligence

Bristol John W & Co Inc /Ny/ / ANET

Bristol John W & Co Inc /Ny/’s Arista Networks Inc Position

Does Bristol John W & Co Inc /Ny/ own Arista Networks Inc (ANET)? Yes — 2.29M shares worth $281M (+4.63% of its 13F portfolio) as of Q1 2026, down from 2.33M shares the prior filed quarter.

Position Value
$281M
Q1 2026
Shares
2.29M
% of Portfolio
+4.63%
Quarters Held
6
currently held

Position History ANET

Reported value by quarter
Q4 ’24: $305MQ4 ’24Q1 ’25: $209MQ1 ’25Q2 ’25: $275MQ2 ’25Q3 ’25: $346MQ3 ’25Q4 ’25: $305MQ4 ’25Q1 ’26: $281MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.29M$281M+4.63%
Q4 20252.33M$305M+4.69%
Q3 20252.37M$346M+5.46%
Q2 20252.69M$275M+4.45%
Q1 20252.70M$209M+3.57%
Q4 20242.76M$305M+5.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bristol John W & Co Inc /Ny/’s full portfolio or all institutional holders of ANET.