SEC 13F Intelligence

Firsthand Capital Management, Inc. / ANET

Firsthand Capital Management, Inc.’s Arista Networks Inc Position

Does Firsthand Capital Management, Inc. own Arista Networks Inc (ANET)? Yes — 15.0K shares worth $2M (+3.93% of its 13F portfolio) as of Q1 2026, down from 18.0K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
15.0K
% of Portfolio
+3.93%
Quarters Held
5
currently held

Position History ANET

Reported value by quarter
Q1 ’25: $1MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202615.0K$2M+3.93%
Q4 202518.0K$2M+4.38%
Q3 202518.0K$3M+4.40%
Q2 202518.0K$2M+3.31%
Q1 202518.0K$1M+3.38%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Firsthand Capital Management, Inc.’s full portfolio or all institutional holders of ANET.