SEC 13F Intelligence

Nutshell Asset Management Ltd / ANET

Nutshell Asset Management Ltd’s Arista Networks Inc Position

Does Nutshell Asset Management Ltd own Arista Networks Inc (ANET)? Yes — 82.3K shares worth $10M (+5.49% of its 13F portfolio) as of Q1 2026, up from 43.0K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
82.3K
% of Portfolio
+5.49%
Quarters Held
4
currently held

Position History ANET

Reported value by quarter
Q4 ’24: $6MQ4 ’24Q1 ’25: $8MQ1 ’25Q2 ’25: $4MQ2 ’25Q1 ’26: $10MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202682.3K$10M+5.49%
Q2 202543.0K$4M+2.62%
Q1 202599.8K$8M+4.03%
Q4 202452.6K$6M+3.67%

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