Anomaly Capital Management, LP: ARISTA NETWORKS INC (ANET): Quarterly 13F Position History
As of Q2 2026, Anomaly Capital Management, LP reported 1,090,980 shares of ARISTA NETWORKS INC (ANET), worth $185.3M and representing 7.1% of its 13F equity book. Quarter-over-quarter share count change: + 515,892 (+89.7%) . The position first appeared in Q1 2026 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 1,090,980Shares Held (Latest Filing)
- $185.3MReported Market Value (Latest Filing)
- 7.1%Portfolio Weight (% of 13F Equity Book)
- +515,892Quarter-over-Quarter Share Change
- +$114.7MQuarter-over-Quarter Value Change
- 1,090,980Peak Reported Shares (Historical)
Recent initiation: Anomaly Capital Management, LP first reported ANET on the Q1 2026 filing, so fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,090,980 | +515,892 | +89.7% | $185.3M | 7.1% | $169.9 |
| Q1 2026 | 575,088 | – | – | $70.6M | 4.3% | $122.8 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Anomaly Capital Management, LP first disclose a ANET position in 13F-HR filings?
Anomaly Capital Management, LP first reported ARISTA NETWORKS INC (ANET) on its 13F-HR filing for the period ending 2026-03-31 (Q1 2026). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Anomaly Capital Management, LP's most recent quarter-over-quarter share-count change in ANET?
Between Q1 2026 and Q2 2026, Anomaly Capital Management, LP added 515,892 shares of ANET (+89.7%), bringing the total reported position to 1,090,980 shares at a market value of $185.3M.
Does the implied price-per-share represent Anomaly Capital Management, LP's cost basis in ANET?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.