M & L Capital Management Ltd: ARISTA NETWORKS INC (ANET): Quarterly 13F Position History
As of Q2 2026, M & L Capital Management Ltd reported 86,000 shares of ARISTA NETWORKS INC (ANET), worth $14.6M and representing 4.0% of its 13F equity book. The position first appeared in Q4 2024 and has been disclosed across 7 13F-HR filings in Pactolio's tracked window.
- 86,000Shares Held (Latest Filing)
- $14.6MReported Market Value (Latest Filing)
- 4.0%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- +$4.1MQuarter-over-Quarter Value Change
- 322,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 7 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 86,000 | 0 | — | $14.6M | 4.0% | $169.9 |
| Q1 2026 | 86,000 | 0 | — | $10.6M | 2.6% | $122.8 |
| Q4 2025 | 86,000 | 154,800 | -64.3% | $11.3M | 2.3% | $131.0 |
| Q3 2025 | 240,800 | 0 | — | $35.1M | 7.0% | $145.7 |
| Q2 2025 | 240,800 | 0 | — | $24.6M | 5.6% | $102.3 |
| Q1 2025 | 240,800 | 81,200 | -25.2% | $18.7M | 5.6% | $77.5 |
| Q4 2024 | 322,000 | — | — | $35.6M | 8.7% | $110.5 |
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, not the manager's cost basis. See the full methodology document for the normalization rules.
When did M & L Capital Management Ltd first disclose a ANET position in 13F-HR filings?
M & L Capital Management Ltd first reported ARISTA NETWORKS INC (ANET) on its 13F-HR filing for the period ending 2024-12-31 (Q4 2024). The position has appeared on 7 reported quarters within Pactolio's tracked window.
What was M & L Capital Management Ltd's most recent quarter-over-quarter share-count change in ANET?
M & L Capital Management Ltd held the same 86,000 shares of ANET between Q1 2026 and Q2 2026 — the reported share count was unchanged quarter-over-quarter.
Does the implied price-per-share represent M & L Capital Management Ltd'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.