Form 13-F position report

ARISTA NETWORKS INC COM NEW

Reported by LEE JOHNSON CAPITAL MANAGEMENT LLC

ANET CUSIP 040413205 Manager CIK 0001674836

First reported at 46,007 shares this quarter.

New
% of reported 13F value 2.68% This manager · Q4 2024
Shares 46,007 Quarter-end amount reported
Reported value $5,085,154 Fair value at quarter end
Consecutive quarters held 1 Through Q4 2024

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2024-12-31 5085154
2025-03-31 0
2025-09-30 1398233
2025-12-31 1250681
2026-03-31 0
2026-06-30 205895

Quarterly position history

How this manager's reported quarter-end position changed over time.

6 quarters
Quarterly reported position history for ARISTA NETWORKS INC COM NEW held by LEE JOHNSON CAPITAL MANAGEMENT LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 New 1,212 +1,212 (0.0%) 0.06% $205,895 2026-08-07
Q1 2026 Reduced 0 -9,545 (-100.0%) 0 $0 2026-04-16
Q4 2025 Reduced 9,545 -51 (-0.5%) 0.43% $1,250,681 2026-01-12
Q3 2025 New 9,596 +9,596 (0.0%) 0.46% $1,398,233 2025-10-20
Q1 2025 Reduced 0 -46,007 (-100.0%) 0 $0 2025-04-30
Q4 2024 New 46,007 +46,007 (0.0%) 2.68% $5,085,154 2025-01-16

Who else reported the position

1521 managers reported ARISTA NETWORKS INC COM NEW for Q4 2024.

Managers reporting ARISTA NETWORKS INC COM NEW in Q4 2024.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC New 96,084,951 +96,084,951 0.18% $10,620,269,634 1 qtr
BlackRock Inc New 85,140,121 +85,140,121 0.19% $9,410,537,494 1 qtr
FMR LLC New 57,648,129 +57,648,129 0.38% $6,371,847,715 1 qtr
STATE STREET CORPORATION New 46,218,467 +46,218,467 0.2% $5,108,963,048 1 qtr
JPMorgan Chase & Co New 31,663,675 +31,663,675 0.26% $3,499,786,228 1 qtr
Cresset Asset Management LLC New 27,288,583 +27,288,583 14.41% $3,016,207,079 1 qtr
GEODE CAPITAL MANAGEMENT LLC New 24,165,355 +24,165,355 0.21% $2,665,829,494 1 qtr
ALLIANCEBERNSTEIN L P New 21,070,016 +21,070,016 0.79% $2,328,868,868 1 qtr
MORGAN STANLEY New 20,654,474 +20,654,474 0.16% $2,282,939,398 1 qtr
NORGES BANK New 12,646,642 +12,646,642 0.18% $1,397,833,340 1 qtr
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
December 31, 2024
Filed
January 16, 2025
Filing type
13F-HR
Position type
COM SHS

Voting authority reported

Sole
0
Shared
0
None
46,007

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.