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BBH Select Series - Mid Cap Fund's investment thesis on Arista Networks, Inc. ($ANET) — Q2 2026 | Buyside Digest

$ANETNASDAQArista Networks, Inc.

NEUTRAL

BBH Select Series - Mid Cap Fund—ANET

Fund Letter

Q2 2026

Published July 30, 2026

$203.59USD

+5.1% vs last month

$180.35Pitched

+12.9% since pitch

Market Cap$242.4B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

The BBH Select Mid Cap ETF returned 9.7% in Q2 2026, underperforming the Russell Midcap Index's 13.8% return. The quarter was...

— Timothy F. Harris

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