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SGA - U.S. Large Cap Growth's investment thesis on Arista Networks, Inc. ($ANET) — Q2 2026 | Buyside Digest

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$ANETNASDAQArista Networks, Inc.

NEUTRAL

SGA - U.S. Large Cap Growth—ANET

Fund Letter

Q2 2026

Published July 30, 2026

View Fund Profile

$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

Technical Chart

From the Fund Letter

SGA's U.S. Large Cap Growth portfolio returned 6.6% net in Q2 2026 versus 16.7% for Russell 1000 Growth as extreme momentum leadership and AI infrastructure spending drove market returns. Portfolio companies delivered...

— Tucker Brown

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What other investors think about $ANET, and what else SGA - U.S. Large Cap Growth is buying.

Other pitches on $ANET

Other investors who've written on Arista Networks, Inc.

Giverny Capital Asset ManagementBULL

Pitched Apr 13, 2026

Arista Networks declined 6.3% in the first quarter, acting as a minor drag on overall performance. The manager views...

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