From Yahoo Finance: 2025-05-08 09:18:00

Deep Sail Capital Partners returned 0.02% net of fees in the first quarter with an 80% net long exposure, outperforming benchmarks by 9.5% and 7.1%. Arista Networks, Inc. (NYSE:ANET) saw a 19.00% one-month return and a 16.80% gain over 52 weeks, closing at $86.45 per share on May 07, 2025.
Deep Sail Capital highlighted Arista Networks Inc (NYSE:ANET) in its Q1 2025 investor letter. ANET is a technology company specializing in data-driven networking solutions. The stock gained 19.00% in one month and 16.80% over 52 weeks, closing at $86.45 per share on May 07, 2025, with a market cap of $108.574 billion.
Arista Networks Inc (NYSE:ANET) achieved over $2 billion in revenue for the first time in Q1 2025, a 27.6% year-over-year increase. While Arista has potential as an investment, AI stocks may offer higher returns in a shorter timeframe. ANET is not among the 30 most popular stocks among hedge funds.
Artisan Mid Cap Fund trimmed its position in Arista Networks Inc (NYSE:ANET) in Q1 2025 due to valuation discipline. For more investor letters from hedge funds and leading investors, check out the hedge fund investor letters Q1 2025 page.



Read more at Yahoo Finance: Here’s Deep Sail Capital’s Views on its Current Position: Arista Networks (ANET)