TCW funds released its third-quarter 2025 investor letter, showcasing the TCW Concentrated Large Cap Growth Fund’s +4.11% return, compared to +10.51% for the Russell 1000 Growth Index. The fund’s top five holdings were highlighted, including Arista Networks, Inc. (NYSE: ANET), with a market capitalization of $164.677 billion.

In the same letter, TCW Concentrated Large Cap Growth Fund praised Arista Networks, Inc. (NYSE: ANET) for its leading high-performance, cloud networking solutions. The company’s stock closed at $130.77 per share on December 24, 2025, with a one-month return of 2.44% and a 14.06% gain over the last 52 weeks.

Arista Networks, Inc. (NYSE: ANET) was not among the 30 Most Popular Stocks Among Hedge Funds, although 92 hedge fund portfolios held the stock at the end of the third quarter. The company reported revenue of $2.3 billion in the third quarter of 2025, exceeding expectations with a 27.5% year-over-year increase. Despite its potential, some AI stocks are seen as offering greater upside potential and less downside risk.

Read more at Yahoo Finance: What Makes Arista Networks (ANET) a Good Investment?