Allen Investment Management’s Arista Networks ANET Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$31.5M	Sell	308,034 -108,815	-26%	-$11.1M	0.34%	49
2025 Q1	$32.3M	Buy	+416,849	New	+$32.3M	0.38%	42
2024 Q4	–	Sell	-259,824	Closed	-$24.9M	–	204
2024 Q3	$24.9M	Buy	259,824 +120,540	+87%	+$11.6M	0.3%	51
2024 Q2	$12.2M	Buy	+139,284	New	+$12.2M	0.15%	64