Analog Century 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
Q1
Sell
-602,304
Closed -$66.6M 24
2024
Q4
$66.6M Buy
602,304
+65,700
+12% +$7.26M 4.45% 10
2024
Q3
$51.5M Buy
536,604
+177,956
+50% +$17.1M 3.5% 16
2024
Q2
$31.4M Buy
358,648
+41,664
+13% +$3.65M 3.11% 16
2024
Q1
$23M Buy
316,984
+104,232
+49% +$7.56M 3.2% 17
2023
Q4
$12.5M Buy
+212,752
New +$12.5M 2.9% 16