Appaloosa LP’s Arista Networks ANET Stock Holding History

Appaloosa LP’s Portfolio ANET Stock Details ANET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,000,000	Closed	-$46M	–	41
2023 Q3	$46M	Hold	1,000,000	–	–	0.91%	25
2023 Q2	$40.5M	Buy	+1,000,000	New	+$38.7M	0.75%	33

Other funds holding ANET

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Appaloosa LP's ANET Position: Q4 2023 in Review

Appaloosa LP sold out of Arista Networks (ANET) in Q4 2023, closing a stake of 1,000,000 shares — an estimated $46M sold.

Appaloosa LP first reported a position in ANET in Q2 2023 and held it in 2 quarters. The position peaked at $46M in Q3 2023. 1,216 funds tracked by Wall St. Rank hold ANET as of Q4 2023.

Appaloosa LP reported no remaining Arista Networks position as of Q4 2023 after selling out during the quarter.
Appaloosa LP sold 1,000,000 Arista Networks shares in Q4 2023, an estimated $46M.
Appaloosa LP first reported a position in Arista Networks in Q2 2023 and held it in 2 quarters.
Appaloosa LP's Arista Networks position peaked at $46M in Q3 2023.
1,216 funds tracked by Wall St. Rank held Arista Networks as of Q4 2023.

Based on Appaloosa LP's 13F filing for Q4 2023, filed 14 Feb 2024.