Ardmore Road Asset 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	-120,000	Closed	-$13.3M	–	40
2024 Q4	$13.3M	Buy	+120,000	New	+$13.3M	1.93%	24