Aubrey Capital 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
-51,600
Closed -$5.7M 53
2024
Q4
$5.7M Sell
51,600
-2,800
-5% -$310K 2.16% 8
2024
Q3
$5.22M Sell
54,400
-5,600
-9% -$537K 2.01% 12
2024
Q2
$4.57M Hold
60,000
1.83% 12
2024
Q1
$3.77M Sell
60,000
-1,600
-3% -$100K 1.33% 16
2023
Q4
$3.63M Buy
61,600
+6,800
+12% +$400K 1.54% 13
2023
Q3
$2.24M Buy
+54,800
New +$2.24M 1.28% 25