Deepwater 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 Q2	$15M	Sell	146,811 -6,202	-4%	-$635K	5.95%	10
2025 Q1	$11.9M	Buy	153,013 +11,083	+8%	+$859K	5.02%	13
2024 Q4	$15.7M	Sell	141,930 -17,394	-11%	-$1.92M	5.12%	6
2024 Q3	$15.3M	Sell	159,324 -12,832	-7%	-$1.23M	5.37%	3
2024 Q2	$15.1M	Buy	+172,156	New	+$15.1M	5.48%	4