Delta Global 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	$3.35M	Sell	32,712 -146,046	-82%	-$14.9M	0.22%	36
2025 Q1	$13.9M	Buy	+178,758	New	+$13.9M	1%	26
2024 Q1	–	Sell	-597,068	Closed	-$35.2M	–	35
2023 Q4	$35.2M	Buy	+597,068	New	+$35.2M	5.4%	7