Discovery 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
2024
Q1
Sell
-209,728
Closed -$12.3M 53
2023
Q4
$12.3M Buy
209,728
+6,800
+3% +$400K 1.87% 18
2023
Q3
$9.33M Sell
202,928
-584,428
-74% -$26.9M 1.66% 16
2023
Q2
$31.9M Sell
787,356
-78,600
-9% -$3.18M 3.35% 7
2023
Q1
$36.3M Buy
865,956
+433,580
+100% +$18.2M 4.13% 7
2022
Q4
$13.1M Sell
432,376
-40,116
-8% -$1.22M 1.91% 14
2022
Q3
$13.3M Buy
472,492
+116,372
+33% +$3.28M 1.99% 12
2022
Q2
$8.35M Buy
+356,120
New +$8.35M 1.08% 19