Firsthand 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
Q2 | $1.84M | Hold |
18,000
| – | – | 3.31% | 8 |
|
|
2025
Q1 | $1.39M | Buy |
18,000
+10,000
| +125% | +$775K | 3.38% | 10 |
|
|
2024
Q4 | $884K | Buy |
+8,000
| New | +$884K | 1.84% | 19 |
|
|
2020
Q4 | – | Sell |
-240,000
| Closed | -$3.1M | – | 55 |
|
|
2020
Q3 | $3.1M | Hold |
240,000
| – | – | 1.23% | 25 |
|
|
2020
Q2 | $3.15M | Hold |
240,000
| – | – | 1.44% | 25 |
|
|
2020
Q1 | $3.04M | Sell |
240,000
-880,000
| -79% | -$11.1M | 2.41% | 12 |
|
|
2019
Q4 | $14.2M | Hold |
1,120,000
| – | – | 5.55% | 2 |
|
|
2019
Q3 | $16.7M | Hold |
1,120,000
| – | – | 6.75% | 2 |
|
|
2019
Q2 | $18.2M | Hold |
1,120,000
| – | – | 7% | 3 |
|
|
2019
Q1 | $22M | Hold |
1,120,000
| – | – | 8.2% | 1 |
|
|
2018
Q4 | $14.7M | Hold |
1,120,000
| – | – | 9.3% | 1 |
|
|
2018
Q3 | $18.6M | Hold |
1,120,000
| – | – | 8.77% | 2 |
|
|
2018
Q2 | $18M | Hold |
1,120,000
| – | – | 8.45% | 3 |
|
|
2018
Q1 | $17.9M | Hold |
1,120,000
| – | – | 9.99% | 2 |
|
|
2017
Q4 | $16.5M | Hold |
1,120,000
| – | – | 12.14% | 2 |
|
|
2017
Q3 | $13.3M | Sell |
1,120,000
-80,000
| -7% | -$948K | 11.78% | 2 |
|
|
2017
Q2 | $11.2M | Hold |
1,200,000
| – | – | 11.33% | 2 |
|
|
2017
Q1 | $9.92M | Hold |
1,200,000
| – | – | 10.6% | 1 |
|
|
2016
Q4 | $7.26M | Hold |
1,200,000
| – | – | 7.83% | 2 |
|
|
2016
Q3 | $6.38M | Hold |
1,200,000
| – | – | 5.86% | 3 |
|
|
2016
Q2 | $4.83M | Hold |
1,200,000
| – | – | 5.3% | 4 |
|
|
2016
Q1 | $4.73M | Hold |
1,200,000
| – | – | 4.08% | 8 |
|
|
2015
Q4 | $5.84M | Buy |
1,200,000
+80,000
| +7% | +$389K | 4.5% | 6 |
|
|
2015
Q3 | $4.28M | Hold |
1,120,000
| – | – | 3.42% | 10 |
|
|
2015
Q2 | $5.72M | Buy |
+1,120,000
| New | +$5.72M | 3.61% | 8 |
|