Giverny Capital’s Arista Networks ANET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$49.4M Buy
2025
Q1
$36.1M Buy
2024
Q4
$45.4M Sell
2024
Q3
$40.9M Buy
2024
Q2
$34.2M Buy
2024
Q1
$27.7M Sell
2023
Q4
$23.4M Buy
2023
Q3
$18.2M Sell
2023
Q2
$16.8M Buy
2023
Q1
$16.9M Sell
2022
Q4
$12.3M Buy
2022
Q3
$10.6M Buy
2022
Q2
$8.49M Buy
2022
Q1
$12.3M Buy
2021
Q4
$12.5M Sell
2021
Q3
$8.3M Buy
2021
Q2
$5.81M Sell
2021
Q1
$5.17M Buy
2020
Q4
$4.74M Buy
2020
Q3
$2.91M Buy
2020
Q2
$2.17M Buy