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GKV Capital Management’s Arista Networks ANET Stock Holding History

GKV Capital Management’s Portfolio ANET Stock Details ANET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.75M Buy
46,445
+32,145
+225% +$3.29M 2.1% 12
2025
Q1 		$1.11M Sell
14,300
-24,660
-63% -$1.91M 0.55% 44
2024
Q4 		$4.31M Buy
+38,960
New +$4.31M 1.76% 16