Hudson Bay 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	$72.5M	Buy	708,873 +507,844	+253%	+$52M	0.25%	42
2025 Q1	$15.6M	Buy	+201,029	New	+$15.6M	0.05%	176
2024 Q3	–	Sell	-300,000	Closed	-$26.3M	–	645
2024 Q2	$26.3M	Buy	+300,000	New	+$26.3M	0.12%	74