Incline Global Management’s Arista Networks ANET Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,641,552	Closed	-$26.6M	–	21
2019 Q2	$26.6M	Buy	1,641,552 +662,352	+68%	+$10.7M	5.49%	8
2019 Q1	$19.2M	Buy	+979,200	New	+$19.2M	3.86%	16