LECAP Asset 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
$721K Sell
7,045
-31,662
-82% -$3.24M 0.25% 156
2025
Q1
$3M Buy
38,707
+26,953
+229% +$2.09M 0.7% 26
2024
Q4
$1.3M Sell
11,754
-25,142
-68% -$2.78M 0.35% 122
2024
Q3
$3.54M Buy
36,896
+6,500
+21% +$624K 0.76% 19
2024
Q2
$2.66M Buy
+30,396
New +$2.66M 0.58% 50