Lone Pine Capital’s Arista Networks ANET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-29,530,208
| Closed | -$276M | – | 32 |
|
|
2017
Q2 | $276M | Buy |
29,530,208
+9,243,232
| +46% | +$86.5M | 1.41% | 25 |
|
|
2017
Q1 | $168M | Buy |
+20,286,976
| New | +$168M | 0.88% | 31 |
|
|
2016
Q3 | – | Sell |
-29,943,440
| Closed | -$120M | – | 38 |
|
|
2016
Q2 | $120M | Hold |
29,943,440
| – | – | 0.56% | 32 |
|
|
2016
Q1 | $118M | Sell |
29,943,440
-4,871,360
| -14% | -$19.2M | 0.59% | 35 |
|
|
2015
Q4 | $169M | Hold |
34,814,800
| – | – | 0.72% | 38 |
|
|
2015
Q3 | $133M | Buy |
34,814,800
+4,480,000
| +15% | +$17.1M | 0.54% | 37 |
|
|
2015
Q2 | $155M | Buy |
30,334,800
+6,481,600
| +27% | +$33.1M | 0.58% | 35 |
|
|
2015
Q1 | $105M | Buy |
23,853,200
+2,642,864
| +12% | +$11.7M | 0.4% | 44 |
|
|
2014
Q4 | $80.5M | Buy |
21,210,336
+9,653,824
| +84% | +$36.7M | 0.34% | 40 |
|
|
2014
Q3 | $63.8M | Buy |
11,556,512
+3,090,592
| +37% | +$17.1M | 0.25% | 42 |
|
|
2014
Q2 | $33M | Buy |
+8,465,920
| New | +$33M | 0.13% | 45 |
|