Lone Pine Capital’s Arista Networks ANET Stock Holding History

Lone Pine Capital’s Portfolio ANET Stock Details ANET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-29,530,208	Closed	-$276M	–	33
2017 Q2	$276M	Buy	29,530,208 +9,243,232	+46%	+$83.7M	1.41%	25
2017 Q1	$168M	Buy	+20,286,976	New	+$140M	0.88%	31
2016 Q3	–	Sell	-29,943,440	Closed	-$120M	–	41
2016 Q2	$120M	Hold	29,943,440	–	–	0.56%	32
2016 Q1	$118M	Sell	29,943,440 -4,871,360	-14%	-$19.1M	0.59%	36
2015 Q4	$169M	Hold	34,814,800	–	–	0.72%	41
2015 Q3	$133M	Buy	34,814,800 +4,480,000	+15%	+$21.3M	0.54%	42
2015 Q2	$155M	Buy	30,334,800 +6,481,600	+27%	+$29M	0.58%	40
2015 Q1	$105M	Buy	23,853,200 +2,642,864	+12%	+$11M	0.4%	48
2014 Q4	$80.5M	Buy	21,210,336 +9,653,824	+84%	+$44.8M	0.34%	42
2014 Q3	$63.8M	Buy	11,556,512 +3,090,592	+37%	+$14.7M	0.25%	47
2014 Q2	$33M	Buy	+8,465,920	New	+$34M	0.13%	52

Other funds holding ANET

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lone Pine Capital's ANET Position: Q3 2017 in Review

Lone Pine Capital sold out of Arista Networks (ANET) in Q3 2017, closing a stake of 29,530,208 shares — an estimated $276M sold.

Lone Pine Capital first reported a position in ANET in Q2 2014 and held it in 11 quarters. The position peaked at $276M in Q2 2017. 337 funds tracked by Wall St. Rank hold ANET as of Q3 2017.

Lone Pine Capital reported no remaining Arista Networks position as of Q3 2017 after selling out during the quarter.
Lone Pine Capital sold 29,530,208 Arista Networks shares in Q3 2017, an estimated $276M.
Lone Pine Capital first reported a position in Arista Networks in Q2 2014 and held it in 11 quarters.
Lone Pine Capital's Arista Networks position peaked at $276M in Q2 2017.
337 funds tracked by Wall St. Rank held Arista Networks as of Q3 2017.

Based on Lone Pine Capital's 13F filing for Q3 2017, filed 14 Nov 2017.