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M & L Capital Management’s Arista Networks ANET Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$24.6M Hold
240,800
5.55% 4
2025
Q1
$18.7M Sell
240,800
-81,200
-25% -$6.29M 5.59% 6
2024
Q4
$35.6M Buy
+322,000
New +$35.6M 8.67% 3