Polymer Capital Management (HK)’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
$2.35M Buy
+23,000
New +$2.35M 0.36% 70
2025
Q1
Sell
-36,152
Closed -$4M 132
2024
Q4
$4M Buy
36,152
+800
+2% +$88.4K 0.69% 40
2024
Q3
$3.39M Sell
35,352
-41,448
-54% -$3.98M 0.79% 43
2024
Q2
$6.73M Buy
76,800
+66,944
+679% +$5.87M 1.36% 20
2024
Q1
$715K Sell
9,856
-2,760
-22% -$200K 0.18% 92
2023
Q4
$743K Buy
+12,616
New +$743K 0.26% 80