Rheos Capital Works’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 | – | Sell |
-110,000
| Closed | -$8.52M | – | 70 |
|
|
2025
Q1 | $8.52M | Hold |
110,000
| – | – | 0.69% | 52 |
|
|
2024
Q4 | $12.2M | Hold |
110,000
| – | – | 0.67% | 50 |
|
|
2024
Q3 | $10.6M | Buy |
110,000
+28,000
| +34% | +$2.69M | 0.55% | 68 |
|
|
2024
Q2 | $7.19M | Sell |
82,000
-68,000
| -45% | -$5.96M | 0.38% | 72 |
|
|
2024
Q1 | $10.9M | Sell |
150,000
-254,000
| -63% | -$18.4M | 0.52% | 61 |
|
|
2023
Q4 | $23.8M | Buy |
404,000
+134,000
| +50% | +$7.89M | 1.31% | 18 |
|
|
2023
Q3 | $12.4M | Buy |
270,000
+60,000
| +29% | +$2.76M | 0.75% | 44 |
|
|
2023
Q2 | $8.51M | Hold |
210,000
| – | – | 0.46% | 66 |
|
|
2023
Q1 | $8.81M | Buy |
+210,000
| New | +$8.81M | 0.49% | 71 |
|
|
2022
Q4 | – | Sell |
-409,600
| Closed | -$11.6M | – | 133 |
|
|
2022
Q3 | $11.6M | Hold |
409,600
| – | – | 0.78% | 51 |
|
|
2022
Q2 | $9.6M | Hold |
409,600
| – | – | 0.72% | 57 |
|
|
2022
Q1 | $14.2M | Hold |
409,600
| – | – | 0.68% | 60 |
|
|
2021
Q4 | $14.7M | Hold |
409,600
| – | – | 0.64% | 61 |
|
|
2021
Q3 | $8.8M | Hold |
409,600
| – | – | 0.45% | 82 |
|
|
2021
Q2 | $9.28M | Buy |
409,600
+224,000
| +121% | +$5.07M | 0.47% | 74 |
|
|
2021
Q1 | $3.5M | Buy |
185,600
+48,000
| +35% | +$906K | 0.23% | 82 |
|
|
2020
Q4 | $2.5M | Buy |
+137,600
| New | +$2.5M | 0.18% | 77 |
|