Rokos Capital Management’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	$26.5M	Buy	+259,093	New	+$26.5M	0.12%	41
2025 Q1	–	Sell	-197,588	Closed	-$21.8M	–	79
2024 Q4	$21.8M	Buy	+197,588	New	+$21.8M	0.22%	36