Spyglass 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,879,512
| Closed | -$103M | – | 26 |
|
|
2021
Q4 | $103M | Sell |
2,879,512
-5,609,848
| -66% | -$202M | 2.75% | 22 |
|
|
2021
Q3 | $182M | Sell |
8,489,360
-118,592
| -1% | -$2.55M | 4.18% | 11 |
|
|
2021
Q2 | $195M | Buy |
8,607,952
+567,248
| +7% | +$12.8M | 4.34% | 12 |
|
|
2021
Q1 | $152M | Buy |
8,040,704
+1,994,528
| +33% | +$37.6M | 4% | 14 |
|
|
2020
Q4 | $110M | Buy |
6,046,176
+956,880
| +19% | +$17.4M | 3.37% | 19 |
|
|
2020
Q3 | $65.8M | Buy |
5,089,296
+886,096
| +21% | +$11.5M | 3.04% | 20 |
|
|
2020
Q2 | $55.2M | Buy |
4,203,200
+934,704
| +29% | +$12.3M | 3.42% | 19 |
|
|
2020
Q1 | $41.4M | Buy |
3,268,496
+288,080
| +10% | +$3.65M | 4.67% | 7 |
|
|
2019
Q4 | $37.9M | Buy |
2,980,416
+2,030,784
| +214% | +$25.8M | 4.86% | 6 |
|
|
2019
Q3 | $14.2M | Buy |
949,632
+159,904
| +20% | +$2.39M | 3.76% | 13 |
|
|
2019
Q2 | $12.8M | Buy |
789,728
+144,400
| +22% | +$2.34M | 4.05% | 12 |
|
|
2019
Q1 | $12.7M | Buy |
645,328
+220,800
| +52% | +$4.34M | 4.91% | 5 |
|
|
2018
Q4 | $5.59M | Buy |
+424,528
| New | +$5.59M | 4.19% | 13 |
|