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Tairen Capital’s Arista Networks ANET Stock Holding History

Tairen Capital’s Portfolio ANET Stock Details ANET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-130,000
Closed -$17M – 46
2025
Q4 		$17M Buy
+130,000
New +$17.9M 1.77% 25
2025
Q2 		– Sell
-57,500
Closed -$4.46M – 74
2025
Q1 		$4.46M Buy
+57,500
New +$5.83M 0.29% 67
2024
Q4 		– Sell
-1,237,596
Closed -$120M – 71
2024
Q3 		$120M Buy
+1,237,596
New +$108M 4.23% 7
2024
Q1 		– Sell
-422,000
Closed -$24.8M – 39
2023
Q4 		$24.8M Buy
+422,000
New +$22.2M 1.74% 15
2019
Q4 		– Sell
-62,400
Closed -$932K – 28
2019
Q3 		$932K Sell
62,400
-280,000
-82% -$4.33M 0.14% 36
2019
Q2 		$5.56M Buy
+342,400
New +$5.93M 1.07% 16

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Geode Capital Management
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VPM
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CAM
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Morgan Stanley
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return