Talos Asset 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	$42.5M	Buy	+415,600	New	+$42.5M	10.19%	2
2025 Q1	–	Sell	-168,700	Closed	-$18.6M	–	18
2024 Q4	$18.6M	Buy	+168,700	New	+$18.6M	4.4%	8