Telemark 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
2020 Q2	–	Sell	-480,000	Closed	-$6.08M	–	59
2020 Q1	$6.08M	Buy	+480,000	New	+$6.08M	1.45%	23
2019 Q2	–	Sell	-800,000	Closed	-$15.7M	–	42
2019 Q1	$15.7M	Buy	+800,000	New	+$15.7M	1.99%	17