Tenzing Global Management’s Arista Networks ANET Stock Holding History

Tenzing Global Management’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
2024 Q2	–	Sell	-50,000	Closed	-$3.62M	–	19
2024 Q1	$3.62M	Sell	50,000 -55,000	-52%	-$3.71M	3.29%	12
2023 Q4	$6.18M	Buy	105,000 +14,508	+16%	+$762K	4.81%	8
2023 Q3	$4.16M	Buy	90,492 +492	+0.5%	+$21.9K	2.29%	10
2023 Q2	$3.65M	Sell	90,000 -30,000	-25%	-$1.16M	1.9%	10
2023 Q1	$5.04M	Buy	+120,000	New	+$4.13M	3.08%	9
2020 Q4	–	Sell	-720,000	Closed	-$9.31M	–	16
2020 Q3	$9.31M	Sell	720,000 -120,000	-14%	-$1.65M	4.17%	9
2020 Q2	$11M	Hold	840,000	–	–	5.41%	7
2020 Q1	$10.6M	Buy	+840,000	New	+$10.9M	5.87%	7

Other funds holding ANET

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tenzing Global Management's ANET Position: Q2 2024 in Review

Tenzing Global Management sold out of Arista Networks (ANET) in Q2 2024, closing a stake of 50,000 shares — an estimated $3.62M sold.

Tenzing Global Management first reported a position in ANET in Q1 2020 and held it in 8 quarters. The position peaked at $11M in Q2 2020. 1,401 funds tracked by Wall St. Rank hold ANET as of Q2 2024.

Tenzing Global Management reported no remaining Arista Networks position as of Q2 2024 after selling out during the quarter.
Tenzing Global Management sold 50,000 Arista Networks shares in Q2 2024, an estimated $3.62M.
Tenzing Global Management first reported a position in Arista Networks in Q1 2020 and held it in 8 quarters.
Tenzing Global Management's Arista Networks position peaked at $11M in Q2 2020.
1,401 funds tracked by Wall St. Rank held Arista Networks as of Q2 2024.

Based on Tenzing Global Management's 13F filing for Q2 2024, filed 14 Aug 2024.