Timucuan Asset Management’s Arista Networks ANET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$121M Buy
2025
Q1
$90.8M Buy
2024
Q4
$129M Sell
2024
Q3
$112M Sell
2024
Q2
$104M Sell
2024
Q1
$128M Sell
2023
Q4
$132M Sell
2023
Q3
$106M Sell
2023
Q2
$94.1M Sell
2023
Q1
$98.4M Sell
2022
Q4
$119M Sell
2022
Q3
$111M Buy
2022
Q2
$91.1M Sell
2022
Q1
$141M Sell
2021
Q4
$156M Sell
2021
Q3
$119M Buy
2021
Q2
$125M Sell
2021
Q1
$104M Buy
2020
Q4
$98.8M Buy
2020
Q3
$65.4M Buy