TAM
Timucuan Asset Management’s Arista Networks ANET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $121M | Buy |
1,181,562
+9,816
| +0.8% | +$1M | 3.54% | 15 |
|
|
2025
Q1 | $90.8M | Buy |
1,171,746
+3,143
| +0.3% | +$244K | 2.82% | 15 |
|
|
2024
Q4 | $129M | Buy |
1,168,603
+876,106
| +300% | +$96.8M | 3.95% | 16 |
|
|
2024
Q3 | $112M | Sell |
292,497
-3,141
| -1% | -$1.21M | 3.41% | 16 |
|
|
2024
Q2 | $104M | Sell |
295,638
-144,913
| -33% | -$50.8M | 3.56% | 16 |
|
|
2024
Q1 | $128M | Sell |
440,551
-118,923
| -21% | -$34.5M | 4.31% | 14 |
|
|
2023
Q4 | $132M | Sell |
559,474
-18,496
| -3% | -$4.36M | 4.6% | 12 |
|
|
2023
Q3 | $106M | Sell |
577,970
-2,854
| -0.5% | -$525K | 4.26% | 13 |
|
|
2023
Q2 | $94.1M | Sell |
580,824
-5,550
| -0.9% | -$899K | 3.7% | 15 |
|
|
2023
Q1 | $98.4M | Sell |
586,374
-390,531
| -40% | -$65.6M | 4.12% | 14 |
|
|
2022
Q4 | $119M | Sell |
976,905
-9,307
| -0.9% | -$1.13M | 5.14% | 11 |
|
|
2022
Q3 | $111M | Buy |
986,212
+14,393
| +1% | +$1.62M | 5.32% | 10 |
|
|
2022
Q2 | $91.1M | Sell |
971,819
-42,052
| -4% | -$3.94M | 4.23% | 14 |
|
|
2022
Q1 | $141M | Sell |
1,013,871
-72,199
| -7% | -$10M | 5.47% | 9 |
|
|
2021
Q4 | $156M | Buy |
1,086,070
+741,128
| +215% | +$107M | 5.73% | 7 |
|
|
2021
Q3 | $119M | Buy |
344,942
+1,042
| +0.3% | +$358K | 4.59% | 14 |
|
|
2021
Q2 | $125M | Sell |
343,900
-263
| -0.1% | -$95.3K | 4.93% | 8 |
|
|
2021
Q1 | $104M | Buy |
344,163
+4,015
| +1% | +$1.21M | 4.6% | 14 |
|
|
2020
Q4 | $98.8M | Buy |
340,148
+24,166
| +8% | +$7.02M | 5.05% | 10 |
|
|
2020
Q3 | $65.4M | Buy |
+315,982
| New | +$65.4M | 3.81% | 15 |
|