Varenne Capital Partners’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 | $52.7M | Buy |
515,485
+35,658
| +7% | +$3.65M | 9.15% | 3 |
|
|
2025
Q1 | $37.2M | Buy |
479,827
+349,132
| +267% | +$27.1M | 13.35% | 2 |
|
|
2024
Q4 | $14.4M | Sell |
130,695
-235,709
| -64% | -$26.1M | 4.26% | 10 |
|
|
2024
Q3 | $35.2M | Buy |
366,404
+303,480
| +482% | +$29.1M | 6.73% | 9 |
|
|
2024
Q2 | $5.51M | Buy |
62,924
+24,884
| +65% | +$2.18M | 1.39% | 9 |
|
|
2024
Q1 | $2.76M | Buy |
38,040
+9,152
| +32% | +$663K | 0.43% | 14 |
|
|
2023
Q4 | $1.7M | Buy |
+28,888
| New | +$1.7M | 0.51% | 10 |
|