Varenne Capital Partners’s Arista Networks ANET Stock Holding History

Varenne Capital Partners’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
2025 Q2	$52.7M	Buy
2025 Q1	$37.2M	Buy
2024 Q4	$14.4M	Sell
2024 Q3	$35.2M	Buy
2024 Q2	$5.51M	Buy
2024 Q1	$2.76M	Buy
2023 Q4	$1.7M	Buy