Whale Rock Capital Management’s Arista Networks ANET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,820,476
Closed -$114M 44
2023
Q2
$114M Sell
2,820,476
-1,453,712
-34% -$58.9M 1.97% 19
2023
Q1
$179M Buy
4,274,188
+1,991,876
+87% +$83.6M 3.95% 9
2022
Q4
$69.2M Buy
2,282,312
+1,255,200
+122% +$38.1M 2.33% 15
2022
Q3
$29M Buy
+1,027,112
New +$29M 0.81% 32
2022
Q2
Sell
-9,135,584
Closed -$317M 36
2022
Q1
$317M Buy
+9,135,584
New +$317M 3.93% 6