Arista Networks Inc. (ANET)

Sector:Technology
Super Investor Stats:
Ownership count:1
Ownership rank:660
% of all portfolios:0.021%
History Portfolio Manager Activity ▼ Share change % change to portfolio
Q4  2024
≡ Francois Rochon - Giverny Capital Reduce 3.81% 16,252 0.07
Q3  2024
≡ Francois Rochon - Giverny Capital Add 9.27% 36,204 0.13
Q2  2024
≡ Francois Rochon - Giverny Capital Add 2.10% 8,024 0.03
≡ Lee Ainslie - Maverick Capital Sell 100.00% 23,616 0.03
Q1  2024
≡ Lee Ainslie - Maverick Capital Add 140.49% 13,796 0.02
≡ Francois Rochon - Giverny Capital Reduce 3.85% 15,324 0.05
Q4  2023
≡ Francois Rochon - Giverny Capital Add 0.75% 2,976 0.01
≡ Lee Ainslie - Maverick Capital Reduce 21.54% 2,696 0.00
≡ David Tepper - Appaloosa Management Sell 100.00% 1,000,000 0.91
Q3  2023
≡ Francois Rochon - Giverny Capital Reduce 5.06% 21,028 0.05
≡ Lee Ainslie - Maverick Capital Reduce 28.38% 4,960 0.00
≡ Viking Global Investors Sell 100.00% 8,146,348 1.36
Q2  2023
≡ Francois Rochon - Giverny Capital Add 3.49% 14,020 0.03
≡ Viking Global Investors Buy 8,146,348 1.36
≡ David Tepper - Appaloosa Management Buy 1,000,000 0.75
≡ Lee Ainslie - Maverick Capital Reduce 98.50% 1,149,852 1.32
Q1  2023
≡ Lee Ainslie - Maverick Capital Add 1129.75% 1,072,404 1.16
≡ Francois Rochon - Giverny Capital Reduce 0.77% 3,132 0.01
Q4  2022
≡ Francois Rochon - Giverny Capital Add 7.72% 29,008 0.05
≡ Lee Ainslie - Maverick Capital Reduce 14.14% 15,636 0.01
Q3  2022
≡ Francois Rochon - Giverny Capital Add 3.76% 13,616 0.03
≡ Lee Ainslie - Maverick Capital Buy 110,560 0.07
Q2  2022
≡ Francois Rochon - Giverny Capital Add 2.08% 7,376 0.01
Q1  2022
≡ Francois Rochon - Giverny Capital Add 1.84% 6,396 0.01
Q4  2021
≡ Francois Rochon - Giverny Capital Add 260.84% 251,952 0.48
≡ Lee Ainslie - Maverick Capital Sell 100.00% 20,116 0.02
Q3  2021
≡ Francois Rochon - Giverny Capital Add 50.59% 32,448 0.16
≡ Lee Ainslie - Maverick Capital Add 45.43% 6,284 0.01
≡ Ruane Cunniff - Sequoia Fund Sell 100.00% 865,072 1.64
Q2  2021
≡ Francois Rochon - Giverny Capital Reduce 6.40% 4,384 0.02
≡ Lee Ainslie - Maverick Capital Reduce 14.17% 2,284 0.00
≡ Ruane Cunniff - Sequoia Fund Reduce 56.96% 1,145,084 2.17
≡ Viking Global Investors Sell 100.00% 18,248 0.00
Q1  2021
≡ Francois Rochon - Giverny Capital Add 4.98% 3,252 0.02
≡ Viking Global Investors Buy 18,248 0.00
≡ Ruane Cunniff - Sequoia Fund Reduce 29.35% 835,040 1.37
≡ Lee Ainslie - Maverick Capital Reduce 36.86% 9,408 0.01
Q4  2020
≡ Francois Rochon - Giverny Capital Add 16.19% 9,096 0.05
≡ Lee Ainslie - Maverick Capital Reduce 21.96% 7,184 0.01
Q3  2020
≡ Lee Ainslie - Maverick Capital Add 46.62% 10,400 0.01
≡ Francois Rochon - Giverny Capital Add 35.77% 14,800 0.07
≡ Ruane Cunniff - Sequoia Fund Reduce 0.19% 5,532 0.01
Q2  2020
≡ Francois Rochon - Giverny Capital Buy 41,380 0.22
≡ Lee Ainslie - Maverick Capital Buy 22,308 0.02
≡ Ruane Cunniff - Sequoia Fund Reduce 0.04% 1,064 0.00
Q1  2020
≡ Ruane Cunniff - Sequoia Fund Add 13.68% 343,164 0.60
Q4  2019
≡ Ruane Cunniff - Sequoia Fund Buy 2,508,628 3.34
Q1  2018
≡ Lee Ainslie - Maverick Capital Sell 100.00% 105,720 0.08
Q4  2017
≡ Lee Ainslie - Maverick Capital Buy 105,720 0.08
Q3  2017
≡ Stephen Mandel - Lone Pine Capital Sell 100.00% 7,382,552 1.41
≡ Lee Ainslie - Maverick Capital Sell 100.00% 63,840 0.03
Q2  2017
≡ Stephen Mandel - Lone Pine Capital Add 45.56% 2,310,808 0.44
≡ Lee Ainslie - Maverick Capital Buy 63,840 0.03
Q1  2017
≡ Stephen Mandel - Lone Pine Capital Buy 5,071,744 0.88
Q3  2016
≡ Stephen Mandel - Lone Pine Capital Sell 100.00% 7,485,860 0.56
Q1  2016
≡ Stephen Mandel - Lone Pine Capital Reduce 13.99% 1,217,840 0.10
Q3  2015
≡ Stephen Mandel - Lone Pine Capital Add 14.77% 1,120,000 0.08
Q2  2015
≡ Stephen Mandel - Lone Pine Capital Add 27.17% 1,620,400 0.15
Q1  2015
≡ Stephen Mandel - Lone Pine Capital Add 12.46% 660,716 0.05
Q4  2014
≡ Stephen Mandel - Lone Pine Capital Add 83.54% 2,413,456 0.15
Q3  2014
≡ Stephen Mandel - Lone Pine Capital Add 36.51% 772,648 0.07
≡ Leon Cooperman Sell 100.00% 200,000 0.04
Q2  2014
≡ Stephen Mandel - Lone Pine Capital Buy 2,116,480 0.14
≡ Leon Cooperman Buy 200,000 0.04

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.