Arista Networks Inc. (ANET)

Sector:Technology
Super Investor Stats:
Ownership count:2
Ownership rank:373
% of all portfolios:0.014%
Hold Price * :$235.51
History Portfolio Manager Activity ▼ Share change % change to portfolio
Q4  2023
≡ Francois Rochon - Giverny Capital Add 0.75% 744 0.01
≡ Lee Ainslie - Maverick Capital Reduce 21.54% 674 0.00
≡ David Tepper - Appaloosa Management Sell 100.00% 250,000 0.91
Q3  2023
≡ Francois Rochon - Giverny Capital Reduce 5.06% 5,257 0.05
≡ Lee Ainslie - Maverick Capital Reduce 28.38% 1,240 0.00
≡ Viking Global Investors Sell 100.00% 2,036,587 1.36
Q2  2023
≡ Francois Rochon - Giverny Capital Add 3.49% 3,505 0.03
≡ Viking Global Investors Buy 2,036,587 1.36
≡ David Tepper - Appaloosa Management Buy 250,000 0.75
≡ Lee Ainslie - Maverick Capital Reduce 98.50% 287,463 1.32
Q1  2023
≡ Lee Ainslie - Maverick Capital Add 1129.75% 268,101 1.16
≡ Francois Rochon - Giverny Capital Reduce 0.77% 783 0.01
Q4  2022
≡ Francois Rochon - Giverny Capital Add 7.72% 7,252 0.05
≡ Lee Ainslie - Maverick Capital Reduce 14.14% 3,909 0.01
Q3  2022
≡ Francois Rochon - Giverny Capital Add 3.76% 3,404 0.03
≡ Lee Ainslie - Maverick Capital Buy 27,640 0.07
Q2  2022
≡ Francois Rochon - Giverny Capital Add 2.08% 1,844 0.01
Q1  2022
≡ Francois Rochon - Giverny Capital Add 1.84% 1,599 0.01
Q4  2021
≡ Francois Rochon - Giverny Capital Add 260.84% 62,988 0.48
≡ Lee Ainslie - Maverick Capital Sell 100.00% 5,029 0.02
Q3  2021
≡ Francois Rochon - Giverny Capital Add 50.59% 8,112 0.16
≡ Lee Ainslie - Maverick Capital Add 45.43% 1,571 0.01
≡ Ruane Cunniff - Sequoia Fund Sell 100.00% 216,268 1.64
Q2  2021
≡ Francois Rochon - Giverny Capital Reduce 6.40% 1,096 0.02
≡ Lee Ainslie - Maverick Capital Reduce 14.17% 571 0.00
≡ Ruane Cunniff - Sequoia Fund Reduce 56.96% 286,271 2.17
≡ Viking Global Investors Sell 100.00% 4,562 0.00
Q1  2021
≡ Francois Rochon - Giverny Capital Add 4.98% 813 0.02
≡ Viking Global Investors Buy 4,562 0.00
≡ Ruane Cunniff - Sequoia Fund Reduce 29.35% 208,760 1.37
≡ Lee Ainslie - Maverick Capital Reduce 36.86% 2,352 0.01
Q4  2020
≡ Francois Rochon - Giverny Capital Add 16.19% 2,274 0.05
≡ Lee Ainslie - Maverick Capital Reduce 21.96% 1,796 0.01
Q3  2020
≡ Lee Ainslie - Maverick Capital Add 46.62% 2,600 0.01
≡ Francois Rochon - Giverny Capital Add 35.77% 3,700 0.07
≡ Ruane Cunniff - Sequoia Fund Reduce 0.19% 1,383 0.01
Q2  2020
≡ Francois Rochon - Giverny Capital Buy 10,345 0.22
≡ Lee Ainslie - Maverick Capital Buy 5,577 0.02
≡ Ruane Cunniff - Sequoia Fund Reduce 0.04% 266 0.00
Q1  2020
≡ Ruane Cunniff - Sequoia Fund Add 13.68% 85,791 0.60
Q4  2019
≡ Ruane Cunniff - Sequoia Fund Buy 627,157 3.34
Q1  2018
≡ Lee Ainslie - Maverick Capital Sell 100.00% 26,430 0.08
Q4  2017
≡ Lee Ainslie - Maverick Capital Buy 26,430 0.08
Q3  2017
≡ Stephen Mandel - Lone Pine Capital Sell 100.00% 1,845,638 1.41
≡ Lee Ainslie - Maverick Capital Sell 100.00% 15,960 0.03
Q2  2017
≡ Stephen Mandel - Lone Pine Capital Add 45.56% 577,702 0.44
≡ Lee Ainslie - Maverick Capital Buy 15,960 0.03
Q1  2017
≡ Stephen Mandel - Lone Pine Capital Buy 1,267,936 0.88
Q3  2016
≡ Stephen Mandel - Lone Pine Capital Sell 100.00% 1,871,465 0.56
Q1  2016
≡ Stephen Mandel - Lone Pine Capital Reduce 13.99% 304,460 0.10
Q3  2015
≡ Stephen Mandel - Lone Pine Capital Add 14.77% 280,000 0.08
Q2  2015
≡ Stephen Mandel - Lone Pine Capital Add 27.17% 405,100 0.15
Q1  2015
≡ Stephen Mandel - Lone Pine Capital Add 12.46% 165,179 0.05
Q4  2014
≡ Stephen Mandel - Lone Pine Capital Add 83.54% 603,364 0.15
Q3  2014
≡ Stephen Mandel - Lone Pine Capital Add 36.51% 193,162 0.07
≡ Leon Cooperman Sell 100.00% 50,000 0.04
Q2  2014
≡ Stephen Mandel - Lone Pine Capital Buy 529,120 0.14
≡ Leon Cooperman Buy 50,000 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.