Francois Rochon - Giverny Capital
Holding/activity history for  Arista Networks Inc. (ANET)
Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
2023   Q4 | 99,444 | 1.10 | Add 0.75% | 0.01 | $235.51 |
2023   Q3 | 98,700 | 0.99 | Reduce 5.06% | 0.05 | $183.93 |
2023   Q2 | 103,957 | 0.89 | Add 3.49% | 0.03 | $162.06 |
2023   Q1 | 100,452 | 1.02 | Reduce 0.77% | 0.01 | $167.86 |
2022   Q4 | 101,235 | 0.76 | Add 7.72% | 0.05 | $121.35 |
2022   Q3 | 93,983 | 0.72 | Add 3.76% | 0.03 | $112.89 |
2022   Q2 | 90,579 | 0.56 | Add 2.08% | 0.01 | $93.74 |
2022   Q1 | 88,735 | 0.70 | Add 1.84% | 0.01 | $138.98 |
2021   Q4 | 87,136 | 0.67 | Add 260.84% | 0.48 | $143.75 |
2021   Q3 | 24,148 | 0.49 | Add 50.59% | 0.16 | $343.63 |
2021   Q2 | 16,036 | 0.35 | Reduce 6.40% | 0.02 | $362.31 |
2021   Q1 | 17,132 | 0.35 | Add 4.98% | 0.02 | $301.89 |
2020   Q4 | 16,319 | 0.36 | Add 16.19% | 0.05 | $290.58 |
2020   Q3 | 14,045 | 0.27 | Add 35.77% | 0.07 | $206.91 |
2020   Q2 | 10,345 | 0.22 | Buy | 0.22 | $210.05 |