ANET position history
The shares of Arista Networks (ANET) that Giverny Capital Inc. reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2025 Q2: 482,561 shares, $49M, 1.7% of portfolio, New
- 2025 Q3: 824,798 shares, $120M, 3.9% of portfolio, Add +70.9%
- 2025 Q4: 419,158 shares, $55M, 1.8% of portfolio, Reduce −49.2%
- 2026 Q1: 423,361 shares, $52M, 1.9% of portfolio, Add +1.0%
- 2026 Q2: 339,892 shares, $58M, 1.9% of portfolio, Reduce −19.7%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|