Francois Rochon - Giverny Capital Inc.
Holding/activity history for Arista Networks Inc. (ANET)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 423,361 | 1.90 | Add 1.00% | 0.02 | $122.78 | $51,981,534 | SEC |
| 2025 Q4 | 419,158 | 1.83 | Add 1.64% | 0.03 | $131.03 | $54,922,273 | SEC |
| 2025 Q3 | 412,399 | 2.04 | Reduce 14.54% | 0.25 | $145.71 | $60,090,658 | SEC |
| 2025 Q2 | 482,561 | 1.69 | Add 3.44% | 0.06 | $102.31 | $49,370,816 | SEC |
| 2025 Q1 | 466,528 | 1.33 | Add 13.67% | 0.16 | $77.48 | $36,146,589 | SEC |
| 2024 Q4 | 410,428 | 1.66 | Add 284.76% | 1.23 | $110.53 | $45,364,607 | SEC |
| 2024 Q3 | 106,670 | 1.56 | Add 9.27% | 0.13 | $383.82 | $40,942,079 | SEC |
| 2024 Q2 | 97,619 | 1.45 | Add 2.10% | 0.03 | $350.48 | $34,213,507 | SEC |
| 2024 Q1 | 95,613 | 1.13 | Reduce 3.85% | 0.04 | $289.89 | $27,717,253 | SEC |
| 2023 Q4 | 99,444 | 1.10 | Add 0.75% | <0.01 | $235.51 | $23,420,056 | SEC |
| 2023 Q3 | 98,700 | 0.99 | Reduce 5.06% | 0.05 | $183.93 | $18,153,891 | SEC |
| 2023 Q2 | 103,957 | 0.89 | Add 3.49% | 0.03 | $162.06 | $16,847,271 | SEC |
| 2023 Q1 | 100,452 | 1.02 | Reduce 0.77% | <0.01 | $167.86 | $16,861,873 | SEC |
| 2022 Q4 | 101,235 | 0.76 | Add 7.72% | 0.05 | $121.35 | $12,284,867 | SEC |
| 2022 Q3 | 93,983 | 0.72 | Add 3.76% | 0.03 | $112.89 | $10,610,000 | SEC |
| 2022 Q2 | 90,579 | 0.56 | Add 2.08% | 0.01 | $93.74 | $8,491,000 | SEC |
| 2022 Q1 | 88,735 | 0.70 | Add 1.84% | 0.01 | $138.98 | $12,332,000 | SEC |
| 2021 Q4 | 87,136 | 0.67 | Add 260.84% | 0.48 | $143.75 | $12,526,000 | SEC |
| 2021 Q3 | 24,148 | 0.49 | Add 50.59% | 0.16 | $343.63 | $8,298,000 | SEC |
| 2021 Q2 | 16,036 | 0.35 | Reduce 6.40% | 0.02 | $362.31 | $5,810,000 | SEC |
| 2021 Q1 | 17,132 | 0.35 | Add 4.98% | 0.02 | $301.89 | $5,172,000 | SEC |
| 2020 Q4 | 16,319 | 0.36 | Add 16.19% | 0.05 | $0.29 | $4,742 | SEC |
| 2020 Q3 | 14,045 | 0.27 | Add 35.77% | 0.07 | $206.91 | $2,906,000 | SEC |
| 2020 Q2 | 10,345 | 0.22 | Buy | 0.22 | $210.05 | $2,173,000 | SEC |