ANET 13F position history: Francois Rochon - Giverny Capital
Arista Networks, Inc, as reported in Francois Rochon - Giverny Capital’s quarterly 13F filings. See all fund managers holding ANET.
| Quarter | Activity | Shares | Value | % of portfolio | Reported price | |
|---|---|---|---|---|---|---|
| Q2 2026 | Trimmed | 339,892 | $57,740,853 | 1.94% | $169.88 | Filing |
| Q1 2026 | Added | 423,361 | $51,981,534 | 1.90% | $122.78 | Filing |
| Q4 2025 | Added | 419,158 | $54,922,273 | 1.83% | $131.03 | Filing |
| Q3 2025 | Trimmed | 412,399 | $60,090,658 | 2.04% | $145.71 | Filing |
| Q2 2025 | New | 482,561 | $49,370,816 | 1.69% | $102.31 | Filing |