Francois Rochon - Giverny Capital
Holding/activity history for Arista Networks, Inc. (ANET)
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| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 423,361 | 1.90 | Add 1.00% | 0.02 | $115.42–151.80 · VW $133.69i | $51,981,534 | SEC |
| 2025 Q4 | 419,158 | 1.83 | Add 1.64% | 0.03 | $114.52–164.94 · VW $140.37i | $54,922,273 | SEC |
| 2025 Q3 | 412,399 | 2.04 | Reduce 14.54% | 0.25 | $97.14–156.32 · VW $130.65i | $60,090,658 | SEC |
| 2025 Q2 | 482,561 | 1.69 | Add 3.44% | 0.06 | $59.43–103.13 · VW $86.13i | $49,370,816 | SEC |
| 2025 Q1 | 466,528 | 1.33 | Add 13.67% | 0.16 | $74.53–133.57 · VW $98.42i | $36,146,589 | SEC |
| 2024 Q4 | 410,428 | 1.66 | Reduce 3.81% | 0.06 | $92.10–116.94 · VW $102.51i | $45,364,607 | SEC |
| 2024 Q3 | 426,680 | 1.56 | Add 9.27% | 0.13 | $72.99–98.96 · VW $86.73i | $40,942,079 | SEC |
| 2024 Q2 | 390,476 | 1.45 | Add 2.10% | 0.03 | $60.08–88.81 · VW $73.91i | $34,213,507 | SEC |
| 2024 Q1 | 382,452 | 1.13 | Reduce 3.85% | 0.04 | $56.65–76.93 · VW $68.52i | $27,717,253 | SEC |
| 2023 Q4 | 397,776 | 1.10 | Add 0.75% | <0.01 | $42.06–60.17 · VW $52.02i | $23,420,056 | SEC |
| 2023 Q3 | 394,800 | 0.99 | Reduce 5.06% | 0.05 | $37.28–49.67 · VW $44.44i | $18,153,891 | SEC |
| 2023 Q2 | 415,828 | 0.89 | Add 3.49% | 0.03 | $32.92–44.59 · VW $39.97i | $16,847,271 | SEC |
| 2023 Q1 | 401,808 | 1.02 | Reduce 0.77% | <0.01 | $27.23–42.86 · VW $35.30i | $16,861,873 | SEC |
| 2022 Q4 | 404,940 | 0.76 | Add 7.72% | 0.05 | $24.55–35.20 · VW $31.11i | $12,284,867 | SEC |
| 2022 Q3 | 375,932 | 0.72 | Add 3.76% | 0.03 | $22.83–33.22 · VW $28.97i | $10,610,000 | SEC |
| 2022 Q2 | 362,316 | 0.56 | Add 2.08% | 0.01 | $22.28–35.89 · VW $27.07i | $8,491,000 | SEC |
| 2022 Q1 | 354,940 | 0.70 | Add 1.84% | 0.01 | $27.06–36.13 · VW $31.68i | $12,332,000 | SEC |
| 2021 Q4 | 348,544 | 0.67 | Reduce 9.79% | 0.05 | $21.30–37.14 · VW $30.10i | $12,526,000 | SEC |
| 2021 Q3 | 386,368 | 0.49 | Add 50.59% | 0.16 | $21.46–24.00 · VW $22.79i | $8,298,000 | SEC |
| 2021 Q2 | 256,576 | 0.35 | Reduce 6.40% | 0.02 | $18.91–23.41 · VW $21.00i | $5,810,000 | SEC |
| 2021 Q1 | 274,112 | 0.35 | Add 4.98% | 0.02 | $16.38–20.41 · VW $18.50i | $5,172,000 | SEC |
| 2020 Q4 | 261,104 | 0.36 | Add 16.19% | 0.05 | $12.52–18.36 · VW $15.55i | $4,742,000 | SEC |
| 2020 Q3 | 224,720 | 0.27 | Add 35.77% | 0.07 | $12.06–16.71 · VW $14.25i | $2,906,000 | SEC |
| 2020 Q2 | 165,520 | 0.22 | Buy | 0.22 | $11.81–14.82 · VW $13.57i | $2,173,000 | SEC |
Price snapshot:
Current price$181.15
Avg. buy price$37.89
+/- since buy378.07%
52-week low$104.68
52-week high$189.82