Lee Ainslie - Maverick Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    239
Portfolio value:    $8,599,101,588
Holdings Activity Buys Sells    History
Holding/activity history for  Arista Networks, Inc. (ANET)
← All ANET superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q2 0 0.00 Sell 100.00% 0.03 $60.08–88.81 · VW $73.91i SEC
2024   Q1 23,616 0.03 Add 140.49% 0.02 $56.65–76.93 · VW $68.52i $1,712,042 SEC
2023   Q4 9,820 0.01 Reduce 21.54% <0.01 $42.06–60.17 · VW $52.02i $578,177 SEC
2023   Q3 12,516 0.01 Reduce 28.38% <0.01 $37.28–49.67 · VW $44.44i $575,517 SEC
2023   Q2 17,476 0.02 Reduce 98.50% 1.22 $32.92–44.59 · VW $39.97i $708,040 SEC
2023   Q1 1,167,328 1.24 Add 1129.75% 1.14 $27.23–42.86 · VW $35.30i $48,986,920 SEC
2022   Q4 94,924 0.07 Reduce 14.14% <0.01 $24.55–35.20 · VW $31.11i $2,879,757 SEC
2022   Q3 110,560 0.07 Buy 0.07 $22.83–33.22 · VW $28.97i $3,120,000 SEC
2021   Q4 0 0.00 Sell 100.00% 0.02 $21.30–37.14 · VW $30.10i SEC
2021   Q3 80,464 0.02 Add 45.43% <0.01 $21.46–24.00 · VW $22.79i $1,728,000 SEC
2021   Q2 55,328 0.01 Reduce 14.17% <0.01 $18.91–23.41 · VW $21.00i $1,253,000 SEC
2021   Q1 64,464 0.01 Reduce 36.86% 0.01 $16.38–20.41 · VW $18.50i $1,216,000 SEC
2020   Q4 102,096 0.03 Reduce 21.96% <0.01 $12.52–18.36 · VW $15.55i $1,854,000 SEC
2020   Q3 130,832 0.03 Add 46.62% <0.01 $12.06–16.71 · VW $14.25i $1,692,000 SEC
2020   Q2 89,232 0.02 Buy 0.02 $11.81–14.82 · VW $13.57i $1,171,000 SEC
2018   Q1 0 0.00 Sell 100.00% 0.08 $14.17–19.48 · VW $16.77i SEC
2017   Q4 422,880 0.08 Buy 0.08 $11.12–15.35 · VW $13.56i $6,226,000 SEC
2017   Q3 0 0.00 Sell 100.00% 0.03 $8.86–12.08 · VW $10.46i SEC
2017   Q2 255,360 0.03 Buy 0.03 $8.04–10.19 · VW $9.05i $2,391,000 SEC
Price snapshot:
Current price$181.15
52-week low$104.68
52-week high$189.82