Robert Goldfarb - Ruane, Cunniff & Goldfarb
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    50
Portfolio value:    $6,028,259,104
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
2021   Q3 0 0.00 Sell 100.00% 1.99 $21.46–24.00 · VW $22.79i SEC
2021   Q2 9,917,680 1.99 Reduce 56.83% 2.32 $18.91–23.41 · VW $21.00i $224,580,000 SEC
2021   Q1 22,972,512 4.08 Reduce 25.87% 1.55 $16.38–20.41 · VW $18.50i $433,448,000 SEC
2020   Q4 30,987,632 6.00 Reduce 0.62% 0.03 $12.52–18.36 · VW $15.55i $562,755,000 SEC
2020   Q3 31,180,272 4.80 Reduce 1.48% 0.08 $12.06–16.71 · VW $14.25i $403,258,000 SEC
2020   Q2 31,648,032 5.57 Reduce 1.32% 0.09 $11.81–14.82 · VW $13.57i $415,440,000 SEC
2020   Q1 32,069,808 6.50 Add 15.15% 0.86 $9.79–15.12 · VW $12.67i $405,984,000 SEC
2019   Q4 27,851,584 4.38 Add 48253.44% 4.37 $10.83–15.73 · VW $12.69i $354,063,000 SEC
2019   Q3 57,600 0.01 $14.93 $860,000 SEC
2019   Q2 57,600 0.01 Buy 0.01 $14.52–20.70 · VW $17.14i $935,000 SEC
Price snapshot:
Current price$181.15
52-week low$104.68
52-week high$189.82