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ANETANET

Showing 4 of 21 quarters

Position history for GIGiverny Capital Inc.'s holdings in Arista Networks, Inc.

No. Giverny Capital exited its ANET (Arista Networks) position in Q2 2025. Its Q1 2025 13F listed 466,528 shares worth $36.1M. Giverny Capital first reported ANET in Q2 2020 and held it in 20 quarterly 13F filings.

Final Value

$0

Final Shares

0

Total Value Change

-$40.9M

Total Shares Change

-106,670

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2025-Q2
Latest
Exited
0
-100.0%
$00.0%$102.31
0
2025-Q1
Increased
466,528
+13.7%
$36.1M1.3%$77.48
52
2024-Q4
Decreased
410,428
-3.8%
$45.4M1.7%$110.53
0
2024-Q3
Increased
106,670
+9.3%
$40.9M1.6%$95.96
50

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