Giverny Capital Inc.
SuperinvestorGiverny Capital
- SEC CIK
- 0001641864
- Manager
- François Rochon
- Style
- Quality
ANET holding history
Arista Networks, Inc.
Every 13F filing in which Giverny Capital reported holding ANET, plus the quarters it sold out. Changes compare share counts with the previous calendar quarter.
ANET overviewAll 13F holders of ANETFull portfolio
| Quarter | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Q2 2026 | 339,892 | $57.74M | 1.94% | −83,469−19.7% | Reduced |
| Q1 2026 | 423,361 | $51.98M | 1.90% | +4,203+1.0% | Added |
| Q4 2025 | 419,158 | $54.92M | 1.83% | +6,759+1.6% | Added |
| Q3 2025 | 412,399 | $60.09M | 2.04% | −70,162−14.5% | Reduced |
| Q2 2025 | 482,561 | $49.37M | 1.69% | +16,033+3.4% | Added |
| Q1 2025 | 466,528 | $36.15M | 1.33% | +56,100+13.7% | Added |
| Q4 2024 | 410,428 | $45.36M | 1.66% | +303,758+284.8% | Added |
| Q3 2024 | 106,670 | $40.94M | 1.56% | +9,051+9.3% | Added |
| Q2 2024 | 97,619 | $34.21M | 1.45% | +2,006+2.1% | Added |
| Q1 2024 | 95,613 | $27.72M | 1.13% | −3,831−3.9% | Reduced |
| Q4 2023 | 99,444 | $23.42M | 1.10% | +744+0.8% | Added |
| Q3 2023 | 98,700 | $18.15M | 0.99% | −5,257−5.1% | Reduced |
| Q2 2023 | 103,957 | $16.85M | 0.89% | +3,505+3.5% | Added |
| Q1 2023 | 100,452 | $16.86M | 1.02% | −783−0.8% | Reduced |
| Q4 2022 | 101,235 | $12.28M | 0.76% | +7,252+7.7% | Added |
| Q3 2022 | 93,983 | $10.61M | 0.72% | +3,404+3.8% | Added |
| Q2 2022 | 90,579 | $8.49M | 0.56% | +1,844+2.1% | Added |
| Q1 2022 | 88,735 | $12.33M | 0.70% | +1,599+1.8% | Added |
| Q4 2021 | 87,136 | $12.53M | 0.67% | +38,840+80.4% | Added |
| Q3 2021 | 48,296 | $16.6M | 0.49% | +32,260+201.2% | Added |
| Q2 2021 | 16,036 | $5.81M | 0.35% | −1,096−6.4% | Reduced |
| Q1 2021 | 17,132 | $5.17M | 0.35% | +17,132 | New |