Ownership history in Carmignac Gestion · 10 quarters on record
This page tracks every 13F SEC filing in which Carmignac Gestion reported a position in ARISTA NETWORKS INC (ANET). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,093,784 | +91,084 | +9.1% | 1.94% | $143.3M | $131.03 |
| 2025 Q3 | REDUCED | 1,002,700 | -6,800 | -0.7% | 2.18% | $146.1M | $145.71 |
| 2025 Q2 | ADDED | 1,009,500 | +796,800 | +374.6% | 1.59% | $103.3M | $102.31 |
| 2025 Q1 | ADDED | 212,700 | +206,700 | +3445.0% | 0.27% | $16.5M | $77.48 |
| 2024 Q4 | ADDED | 6,000 | +5,200 | +650.0% | 0.01% | $663K | $110.53 |
| 2024 Q3 | REDUCED | 800 | -103,836 | -99.2% | 0.01% | $307K | $95.96 |
| 2024 Q2 | ADDED | 104,636 | +104,003 | +16430.2% | 0.63% | $36.7M | $87.62 |
| 2019 Q4 | ADDED | 633 | +186 | +41.6% | 0.00% | $129K | $12.71 |
| 2019 Q3 | UNCHANGED | 447 | — | 0% | 0.00% | $107K | $14.93 |
| 2019 Q2 | INITIATED | 447 | — | — | 0.00% | $116K | — |
As of 2025 Q4 — sorted by position size