Francois Rochon's ANET Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 419,158 shares of Arista Networks, Inc. (ANET) worth $54.92 M, representing 1.83% of the portfolio. First purchased in 2020-Q2, this long-term strategic position has been held for 23 quarters.
Based on 13F filings, Francois Rochon has maintained a strategic position in ANET, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2021, adding 129,792 shares. Largest reduction occurred in Q3 2025, reducing 70,162 shares.
Analysis based on 13F filings available since 2013 Q2
Francois Rochon's Arista Networks (ANET) Holding Value Over Time
Track share changes against reported price movement
Quarterly Arista Networks (ANET) Trades by Francois Rochon
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2020 | +165,520 | New Buy | 165,520 | $13.13 |
| Q3 2020 | +59,200 | Add 35.77% | 224,720 | $12.93 |
| Q4 2020 | +36,384 | Add 16.19% | 261,104 | $18.16 |
| Q1 2021 | +13,008 | Add 4.98% | 274,112 | $18.87 |
| Q2 2021 | -17,536 | Reduce 6.40% | 256,576 | $22.64 |
| Q3 2021 | +129,792 | Add 50.59% | 386,368 | $21.48 |
| Q4 2021 | -37,824 | Reduce 9.79% | 348,544 | $35.94 |
| Q1 2022 | +6,396 | Add 1.84% | 354,940 | $34.74 |
| Q2 2022 | +7,376 | Add 2.08% | 362,316 | $23.44 |
| Q3 2022 | +13,616 | Add 3.76% | 375,932 | $28.22 |
| Q4 2022 | +29,008 | Add 7.72% | 404,940 | $30.34 |
| Q1 2023 | -3,132 | Reduce 0.77% | 401,808 | $41.97 |
| Q2 2023 | +14,020 | Add 3.49% | 415,828 | $40.51 |
| Q3 2023 | -21,028 | Reduce 5.06% | 394,800 | $45.98 |
| Q4 2023 | +2,976 | Add 0.75% | 397,776 | $58.88 |
| Q1 2024 | -15,324 | Reduce 3.85% | 382,452 | $72.47 |
| Q2 2024 | +8,024 | Add 2.10% | 390,476 | $87.62 |
| Q3 2024 | +36,204 | Add 9.27% | 426,680 | $95.95 |
| Q4 2024 | -16,252 | Reduce 3.81% | 410,428 | $110.53 |
| Q1 2025 | +56,100 | Add 13.67% | 466,528 | $77.48 |
| Q2 2025 | +16,033 | Add 3.44% | 482,561 | $102.31 |
| Q3 2025 | -70,162 | Reduce 14.54% | 412,399 | $145.71 |
| Q4 2025 | +6,759 | Add 1.64% | 419,158 | $131.03 |
Francois Rochon's Arista Networks Investment FAQs
Francois Rochon first purchased Arista Networks, Inc. (ANET) in Q2 2020, acquiring 165,520 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon has held Arista Networks, Inc. (ANET) for 23 quarters since Q2 2020.
Francois Rochon's largest addition to Arista Networks, Inc. (ANET) was in Q2 2020, adding 165,520 shares worth $2.17 M.
According to the latest 13F filing for Q4 2025, Francois Rochon's firm, Giverny Capital Inc., owns 419,158 shares of Arista Networks, Inc. (ANET), valued at approximately $54.92 M.
As of the Q4 2025 filing, Arista Networks, Inc. (ANET) represents approximately 1.83% of Francois Rochon's publicly disclosed stock portfolio, making it one of their key holdings.
Francois Rochon's peak holding in Arista Networks, Inc. (ANET) was 482,561 shares, as reported at the end of Q2 2025.