Francois Rochon's ANET Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 339,892 shares of Arista Networks, Inc. (ANET) worth $57.74 M, representing 1.94% of the portfolio. First purchased in 1970-Q1, this long-term strategic position has been held for 226 quarters.
Based on 13F filings since 2013, Francois Rochon has maintained a long-term strategic position in ANET, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2021, adding 129,792 shares. Largest reduction occurred in Q2 2020, reducing 5.27 M 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 2026 | -83,469 | Reduce 19.72% | 339,892 | $169.88 |
| Q1 2026 | +4,203 | Add 1.00% | 423,361 | $122.78 |
| Q4 2025 | +6,759 | Add 1.64% | 419,158 | $131.03 |
| Q3 2025 | -70,162 | Reduce 14.54% | 412,399 | $145.71 |
| Q2 2025 | +16,033 | Add 3.44% | 482,561 | $102.31 |
| Q1 2025 | +56,100 | Add 13.67% | 466,528 | $77.48 |
| Q4 2024 | -16,252 | Reduce 3.81% | 410,428 | $110.53 |
| Q3 2024 | +36,204 | Add 9.27% | 426,680 | $95.95 |
| Q2 2024 | +8,024 | Add 2.10% | 390,476 | $87.62 |
| Q1 2024 | -15,324 | Reduce 3.85% | 382,452 | $72.47 |
| Q4 2023 | +2,976 | Add 0.75% | 397,776 | $58.88 |
| Q3 2023 | -21,028 | Reduce 5.06% | 394,800 | $45.98 |
| Q2 2023 | +14,020 | Add 3.49% | 415,828 | $40.51 |
| Q1 2023 | -3,132 | Reduce 0.77% | 401,808 | $41.97 |
| Q4 2022 | +29,008 | Add 7.72% | 404,940 | $30.34 |
| Q3 2022 | +13,616 | Add 3.76% | 375,932 | $28.22 |
| Q2 2022 | +7,376 | Add 2.08% | 362,316 | $23.44 |
| Q1 2022 | +6,396 | Add 1.84% | 354,940 | $34.74 |
| Q4 2021 | -37,824 | Reduce 9.79% | 348,544 | $35.94 |
| Q3 2021 | +129,792 | Add 50.59% | 386,368 | $21.48 |
| Q2 2021 | -17,536 | Reduce 6.40% | 256,576 | $22.64 |
| Q1 2021 | +13,008 | Add 4.98% | 274,112 | $18.87 |
| Q4 2020 | +36,384 | Add 16.19% | 261,104 | $18.16 |
| Q3 2020 | +59,200 | Add 35.77% | 224,720 | $12.93 |
| Q2 2020 | +165,520 | New Buy | 165,520 | $13.13 |
| Q1 1970 | +5.44 M | Add 0.00% | 5.44 M | $10.62 |
Francois Rochon's Arista Networks Investment FAQs
Francois Rochon first purchased Arista Networks, Inc. (ANET) in Q1 1970, acquiring 5,438,272 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 226 quarters since Q1 1970.
Francois Rochon's largest addition to Arista Networks, Inc. (ANET) was in Q1 1970, adding 5,438,272 shares worth $57.74 M.
According to the latest 13F filing for Q2 2026, Francois Rochon's firm, Giverny Capital Inc., owns 339,892 shares of Arista Networks, Inc. (ANET), valued at approximately $57.74 M.
As of the Q2 2026 filing, Arista Networks, Inc. (ANET) represents approximately 1.94% 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 5,438,272 shares, as reported at the end of Q1 1970.