Lee Ainslie's ANET Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 6,785 shares of Arista Networks, Inc. (ANET) worth $1.15 M, representing 0.01% of the portfolio. First purchased in 2017-Q2, this medium-term investment has been held for 20 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in ANET, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2023, adding 1.07 M shares. Largest reduction occurred in Q2 2023, reducing 1.15 M shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's Arista Networks (ANET) Holding Value Over Time
Track share changes against reported price movement
Quarterly Arista Networks (ANET) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +6,785 | New Buy | 6,785 | $169.88 |
| Q2 2024 | -23,616 | Sold Out | 0 | $0.00 |
| Q1 2024 | +13,796 | Add 140.49% | 23,616 | $72.50 |
| Q4 2023 | -2,696 | Reduce 21.54% | 9,820 | $58.88 |
| Q3 2023 | -4,960 | Reduce 28.38% | 12,516 | $45.98 |
| Q2 2023 | -1.15 M | Reduce 98.50% | 17,476 | $40.51 |
| Q1 2023 | +1.07 M | Add 1129.75% | 1.17 M | $41.97 |
| Q4 2022 | -15,636 | Reduce 14.14% | 94,924 | $30.34 |
| Q3 2022 | +110,560 | New Buy | 110,560 | $28.22 |
| Q4 2021 | -80,464 | Sold Out | 0 | $0.00 |
| Q3 2021 | +25,136 | Add 45.43% | 80,464 | $21.48 |
| Q2 2021 | -9,136 | Reduce 14.17% | 55,328 | $22.65 |
| Q1 2021 | -37,632 | Reduce 36.86% | 64,464 | $18.86 |
| Q4 2020 | -28,736 | Reduce 21.96% | 102,096 | $18.16 |
| Q3 2020 | +41,600 | Add 46.62% | 130,832 | $12.93 |
| Q2 2020 | +89,232 | New Buy | 89,232 | $13.12 |
| Q1 2018 | -422,880 | Sold Out | 0 | $0.00 |
| Q4 2017 | +422,880 | New Buy | 422,880 | $14.72 |
| Q3 2017 | -255,360 | Sold Out | 0 | $0.00 |
| Q2 2017 | +255,360 | New Buy | 255,360 | $9.36 |
Lee Ainslie's Arista Networks Investment FAQs
Lee Ainslie first purchased Arista Networks, Inc. (ANET) in Q2 2017, acquiring 255,360 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie has held Arista Networks, Inc. (ANET) for 20 quarters since Q2 2017.
Lee Ainslie's largest addition to Arista Networks, Inc. (ANET) was in Q1 2023, adding 1,167,328 shares worth $48.99 M.
According to the latest 13F filing for Q2 2026, Lee Ainslie's firm, Maverick Capital LTD, owns 6,785 shares of Arista Networks, Inc. (ANET), valued at approximately $1.15 M.
As of the Q2 2026 filing, Arista Networks, Inc. (ANET) represents approximately 0.01% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in Arista Networks, Inc. (ANET) was 1,167,328 shares, as reported at the end of Q1 2023.