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Davidson Capital Management Inc. → ANET
Davidson Capital Management Inc. ANET Position History
Arista Networks, Inc. • Technology
Quarters held
4
Latest value
$8M
Q3 2026
Peak value
$8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.6M |
| Q1 2026 | $4.8M |
| Q2 2026 | $6.7M |
| Q3 2026 | $8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8M | 39.2K | — | — |
| Q2 2026 | $6.7M | 39.7K | — | — |
| Q1 2026 | $4.8M | 39.0K | — | — |
| Q4 2025 | $1.6M | 12.2K | — | — |