Makes the network switches that link computers in big data centers.
Sold some
Giverny Capital still owns 339,892 shares of Arista Networks, worth about $58 million, or $2 of every $100 they have in stocks. Between April and June they sold 83,469 shares (down 20%).
Mar 31
423,361
Jun 30
339,892
The numbers
Shares they own
339,892
Change since Mar 31
−83,469
−19.7%
Shares on Mar 31
423,361
Value on Jun 30, 2026
$57,740,853
about $58 million
Share of their money
1.9%
$2 of every $100 · 20th of 49
Price per share on Jun 30
$169.88
Value of the shares they sold
about $14 million
at the Jun 30 price
Kind
Shares
More about Arista Networks ›
The value uses the price on Jun 30, 2026. The fund may have paid a different price.