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Ruane, Cunniff & Goldfarb

Sequoia Fund

Sequoia Fund Arista Networks stake

total: 59

Sequoia Fund ANET trades

Total transactions:
7
New positions:
1
Sold out:
1
Added:
1
Reduced:
4
Held since:
2019 Q4
Held for:
7 quarters
Latest activity:
2021 Q3
According to 2026 Q1 report, Sequoia Fund doesn't hold any Arista Networks (ANET) shares. To date, the estimated cost basis is nearly $813.19 for "buy" trades and estimated average "sell" price is $1377.04. Sequoia Fund first purchased ANET in 2019 Q4, initially acquiring 156,807 shares. Since the initial investment in Arista Networks (ANET), Sequoia Fund has made 6 more transactions.

When did Sequoia Fund sell Arista Networks (ANET)?

Sequoia Fund sold off the entire Arista Networks (ANET) position in 2021 Q3.

When did Sequoia Fund buy Arista Networks (ANET)?

Sequoia Fund first invested in Arista Networks (ANET) in 2019 Q4 at the reported quarter-end price of $813.60 per share.

What's the cost basis of Sequoia Fund's ANET stake?

The estimated cost basis for Arista Networks (ANET) stake is around $813.19 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$813.19
Weighted AVG sell price:
$1,377.04

Sequoia Fund's historical trades in Arista Networks

7 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2021 Q3
0.00%
0
$1,449.24
-100% (-54,067)
-1.64%
2021 Q2
1.64%
54,067
$1,449.24
$78,356,059
-56.96% (-71,567.75)
-2.25%
2021 Q1
3.29%
125,634.75
$1,207.56
$151,711,499
-29.35% (-52,190)
-1.49%
2020 Q3
3.78%
$827.72
-0.19% (-345.75)
2020 Q2
4.22%
$840.12
-0.04% (-66.5)
2020 Q1
4.97%
$810.20
+13.67% (+21,430.25)
2019 Q4
3.34%
$813.60
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.