Position
ClearAlpha Technologies LP in Arista Networks, Inc.
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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark −$31.7K$131.03 → $122.78
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 3.84K | $502.8K | — | — | — | 1.4% |
| Q1 2026 | 4.97K | $610K | $122.78 | −$31.7K | $138.9K | 1.3% |