Position
Composition Wealth, LLC 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 −$36.8K$131.02 → $122.77
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 4.46K | $584.9K | — | — | — | 0.0% |
| Q1 2026 | 4.56K | $559.3K | $122.77 | −$36.8K | $11.3K | 0.0% |