Position
one8zero8, LLC in Arista Networks, Inc.
Back to the book · All holders of ANET
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 −$346.1K$131.03 → $122.78
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 42K | $5.5M | — | — | — | 1.2% |
| Q1 2026 | 42.5K | $5.22M | $122.78 | −$346.1K | $73.7K | 1.2% |