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Disclosery

Giverny Capital Inc.: ANET position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Giverny Capital Inc. on ANET, newest first. How the timeline and the estimate are built.

Giverny Capital Inc. held 339,892 ANET shares at 2026-06-30 per its 13F-HR/A filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 339,892 shares
    Change vs previous 13F -83,469 shares

    1.94% of the 13F portfolio, value $57,740,853.

    13F-HR/A 0001641864-26-000010 filed by Giverny Capital Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 423,361 shares
    Change vs previous 13F +4,203 shares

    1.9% of the 13F portfolio, value $51,981,534.

    13F-HR 0001641864-26-000004 filed by Giverny Capital Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 419,158 shares
    Change vs previous 13F +6,759 shares

    1.83% of the 13F portfolio, value $54,922,273.

    13F-HR 0001641864-26-000002 filed by Giverny Capital Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 412,399 shares
    Change vs previous 13F -70,162 shares

    2.04% of the 13F portfolio, value $60,090,658.

    13F-HR/A 0001641864-25-000012 filed by Giverny Capital Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 482,561 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $49,370,816.

    13F-HR 0001641864-25-000007 filed by Giverny Capital Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).