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ANET - Tracking Ruane Cunniff & Goldfarb's Portfolio - Q3 2020 Update
December, 13 2020 08:42 AM
Arista Networks Inc.
Ruane, Cunniff, & Goldfarb’s 13F portfolio value increased from $7.46B to $8.40B this quarter. The number of positions decreased from 37 to 35. They added Intercontinental Exchange and Fidelity National Information Services while decreasing Amazon.com, Alphabet, and Wayfair. The top three positions are Alphabet, Wayfair, and CarMax, and they add up to ~27% of the portfolio. For further details see:
Tracking Ruane, Cunniff & Goldfarb's Portfolio - Q3 2020 Update
Stock Information
Company Name:
Arista Networks Inc.
Stock Symbol:
ANET
Market:
NYSE
Website:
arista.com
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