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Create Free AccountSeaTown Holdings Pte. Ltd. significantly increased its equity positions in Arista Networks (ANET) and AutoZone (AZO) during the fourth quarter. The firm raised its stake in Arista Networks by 46.3%, elevating the stock to its tenth-largest position. This move follows Arista's impressive financial performance, which included a 28.9% year-over-year revenue growth and a significant earnings beat. Additionally, SeaTown expanded its holdings in AutoZone, making it the fourth-largest position in its portfolio with a valuation of $10.73 million. These strategic adjustments reflect growing institutional confidence in both companies' long-term growth prospects and operational strength. Market analysts suggest that such institutional accumulation often provides a price floor, signaling stability despite high market valuations.