Position in ANET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$160,656,524
-$13,302,572 QoQ
Shares Held
1,308,491
-1.4% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 99.7350382998431.ToString("F0")%
Shared 0.ToString("F0")%
None 0.2649617001568983.ToString("F0")%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Mar 31, 2026VICTORY CAPITAL MANAGEMENT INC holds $1,045,111,183 across 14 Computer Hardware names. ANET ranks #3 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDK |
Sandisk Corp
|
402,714 | $255,860,312 | |
| 2 | DELL |
Dell Technologies Inc.
|
1,217,795 | $199,876,693 | |
| 3 | ANET |
Arista Networks, Inc.
This page
|
1,308,491 | $160,656,524 | |
| 4 | WDC |
Western Digital Corp
|
497,009 | $134,435,964 | |
| 5 | P |
Everpure, Inc.
|
1,883,672 | $111,211,994 | |
| 6 | STX |
Seagate Technology Holdings plc
|
195,670 | $76,655,679 | |
| 7 | HPQ |
Hp Inc
|
3,641,958 | $69,962,013 | |
| 8 | IONQ |
IonQ, Inc.
|
647,457 | $18,666,185 |
All Filings in ANET
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $160,656,524 | 1,308,491 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $173,959,096 | 1,327,628 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $359,312,554 | 2,465,943 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $288,486,983 | 2,819,734 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $111,377,654 | 1,437,502 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $175,597,021 | 1,588,682 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||