Position in ANET
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$91,347,337
-$1,681,734 QoQ
Shares Held
743,992
+4.8% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Mar 31, 2026NOMURA ASSET MANAGEMENT CO LTD holds $387,599,129 across 10 Computer Hardware names. ANET ranks #2 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WDC |
Western Digital Corp
|
509,267 | $137,751,629 | |
| 2 | ANET |
Arista Networks, Inc.
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|
743,992 | $91,347,337 | |
| 3 | DELL |
Dell Technologies Inc.
|
409,805 | $67,261,293 | |
| 4 | SNDK |
Sandisk Corp
|
56,678 | $36,009,799 | |
| 5 | STX |
Seagate Technology Holdings plc
|
87,967 | $34,461,951 | |
| 6 | HPQ |
Hp Inc
|
416,586 | $8,002,617 | |
| 7 | P |
Everpure, Inc.
|
99,690 | $5,885,697 | |
| 8 | SMCI |
Super Micro Computer, Inc.
|
183,247 | $4,172,534 |
All Filings in ANET
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $91,347,337 | 743,992 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $93,029,071 | 709,983 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $79,925,139 | 548,522 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $36,487,326 | 356,635 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $88,839,419 | 1,146,611 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $160,486,021 | 1,451,968 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||