Position in ANET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$43,813,241
+$25,744,937 QoQ
Shares Held
257,907
+75.3% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#270
of 2,241 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026&PARTNERS holds $102,650,596 across 10 Computer Hardware names. ANET ranks #1 (42.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ANET |
Arista Networks, Inc.
This page
|
257,907 | $43,813,241 | |
| 2 | DELL |
Dell Technologies Inc.
|
53,882 | $23,247,927 | |
| 3 | STX |
Seagate Technology Holdings plc
|
11,948 | $11,529,820 | |
| 4 | WDC |
Western Digital Corp
|
16,891 | $10,788,619 | |
| 5 | SNDK |
Sandisk Corp
|
2,464 | $5,602,470 | |
| 6 | IONQ |
IonQ, Inc.
|
53,498 | $2,849,303 | |
| 7 | P |
Everpure, Inc.
|
26,167 | $2,061,697 | |
| 8 | HPQ |
Hp Inc
|
51,936 | $1,139,475 |
All Filings in ANET
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,813,241 | 257,907 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $18,068,304 | 147,160 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,580,777 | 118,910 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,759,249 | 94,429 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,762,544 | 85,647 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,800,747 | 36,148 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,558,623 | 32,196 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,423,823 | 6,315 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,417,691 | 4,045 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $578,510 | 1,995 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $268,245 | 1,139 | Shares | Sole | 2024-01-09 | |
| No filing history on record for this holder in this stock. | ||||||