Position in ANET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$12,618,959
-$6,213,720 QoQ
Shares Held
102,777
-28.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.13%
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)
Derivatives in ANET
reported options exposure · as of Mar 31, 2026CallValue
$4,948,034
CallShares
40,300
PutValue
$1,473,360
PutShares
12,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Computer Hardware
Technology · as of Mar 31, 2026NOMURA HOLDINGS INC holds $103,624,093 across 8 Computer Hardware names. ANET ranks #5 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STX |
Seagate Technology Holdings plc
|
69,370 | $27,176,390 | |
| 2 | IONQ |
IonQ, Inc.
|
600,494 | $17,312,242 | |
| 3 | SNDK |
Sandisk Corp
|
25,723 | $16,342,850 | |
| 4 | SMCI |
Super Micro Computer, Inc.
|
711,680 | $16,204,952 | |
| 5 | ANET |
Arista Networks, Inc.
This page
|
102,777 | $12,618,959 | |
| 6 | WDC |
Western Digital Corp
|
35,958 | $9,726,278 | |
| 7 | DELL |
Dell Technologies Inc.
|
16,777 | $2,753,609 | |
| 8 | HPQ |
Hp Inc
|
77,502 | $1,488,813 |
All Filings in ANET
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,473,360 | 12,000 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $4,948,034 | 40,300 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $12,618,959 | 102,777 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $24,135,726 | 184,200 | Put | Defined | 2026-02-17 | |
| 2025-12-31 | $18,832,679 | 143,728 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $12,211,996 | 93,200 | Call | Defined | 2026-02-17 | |
| 2025-09-30 | $15,491,741 | 106,319 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $26,839,782 | 184,200 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $13,580,172 | 93,200 | Call | Defined | 2025-11-14 | |
| 2025-06-30 | $18,845,502 | 184,200 | Put | Defined | 2025-08-18 | |
| 2025-06-30 | $10,611,183 | 103,716 | Shares | Defined | 2025-08-18 | |
| 2025-06-30 | $8,645,195 | 84,500 | Call | Defined | 2025-08-18 | |
| 2025-03-31 | $11,248,854 | 145,184 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $6,547,060 | 84,500 | Put | Defined | 2025-05-15 | |
| 2025-03-31 | $6,547,060 | 84,500 | Call | Defined | 2025-05-15 | |
| 2024-12-31 | $4,896,588 | 44,301 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||