Position in ANET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,479,709
+$9,860,750 QoQ
Shares Held
132,327
+28.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#374
of 2,250 holders
Holding Since
Sep 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Derivatives in ANET
reported options exposure · as of Jun 30, 2026CallValue
$7,457,732
CallShares
43,900
PutValue
$2,361,332
PutShares
13,900
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 Jun 30, 2026NOMURA HOLDINGS INC holds $244,430,425 across 12 Computer Hardware names. ANET ranks #5 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDK |
Sandisk Corp
|
36,750 | $83,559,576 | |
| 2 | STX |
Seagate Technology Holdings plc
|
64,295 | $62,044,675 | |
| 3 | IONQ |
IonQ, Inc.
|
630,196 | $33,564,238 | |
| 4 | WDC |
Western Digital Corp
|
39,445 | $25,194,309 | |
| 5 | ANET |
Arista Networks, Inc.
This page
|
132,327 | $22,479,709 | |
| 6 | DELL |
Dell Technologies Inc.
|
18,339 | $7,912,543 | |
| 7 | SMCI |
Super Micro Computer, Inc.
|
135,128 | $4,302,753 | |
| 8 | RGTI |
Rigetti Computing, Inc.
|
150,124 | $2,900,395 |
All Filings in ANET
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,479,709 | 132,327 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $7,457,732 | 43,900 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $2,361,332 | 13,900 | Put | Defined | 2026-08-14 | |
| 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 | $10,611,183 | 103,716 | Shares | Defined | 2025-08-18 | |
| 2025-06-30 | $8,645,195 | 84,500 | Call | Defined | 2025-08-18 | |
| 2025-06-30 | $18,845,502 | 184,200 | Put | 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 | |
| 2024-09-30 | $11,744,892 | 30,600 | Call | Defined | 2025-01-13 | |
| 2024-09-30 | $1,794,357 | 4,675 | Shares | Defined | 2025-01-13 | |
| 2024-06-30 | $3,519,519 | 10,042 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $583,149 | 2,011 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,193,093 | 5,066 | Shares | Defined | 2024-03-27 | |
| 2023-06-30 | $617,124 | 3,808 | Shares | Defined | 2023-08-14 | |
| 2022-03-31 | $617,905 | 4,446 | Shares | Sole | 2022-05-18 | |
| 2021-12-31 | $573,706 | 3,991 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $576,971 | 1,679 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $434,047 | 1,198 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $417,814 | 1,384 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,552,803 | 5,344 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,026,991 | 4,963 | Shares | Defined | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||