ADAGE CAPITAL PARTNERS GP, L.L.C.

Position in ANET — Arista Networks, Inc.

CIK 1165408 Boston, MA

Position in ANET

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$187,870,292

+$74,286,514 QoQ

Shares Held

1,105,900

+19.5% QoQ

Ownership

0.088%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#115

of 2,241 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

ADAGE CAPITAL PARTNERS GP, L.L.C. holds $962,796,800 across 7 Computer Hardware names. ANET ranks #4 (19.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNDK	Sandisk Corp	115,099	$261,704,049
2	WDC	Western Digital Corp	307,437	$196,366,160
3	STX	Seagate Technology Holdings plc	200,000	$193,000,000
4	ANET	Arista Networks, Inc. This page	1,105,900	$187,870,292
5	DELL	Dell Technologies Inc.	232,800	$100,443,888
6	SMCI	Super Micro Computer, Inc.	431,600	$12,658,828
7	HPQ	Hp Inc	490,136	$10,753,583

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$187,870,292	1,105,900	+19.5%	Shares	Sole	2026-08-14
2026-03-31	$113,583,778	925,100	+0.9%	Shares	Sole	2026-05-15
2025-12-31	$120,180,716	917,200	+2.2%	Shares	Sole	2026-02-17
2025-09-30	$130,731,012	897,200	+3.3%	Shares	Sole	2025-11-14
2025-06-30	$88,825,542	868,200	+3.0%	Shares	Sole	2025-08-14
2025-03-31	$65,300,144	842,800	-8.0%	Shares	Sole	2025-05-15
2024-12-31	$101,223,374	915,800	+302.0%	Shares	Sole	2025-02-14
2024-09-30	$87,434,196	227,800	-0.3%	Shares	Sole	2024-11-14
2024-06-30	$80,084,680	228,500	-2.6%	Shares	Sole	2024-08-14
2024-03-31	$68,058,306	234,700	+1.0%	Shares	Sole	2024-05-15
2023-12-31	$54,708,973	232,300	+18.0%	Shares	Sole	2024-02-14
2023-09-30	$36,197,424	196,800	-4.6%	Shares	Sole	2023-11-14
2023-06-30	$33,432,978	206,300	+3.0%	Shares	Other	2023-08-14
2023-03-31	$33,622,358	200,300	-7.6%	Shares	Sole	2023-05-15
2022-12-31	$26,308,680	216,800	-4.1%	Shares	Sole	2023-02-14
2022-09-30	$25,524,429	226,100	+8.0%	Shares	Sole	2022-11-14
2022-06-30	$19,629,156	209,400	+0.1%	Shares	Sole	2022-08-15
2022-03-31	$29,074,616	209,200	-12.5%	Shares	Sole	2022-05-16
2021-12-31	$34,356,250	239,000	+302.7%	Shares	Sole	2022-02-14
2021-09-30	$20,395,034	59,350	-1.5%	Shares	Sole	2021-11-15
2021-06-30	$21,829,201	60,250	+15.5%	Shares	Sole	2021-08-16
2021-03-31	$15,743,542	52,150	+17.9%	Shares	Sole	2021-05-17
2020-12-31	$12,857,704	44,250	-8.5%	Shares	Sole	2021-02-16
2020-09-30	$10,005,046	48,350	+6.6%	Shares	Sole	2020-11-16
2020-06-30	$9,524,878	45,350	+19.5%	Shares	Sole	2020-08-14
2020-03-31	$7,686,787	37,950	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.