Position in ANET
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$255,114,616
+$14,318,820 QoQ
Shares Held
2,077,819
+13.1% QoQ
Ownership
0.165%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.03315976993183718.ToString("F0")%
Shared 99.96684023006817.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 Dec 31, 2025CallValue
$37,342
CallShares
285
PutValue
$97,484
PutShares
744
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, 2026BNP PARIBAS ARBITRAGE, SA holds $2,051,002,374 across 24 Computer Hardware names. ANET ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDK |
Sandisk Corp
|
1,251,179 | $794,924,065 | |
| 2 | WDC |
Western Digital Corp
|
1,188,956 | $321,600,708 | |
| 3 | ANET |
Arista Networks, Inc.
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|
2,077,819 | $255,114,616 | |
| 4 | STX |
Seagate Technology Holdings plc
|
590,505 | $231,336,238 | |
| 5 | DELL |
Dell Technologies Inc.
|
1,349,846 | $221,550,223 | |
| 6 | SMCI |
Super Micro Computer, Inc.
|
5,432,942 | $123,708,089 | |
| 7 | IONQ |
IonQ, Inc.
|
1,221,885 | $35,226,944 | |
| 8 | HPQ |
Hp Inc
|
1,775,478 | $34,106,932 |
All Filings in ANET
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $255,114,616 | 2,077,819 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $37,342 | 285 | Call | Defined | 2026-02-10 | |
| 2025-12-31 | $240,795,796 | 1,837,715 | Shares | Defined | 2026-02-10 | |
| 2025-12-31 | $97,484 | 744 | Put | Defined | 2026-02-10 | |
| 2025-09-30 | $168,521,774 | 1,156,556 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $62,654 | 430 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $165,960 | 1,139 | Put | Defined | 2025-11-13 | |
| 2025-06-30 | $128,937,507 | 1,260,263 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $96,577 | 944 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $121,844 | 1,191 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $23,938 | 309 | Call | Defined | 2025-05-14 | |
| 2025-03-31 | $227,946,005 | 2,941,998 | Shares | Defined | 2025-05-14 | |
| 2025-03-31 | $738,376 | 9,530 | Put | Defined | 2025-05-14 | |
| 2024-12-31 | $30,835 | 279 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $71,290 | 645 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $217,111,204 | 1,964,274 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||