Position in ANET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$461,441,495
+$247,758,820 QoQ
Shares Held
3,758,279
+130.5% QoQ
Ownership
0.298%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 98.4460972695215.ToString("F0")%
Shared 0.ToString("F0")%
None 1.5539027304784983.ToString("F0")%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Derivatives in ANET
reported options exposure · as of Mar 31, 2026CallValue
$11,234,370
CallShares
91,500
PutValue
$12,081,552
PutShares
98,400
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, 2026TWO SIGMA INVESTMENTS, LP holds $1,792,669,440 across 20 Computer Hardware names. ANET ranks #3 (25.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
|
3,033,333 | $497,860,945 | |
| 2 | SNDK |
Sandisk Corp
|
762,726 | $484,590,336 | |
| 3 | ANET |
Arista Networks, Inc.
This page
|
3,758,279 | $461,441,495 | |
| 4 | P |
Everpure, Inc.
|
1,651,020 | $97,476,220 | |
| 5 | IONQ |
IonQ, Inc.
|
2,343,951 | $67,576,107 | |
| 6 | HPQ |
Hp Inc
|
2,092,106 | $40,189,356 | |
| 7 | STX |
Seagate Technology Holdings plc
|
102,525 | $40,165,194 | |
| 8 | RGTI |
Rigetti Computing, Inc.
|
2,786,495 | $39,122,389 |
All Filings in ANET
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,081,552 | 98,400 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $11,234,370 | 91,500 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $461,441,495 | 3,758,279 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,717,080 | 36,000 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $213,682,675 | 1,630,792 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $4,638,462 | 35,400 | Put | Sole | 2026-02-17 | |
| 2025-09-30 | $194,016,507 | 1,331,525 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $161,439,246 | 1,577,942 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $214,391,653 | 2,767,058 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $50,853,858 | 460,091 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||