Position in ANET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$162,278,719
-$299,162,776 QoQ
Shares Held
955,255
-74.6% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#127
of 2,250 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Derivatives in ANET
reported options exposure · as of Jun 30, 2026CallValue
$20,198,732
CallShares
118,900
PutValue
$24,156,936
PutShares
142,200
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, 2026TWO SIGMA INVESTMENTS, LP holds $2,235,908,934 across 19 Computer Hardware names. ANET ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDK |
Sandisk Corp
|
241,675 | $549,503,697 | |
| 2 | SMCI |
Super Micro Computer, Inc.
|
12,937,488 | $450,823,463 | |
| 3 | STX |
Seagate Technology Holdings plc
|
354,816 | $342,397,440 | |
| 4 | DELL |
Dell Technologies Inc.
|
655,299 | $282,735,306 | |
| 5 | ANET |
Arista Networks, Inc.
This page
|
955,255 | $162,278,719 | |
| 6 | HPQ |
Hp Inc
|
6,303,159 | $138,291,308 | |
| 7 | P |
Everpure, Inc.
|
1,683,982 | $132,680,941 | |
| 8 | LOGI |
Logitech International S.A.
|
595,711 | $56,020,662 |
All Filings in ANET
Export CSV
45 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,156,936 | 142,200 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $20,198,732 | 118,900 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $162,278,719 | 955,255 | Shares | Sole | 2026-08-14 | |
| 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 | |
| 2024-09-30 | $28,943,866 | 75,410 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $36,061,938 | 102,893 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,116,854 | 7,300 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,719,223 | 7,300 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $13,464,889 | 80,215 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $86,581,647 | 713,487 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $69,279,012 | 613,686 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $83,954,856 | 895,614 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $58,431,500 | 420,431 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $704,375 | 4,900 | Put | Sole | 2022-02-14 | |
| 2021-12-31 | $83,540,025 | 581,148 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $517,500 | 3,600 | Call | Sole | 2022-02-14 | |
| 2021-09-30 | $71,781,928 | 208,887 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $1,580,744 | 4,600 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $1,030,920 | 3,000 | Put | Sole | 2021-11-15 | |
| 2021-06-30 | $362,310 | 1,000 | Call | Sole | 2021-08-16 | |
| 2021-06-30 | $3,583,974 | 9,892 | Shares | Sole | 2021-08-16 | |
| 2021-06-30 | $289,848 | 800 | Put | Sole | 2021-08-16 | |
| 2021-03-31 | $1,600,014 | 5,300 | Call | Sole | 2021-05-17 | |
| 2021-03-31 | $1,962,282 | 6,500 | Put | Sole | 2021-05-17 | |
| 2020-12-31 | $6,871,971 | 23,650 | Shares | Sole | 2021-02-16 | |
| 2020-12-31 | $697,367 | 2,400 | Put | Sole | 2021-02-16 | |
| 2020-12-31 | $668,310 | 2,300 | Call | Sole | 2021-02-16 | |
| 2020-09-30 | $413,859 | 2,000 | Call | Sole | 2020-11-16 | |
| 2020-09-30 | $827,718 | 4,000 | Put | Sole | 2020-11-16 | |
| 2020-09-30 | $4,121,416 | 19,917 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $420,060 | 2,000 | Put | Sole | 2020-08-14 | |
| 2020-06-30 | $12,211,167 | 58,140 | Shares | Sole | 2020-08-14 | |
| 2020-06-30 | $378,054 | 1,800 | Call | Sole | 2020-08-14 | |
| 2020-03-31 | $789,946 | 3,900 | Shares | Sole | 2020-05-15 | |
| 2020-03-31 | $2,390,094 | 11,800 | Put | Sole | 2020-05-15 | |
| 2020-03-31 | $1,093,772 | 5,400 | Call | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||