Position in ANET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,343,210,998
-$122,221,829 QoQ
Shares Held
27,229,280
+3.0% QoQ
Ownership
2.16%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 99.92603550295857.ToString("F0")%
Shared 0.ToString("F0")%
None 0.07396449704142012.ToString("F0")%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Mar 31, 2026GEODE CAPITAL MANAGEMENT, LLC holds $13,779,677,819 across 35 Computer Hardware names. ANET ranks #1 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ANET |
Arista Networks, Inc.
This page
|
27,229,280 | $3,343,210,998 | |
| 2 | SNDK |
Sandisk Corp
|
4,212,772 | $2,676,542,561 | |
| 3 | WDC |
Western Digital Corp
|
9,477,201 | $2,563,488,098 | |
| 4 | STX |
Seagate Technology Holdings plc
|
5,060,828 | $1,982,629,976 | |
| 5 | DELL |
Dell Technologies Inc.
|
7,722,962 | $1,267,569,752 | |
| 6 | HPQ |
Hp Inc
|
30,103,029 | $578,279,186 | |
| 7 | P |
Everpure, Inc.
|
8,120,350 | $479,425,463 | |
| 8 | SMCI |
Super Micro Computer, Inc.
|
14,155,928 | $322,330,480 |
All Filings in ANET
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,343,210,998 | 27,229,280 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,465,432,827 | 26,447,629 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $3,784,089,282 | 25,970,004 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $2,616,729,975 | 25,576,483 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,971,672,764 | 25,447,506 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,670,996,687 | 24,165,355 | Shares | Defined | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||