Position in ANET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$83,079,304
+$80,903,275 QoQ
Shares Held
489,047
+2659.4% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#186
of 2,250 holders
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Derivatives in ANET
reported options exposure · as of Jun 30, 2026CallValue
$883,376
CallShares
5,200
PutValue
$2,106,512
PutShares
12,400
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 Jun 30, 2026Balyasny Asset Management L.P. holds $748,520,213 across 18 Computer Hardware names. ANET ranks #5 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STX |
Seagate Technology Holdings plc
|
256,151 | $247,185,715 | |
| 2 | SNDK |
Sandisk Corp
|
87,932 | $199,933,625 | |
| 3 | WDC |
Western Digital Corp
|
156,483 | $99,948,821 | |
| 4 | SMCI |
Super Micro Computer, Inc.
|
2,841,577 | $83,343,453 | |
| 5 | ANET |
Arista Networks, Inc.
This page
|
489,047 | $83,079,304 | |
| 6 | P |
Everpure, Inc.
|
227,744 | $17,943,949 | |
| 7 | DDD |
3D Systems Corp
|
1,759,470 | $5,313,599 | |
| 8 | DELL |
Dell Technologies Inc.
|
6,869 | $2,963,697 |
All Filings in ANET
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,079,304 | 489,047 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $2,106,512 | 12,400 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $883,376 | 5,200 | Call | Sole | 2026-08-14 | |
| 2026-03-31 | $2,176,029 | 17,723 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $368,340 | 3,000 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $7,268,576 | 59,200 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $6,538,397 | 49,900 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $1,637,875 | 12,500 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $7,972,389 | 60,844 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,431,210 | 51,000 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $2,331,360 | 16,000 | Put | Sole | 2025-11-14 | |
| 2025-06-30 | $1,995,045 | 19,500 | Put | Sole | 2025-08-14 | |
| 2025-06-30 | $373,122,216 | 3,646,977 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $21,792,030 | 213,000 | Call | Sole | 2025-08-14 | |
| 2025-03-31 | $8,708,752 | 112,400 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $1,355,900 | 17,500 | Put | Sole | 2025-05-15 | |
| 2024-12-31 | $258,201,727 | 2,336,033 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $169,942,062 | 442,765 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $559,015 | 1,595 | Shares | Sole | 2024-08-14 | |
| 2024-06-30 | $1,401,920 | 4,000 | Put | Sole | 2024-08-14 | |
| 2024-03-31 | $87,216,414 | 300,767 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $64,017,741 | 271,826 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $12,669,202 | 78,176 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,790,277 | 22,580 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $8,786,224 | 72,404 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $564,450 | 5,000 | Put | Sole | 2022-11-15 | |
| 2022-03-31 | $24,469,096 | 176,062 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $45,342,200 | 315,424 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $2,053,575 | 5,668 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,478,975 | 11,524 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $17,434,176 | 60,000 | Call | Sole | 2021-02-16 | |
| 2020-12-31 | $44,710,816 | 153,873 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||