Position in ANET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,176,029
-$5,796,360 QoQ
Shares Held
17,723
-70.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.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 Mar 31, 2026CallValue
$7,268,576
CallShares
59,200
PutValue
$368,340
PutShares
3,000
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, 2026Balyasny Asset Management L.P. holds $357,817,530 across 11 Computer Hardware names. ANET ranks #5 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WDC |
Western Digital Corp
|
616,559 | $166,773,043 | |
| 2 | STX |
Seagate Technology Holdings plc
|
396,136 | $155,190,239 | |
| 3 | SNDK |
Sandisk Corp
|
28,337 | $18,003,629 | |
| 4 | LOGI |
Logitech International S.A.
|
141,497 | $12,893,206 | |
| 5 | ANET |
Arista Networks, Inc.
This page
|
17,723 | $2,176,029 | |
| 6 | DELL |
Dell Technologies Inc.
|
9,773 | $1,604,042 | |
| 7 | QBTS |
D-Wave Quantum Inc.
|
38,581 | $556,723 | |
| 8 | HPQ |
Hp Inc
|
13,702 | $263,215 |
All Filings in ANET
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| No filing history on record for this holder in this stock. | ||||||