Position in ANET
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$599,199,917
+$156,621,852 QoQ
Shares Held
4,880,273
+44.5% QoQ
Ownership
0.388%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 97.83739557192804.ToString("F0")%
None 2.1626044280719543.ToString("F0")%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Mar 31, 2026JANUS HENDERSON GROUP PLC holds $1,246,430,015 across 14 Computer Hardware names. ANET ranks #1 (48.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ANET |
Arista Networks, Inc.
This page
|
4,880,273 | $599,199,917 | |
| 2 | STX |
Seagate Technology Holdings plc
|
967,528 | $379,038,767 | |
| 3 | SNDK |
Sandisk Corp
|
217,521 | $138,199,792 | |
| 4 | DELL |
Dell Technologies Inc.
|
528,840 | $86,798,507 | |
| 5 | WDC |
Western Digital Corp
|
51,727 | $13,991,635 | |
| 6 | P |
Everpure, Inc.
|
185,408 | $10,946,487 | |
| 7 | LOGI |
Logitech International S.A.
|
89,147 | $8,123,074 | |
| 8 | RGTI |
Rigetti Computing, Inc.
|
199,987 | $2,807,816 |
All Filings in ANET
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $599,199,917 | 4,880,273 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $442,578,065 | 3,377,685 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $289,931,279 | 1,989,783 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $104,163,959 | 1,018,121 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $75,499,067 | 974,433 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $107,385,088 | 971,547 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||