Position in ANET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$48,743,660
-$41,050,674 QoQ
Shares Held
397,000
-42.1% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.07%
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 100.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
$331,506
CallShares
2,700
PutValue
$184,170
PutShares
1,500
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, 2026MARSHALL WACE, LLP holds $883,326,782 across 18 Computer Hardware names. ANET ranks #4 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDK |
Sandisk Corp
|
564,586 | $358,704,067 | |
| 2 | WDC |
Western Digital Corp
|
931,323 | $251,913,557 | |
| 3 | SMCI |
Super Micro Computer, Inc.
|
7,188,017 | $163,671,146 | |
| 4 | ANET |
Arista Networks, Inc.
This page
|
397,000 | $48,743,660 | |
| 5 | LOGI |
Logitech International S.A.
|
359,586 | $32,765,475 | |
| 6 | DDD |
3D Systems Corp
|
3,185,695 | $5,989,105 | |
| 7 | STX |
Seagate Technology Holdings plc
|
14,425 | $5,651,138 | |
| 8 | QBTS |
D-Wave Quantum Inc.
|
340,363 | $4,911,438 |
All Filings in ANET
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $48,743,660 | 397,000 | Shares | Other | 2026-05-15 | |
| 2026-03-31 | $331,506 | 2,700 | Call | Other | 2026-05-15 | |
| 2026-03-31 | $184,170 | 1,500 | Put | Other | 2026-05-15 | |
| 2025-12-31 | $22,694,396 | 173,200 | Put | Other | 2026-02-13 | |
| 2025-12-31 | $445,502 | 3,400 | Call | Other | 2026-02-13 | |
| 2025-12-31 | $89,794,334 | 685,296 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $50,156,878 | 344,224 | Shares | Other | 2025-11-13 | |
| 2025-09-30 | $101,997 | 700 | Put | Other | 2025-11-13 | |
| 2025-06-30 | $179,610,218 | 1,755,549 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $280,469,076 | 3,619,890 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $79,927,005 | 723,125 | Shares | Other | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||