Position in ANET
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$11,790,072
-$7,731,432 QoQ
Shares Held
96,026
-35.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.11%
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
$15,114,218
CallShares
123,100
PutValue
$31,087,896
PutShares
253,200
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, 2026CAPITAL FUND MANAGEMENT S.A. holds $197,785,968 across 8 Computer Hardware names. ANET ranks #4 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDK |
Sandisk Corp
|
191,037 | $121,373,447 | |
| 2 | WDC |
Western Digital Corp
|
100,563 | $27,201,285 | |
| 3 | SMCI |
Super Micro Computer, Inc.
|
978,307 | $22,276,050 | |
| 4 | ANET |
Arista Networks, Inc.
This page
|
96,026 | $11,790,072 | |
| 5 | QUBT |
Quantum Computing Inc.
|
1,700,895 | $11,651,130 | |
| 6 | P |
Everpure, Inc.
|
36,582 | $2,159,801 | |
| 7 | LOGI |
Logitech International S.A.
|
10,567 | $962,865 | |
| 8 | VELO |
Velo3D, Inc.
|
39,544 | $371,318 |
All Filings in ANET
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,087,896 | 253,200 | Put | Sole | 2026-05-14 | |
| 2026-03-31 | $11,790,072 | 96,026 | Shares | Sole | 2026-05-14 | |
| 2026-03-31 | $15,114,218 | 123,100 | Call | Sole | 2026-05-14 | |
| 2025-12-31 | $19,521,504 | 148,985 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $46,830,122 | 357,400 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $67,716,304 | 516,800 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $32,181,364 | 220,859 | Shares | Sole | 2025-11-13 | |
| 2025-09-30 | $65,613,213 | 450,300 | Call | Sole | 2025-11-13 | |
| 2025-09-30 | $36,908,343 | 253,300 | Put | Sole | 2025-11-13 | |
| 2025-06-30 | $62,163,556 | 607,600 | Call | Sole | 2025-08-13 | |
| 2025-06-30 | $33,537,218 | 327,800 | Put | Sole | 2025-08-13 | |
| 2025-03-31 | $38,825,228 | 501,100 | Call | Sole | 2025-05-14 | |
| 2025-03-31 | $33,649,564 | 434,300 | Shares | Sole | 2025-05-14 | |
| 2025-03-31 | $7,608,536 | 98,200 | Put | Sole | 2025-05-14 | |
| 2024-12-31 | $15,291,825 | 138,350 | Shares | Sole | 2025-02-13 | |
| 2024-12-31 | $61,045,719 | 552,300 | Call | Sole | 2025-02-13 | |
| 2024-12-31 | $45,869,950 | 415,000 | Put | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||