Position in ANET
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$7,094,188
+$6,322,188 QoQ
Shares Held
41,760
Ownership
0.003%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#588
of 2,241 holders
Holding Since
Jun 2021
3 quarters on record
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026Fulcrum Asset Management LLP holds $16,273,034 across 6 Computer Hardware names. ANET ranks #1 (43.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ANET |
Arista Networks, Inc.
This page
|
41,760 | $7,094,188 | |
| 2 | SNDK |
Sandisk Corp
|
2,012 | $4,574,744 | |
| 3 | WDC |
Western Digital Corp
|
5,658 | $3,613,877 | |
| 4 | SMCI |
Super Micro Computer, Inc.
|
16,814 | $493,154 | |
| 5 | QUBT |
Quantum Computing Inc.
|
29,352 | $284,714 | |
| 6 | HPQ |
Hp Inc
|
9,679 | $212,357 |
All Filings in ANET
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,094,188 | 41,760 | Shares | Sole | 2026-08-18 | |
| 2022-03-31 | $772,000 | 0 | Principal | Sole | 2022-05-10 | |
| 2021-06-30 | $1,809,000 | 0 | Principal | Sole | 2021-07-13 | |
| No filing history on record for this holder in this stock. | ||||||