Position in ANET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,360,388
+$3,793,052 QoQ
Shares Held
55,100
+21.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#520
of 2,241 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $73,230,668 across 9 Computer Hardware names. ANET ranks #4 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDK |
Sandisk Corp
|
8,808 | $20,027,013 | |
| 2 | STX |
Seagate Technology Holdings plc
|
19,870 | $19,174,550 | |
| 3 | WDC |
Western Digital Corp
|
29,372 | $18,760,483 | |
| 4 | ANET |
Arista Networks, Inc.
This page
|
55,100 | $9,360,388 | |
| 5 | DELL |
Dell Technologies Inc.
|
8,811 | $3,801,594 | |
| 6 | LOGI |
Logitech International S.A.
|
9,532 | $896,389 | |
| 7 | P |
Everpure, Inc.
|
7,732 | $609,204 | |
| 8 | QBTS |
D-Wave Quantum Inc.
|
13,574 | $325,640 |
All Filings in ANET
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,360,388 | 55,100 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,567,336 | 45,344 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,876,826 | 44,851 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,603,868 | 45,322 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,085,135 | 39,929 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $4,468,504 | 57,673 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $5,624,540 | 50,887 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $4,883,341 | 12,723 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $4,425,160 | 12,626 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $2,292,581 | 7,906 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $1,791,524 | 7,607 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $1,186,900 | 6,453 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $3,004,754 | 18,541 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $3,088,791 | 18,401 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $2,960,090 | 24,393 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,742,662 | 24,295 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,105,212 | 22,458 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $3,089,525 | 22,230 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,326,518 | 23,141 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,921,634 | 5,592 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $2,026,039 | 5,592 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,181,897 | 3,915 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,340,247 | 8,054 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||