Position in ANET
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$3,331,758
-$63,360 QoQ
Shares Held
27,136
+4.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.40%
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 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Mar 31, 2026HBK Sorce Advisory LLC holds $5,477,998 across 7 Computer Hardware names. ANET ranks #1 (60.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ANET |
Arista Networks, Inc.
This page
|
27,136 | $3,331,758 | |
| 2 | STX |
Seagate Technology Holdings plc
|
2,284 | $894,779 | |
| 3 | DELL |
Dell Technologies Inc.
|
3,125 | $512,906 | |
| 4 | SMCI |
Super Micro Computer, Inc.
|
15,309 | $348,585 | |
| 5 | WDC |
Western Digital Corp
|
824 | $222,883 | |
| 6 | SNDK |
Sandisk Corp
|
242 | $153,752 | |
| 7 | CAN |
Canaan Inc.
|
30,870 | $13,335 |
All Filings in ANET
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,331,758 | 27,136 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,395,118 | 25,911 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,044,901 | 20,897 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2,389,347 | 23,354 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,785,604 | 23,046 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,192,141 | 19,833 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||