DISCOVERY CAPITAL MANAGEMENT, LLC / CT
Position in ANET — Arista Networks, Inc.
CIK 1389507
SOUTH NORWALK, CT
Position in ANET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,090,713
-$10,257,547 QoQ
Shares Held
12,307
-94.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#969
of 2,241 holders
Holding Since
Jun 2022
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026DISCOVERY CAPITAL MANAGEMENT, LLC / CT holds $474,087,502 across 2 Computer Hardware names. ANET ranks #2 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDK |
Sandisk Corp
|
207,587 | $471,996,789 | |
| 2 | ANET |
Arista Networks, Inc.
This page
|
12,307 | $2,090,713 |
All Filings in ANET
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,090,713 | 12,307 | Shares | Sole | 2026-08-14 | |
| 2023-12-31 | $12,348,260 | 52,432 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,331,136 | 50,732 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $31,899,728 | 196,839 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $36,339,843 | 216,489 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $13,117,206 | 108,094 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $13,334,905 | 118,123 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,345,672 | 89,030 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||