Skip to main content

Hudson Bay Capital Management LP

Position in ANET — Arista Networks, Inc.

CIK 1393825 STAMFORD, CT

Position in ANET

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$96,566,470
-$6,490,721 QoQ
Shares Held
786,500
-0.0% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in ANET Over Time

Shares Held

Position Value (USD)

Derivatives in ANET

reported options exposure · as of Dec 31, 2025
CallValue
$497,914
CallShares
3,800
PutValue
$0
PutShares
0

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, 2026

Hudson Bay Capital Management LP holds $97,619,024 across 3 Computer Hardware names. ANET ranks #1 (98.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ANET
Arista Networks, Inc.
This page
786,500 $96,566,470

All Filings in ANET

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $96,566,470 786,500
2025-12-31 $497,914 3,800
2025-12-31 $103,057,191 786,516
2025-09-30 $101,039,247 693,427
2025-06-30 $72,524,795 708,873
2025-03-31 $15,575,726 201,029
2025-03-31 $11,622,000 150,000