Position in ANET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$105,920,180
+$9,353,710 QoQ
Shares Held
623,500
-20.7% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 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, 2025CallValue
$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 Jun 30, 2026Hudson Bay Capital Management LP holds $922,720,269 across 8 Computer Hardware names. ANET ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDK |
Sandisk Corp
|
306,118 | $696,029,680 | |
| 2 | SMCI |
Super Micro Computer, Inc.
|
2,225,000 | $115,611,000 | |
| 3 | ANET |
Arista Networks, Inc.
This page
|
623,500 | $105,920,180 | |
| 4 | IONQ |
IonQ, Inc.
|
76,330 | $4,065,335 | |
| 5 | DELL |
Dell Technologies Inc.
|
990 | $427,145 | |
| 6 | BTCT |
BTC Digital Ltd.
|
438,596 | $359,648 | |
| 7 | P |
Everpure, Inc.
|
3,900 | $307,281 | |
| 8 | RGTI |
Rigetti Computing, Inc.
|
135,000 | $0 |
All Filings in ANET
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,920,180 | 623,500 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $96,566,470 | 786,500 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $497,914 | 3,800 | Call | Defined | 2026-02-13 | |
| 2025-12-31 | $103,057,191 | 786,516 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $101,039,247 | 693,427 | Shares | Sole | 2025-12-15 | |
| 2025-06-30 | $72,524,795 | 708,873 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $15,575,726 | 201,029 | Shares | Sole | 2025-05-14 | |
| 2025-03-31 | $11,622,000 | 150,000 | Put | Sole | 2025-05-14 | |
| 2024-06-30 | $26,286,000 | 75,000 | Shares | Sole | 2024-08-14 | |
| 2024-06-30 | $26,286,000 | 75,000 | Put | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||