Position in ANET
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$174,328,691
+$9,169,438 QoQ
Shares Held
1,419,846
+12.6% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 6.773551497838498.ToString("F0")%
Shared 0.ToString("F0")%
None 93.2264485021615.ToString("F0")%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Derivatives in ANET
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$613,900
PutShares
5,000
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, 2026LPL Financial LLC holds $664,050,297 across 21 Computer Hardware names. ANET ranks #1 (26.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ANET |
Arista Networks, Inc.
This page
|
1,419,846 | $174,328,691 | |
| 2 | WDC |
Western Digital Corp
|
396,886 | $107,353,694 | |
| 3 | STX |
Seagate Technology Holdings plc
|
265,906 | $104,171,334 | |
| 4 | DELL |
Dell Technologies Inc.
|
628,830 | $103,209,867 | |
| 5 | SNDK |
Sandisk Corp
|
92,834 | $58,981,153 | |
| 6 | HPQ |
Hp Inc
|
1,459,363 | $28,034,363 | |
| 7 | SMCI |
Super Micro Computer, Inc.
|
871,220 | $19,837,679 | |
| 8 | IONQ |
IonQ, Inc.
|
657,100 | $18,944,193 |
All Filings in ANET
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $174,328,691 | 1,419,846 | Shares | Sole | 2026-05-06 | |
| 2026-03-31 | $613,900 | 5,000 | Put | Sole | 2026-05-06 | |
| 2025-12-31 | $165,159,253 | 1,260,469 | Shares | Sole | 2026-02-11 | |
| 2025-12-31 | $655,150 | 5,000 | Put | Sole | 2026-02-11 | |
| 2025-09-30 | $178,715,209 | 1,226,513 | Shares | Sole | 2025-11-12 | |
| 2025-09-30 | $728,550 | 5,000 | Put | Sole | 2025-11-12 | |
| 2025-06-30 | $121,714,933 | 1,189,668 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $91,668,602 | 1,183,126 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $122,754,065 | 1,110,595 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||