Position in ANET
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$272,429,930
+$98,101,239 QoQ
Shares Held
1,603,661
+12.9% QoQ
Ownership
0.127%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#82
of 2,241 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Derivatives in ANET
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$509,640
PutShares
3,000
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 Jun 30, 2026LPL Financial LLC holds $1,587,020,915 across 25 Computer Hardware names. ANET ranks #3 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WDC |
Western Digital Corp
|
482,293 | $308,050,184 | |
| 2 | DELL |
Dell Technologies Inc.
|
707,109 | $305,089,249 | |
| 3 | ANET |
Arista Networks, Inc.
This page
|
1,603,661 | $272,429,930 | |
| 4 | SNDK |
Sandisk Corp
|
116,316 | $264,471,178 | |
| 5 | STX |
Seagate Technology Holdings plc
|
252,892 | $244,040,780 | |
| 6 | IONQ |
IonQ, Inc.
|
907,334 | $48,324,608 | |
| 7 | HPQ |
Hp Inc
|
1,490,844 | $32,709,117 | |
| 8 | QBTS |
D-Wave Quantum Inc.
|
1,234,628 | $29,618,725 |
All Filings in ANET
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,429,930 | 1,603,661 | Shares | Sole | 2026-08-07 | |
| 2026-06-30 | $509,640 | 3,000 | Put | Sole | 2026-08-07 | |
| 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 | |
| 2024-09-30 | $96,114,669 | 250,416 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $86,030,222 | 245,464 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $58,999,910 | 203,462 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $34,014,238 | 144,428 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $21,910,477 | 119,124 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $15,631,335 | 96,454 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $15,358,518 | 91,496 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $9,558,496 | 78,768 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $7,447,127 | 65,968 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,051,010 | 64,551 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $9,192,554 | 66,143 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,256,206 | 64,391 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,218,517 | 15,186 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,653,129 | 15,603 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,734,534 | 15,683 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,414,914 | 15,194 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,917,086 | 14,097 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,988,312 | 14,228 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,984,782 | 14,736 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||