Position in ANET
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$395,423,303
+$12,650,999 QoQ
Shares Held
3,220,584
+10.2% QoQ
Ownership
0.256%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $906,493,315 across 15 Computer Hardware names. ANET ranks #1 (43.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ANET |
Arista Networks, Inc.
This page
|
3,220,584 | $395,423,303 | |
| 2 | WDC |
Western Digital Corp
|
701,352 | $189,708,702 | |
| 3 | DELL |
Dell Technologies Inc.
|
926,356 | $152,042,810 | |
| 4 | STX |
Seagate Technology Holdings plc
|
305,144 | $119,543,213 | |
| 5 | HPQ |
Hp Inc
|
1,015,240 | $19,502,760 | |
| 6 | LOGI |
Logitech International S.A.
|
134,605 | $12,265,207 | |
| 7 | P |
Everpure, Inc.
|
185,770 | $10,967,860 | |
| 8 | SNDK |
Sandisk Corp
|
7,156 | $4,546,493 |
All Filings in ANET
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $395,423,303 | 3,220,584 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $382,772,304 | 2,921,257 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $434,000,294 | 2,978,521 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $306,149,886 | 2,992,375 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $261,674,443 | 3,377,316 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $348,719,718 | 3,154,978 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||